Signal’s AI-Suggested Tasks feature leverages AI to recommend follow-up tasks based on recent interactions tied to your assigned constituents. The interactions informing this feature include any created for assignments (either by you or by a teammate) in the last year. You can choose to add these suggestions to your Tasks tab as you see fit!

Below, we’ll explore how to use AI-Suggested Tasks!

 Note: AI-Suggested Tasks will only be accessible if you have already opted into using EverTrue’s AI features. If your organization is interested in activating this feature for your team, please reach out to your Customer Success Manager (CSM).

Step 1. Navigate to Your Home Tab

Head to your Home tab’s Suggested Tasks section to view up to three tasks we recommend you take as part of your cultivation efforts.

Step 2. Click a Task’s Dropdown Arrow

A dropdown arrow can be found to the right of each suggestion. Tap an arrow to reveal additional task details.

Step 3. Edit an AI-Suggested Task

You’ll find two edit options in Suggested Tasks that allow you to make changes to tasks before adding them to your Tasks tab: 

1. Calendar: Swipe a task to the left to reveal a calendar button that can be used to select a due date for the suggestion.
2. Pencil: Swipe a task to the left to reveal a pencil button that can be used to edit any task detail, such as adding a due date or changing the action type. 

In the example below, you can see the Create New Task popup that appears after tapping the pencil edit option. Once you’ve made any necessary changes, tap Save to add the revised suggestion to your Tasks tab!

Step 4. Add an AI-Suggested Task

To quickly add a suggestion to your Tasks tab, tap the  button found to the left of its name.

If you add all three tasks, you can return the following day to find three more suggestions populated. In the meantime, continue adding interactions for your assigned constituents to inform new daily suggestions! 

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For any other questions, reach out to EverTrue Support at genius@evertrue.com.