Using Collaborative Tasks on Your iOS App

Note: Collaborative Tasks is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).


What is Signal Collaborative Tasks?

Signal Collaborative Tasks on iOS offers the ability to create and track your tasks while on the go. Think of it as your digitized prospecting and segmenting to-do list! This feature provides a dedicated space for managing post-meeting work, making it easier than ever to build and maintain relationships with prospective donors. 

With Collaborative Tasks, you can link tasks to constituents and assign tasks to others on your team. If your team is already taking advantage of EverTrue’s AI features, you can also add recommended to-dos with AI-Suggested Tasks!

Below, we will explore how to use Collaborative Tasks on your iOS app. Let’s get started! 


Adding Tasks in the Tasks Page

Step 1. Click See All in Your Home Tab

To create a new task, navigate to your iOS app’s Home tab and scroll down to the Tasks Assigned To You section.

If you don’t yet have any assigned tasks, you’ll find a + Add Task button in the middle of this section. Though this button can be used to add new tasks, we will focus on how to add tasks when you already have at least one assigned to you. Click See All in the upper-right corner of this section to access the primary location where you can add tasks. 

 

Step 2. Click the + Button

You will be taken to your Tasks page, where you will find comprehensive lists of both your tasks and tasks assigned by you (we’ll cover these sections in more depth later in this article!). Click the + button in the upper-right corner to create a new task. 

Step 3. Input and Save Task Details

A New Task popup will appear where you can input the following information:

  • Constituent: Use this field if you'd like to link the task to an individual constituent. Search constituents by name to find and link them.
  • Task Name (REQUIRED): Use this field to add a name to your task. Titles are limited to 120 characters.
  • Description: Use this field to add details associated with the task. Descriptions are limited to 250 characters.
  • Action Type (REQUIRED): Use this dropdown to specify the type of action you are associating with the task. Call, Email, Research, Text, Other, LinkedIn, Print Mail (e.g., Pledgemine, other), and ThankView are available options. 
  • Assignee: Use this field to specify who is responsible for completing the task. Please note, your name will auto-populate as the task's assignee unless you select another team member from the dropdown.
  • Due Date: Use this dropdown to select a due date for the task. Please note, the current date will auto-populate as the task’s due date unless you remove it or select another date

Click Save to finish adding the task! 


Adding Tasks in a Constituent Profile

In addition to the dedicated Tasks page found in your Home tab, you can add and assign new tasks within individual constituent profiles. Each profile is equipped with its own Tasks tab where a comprehensive list of tasks linked to the respective constituent is displayed. Let’s explore how to add tasks from profiles!

Step 1. Click the + Button in a Constituent Profile

To create a new task within a constituent profile, click the + button found in the top-right of the profile and select Add Task…. This button will be available no matter what profile tab you are using.  

Step 2. Input and Save Task Details

A New Task popup automatically linked to the respective constituent will appear where you can input the following information: 

  • Task Name (REQUIRED): Use this field to add a name to your task. Titles are limited to 120 characters.
  • Description: Use this field to add details associated with the task. Descriptions are limited to 250 characters.
  • Action Type (REQUIRED): Use this dropdown to specify the type of action you are associating with the task. Call, Email, Research, Text, Other, LinkedIn, Print Mail (e.g., Pledgemine, other), and ThankView are available options. 
  • Assignee: Use this field to specify who is responsible for completing the task. Please note, your name will auto-populate as the task's assignee unless you select another team member from the dropdown.
  • Due Date: Use this dropdown to select a due date for the task.

Click Save to finish adding the task!


Reviewing Added Tasks

After you’ve either created tasks for yourself or been assigned tasks, you can review them within individual constituent profile Tasks tabs (if tasks are linked to constituents), or your Home tab and Tasks page. Below, we’ll take a detailed look at how tasks will appear in these locations.

  • Note: If you’ve added a constituent to a cadence, their cadence steps will also appear where you can review tasks. These steps include an icon to the left of their due dates, making it easy to differentiate them from ad-hoc tasks. Click on a cadence step to see the constituent’s current cadence and specific step.
  • Note: If you’ve paused tasks on the EverTrue web app, your Home tab’s Tasks Assigned To You section and your Tasks page will display “Your tasks are paused” until the pause is lifted. Tasks assigned to you will not appear in constituent profile Tasks tabs during this pause.

Step 1. Navigate to a Constituent Profile’s Tasks Tab

Once tasks linked to a constituent have been added, you can review them within their profile’s Tasks tab. This tab includes all tasks linked to a constituent, both those assigned by you and those assigned by your teammates. 

At the top-left of the tab, you’ll find a count of the constituent’s total tasks (including incomplete, overdue, and completed). The tab itself lists up to 5 incomplete or overdue tasks. To see all of the constituent’s tasks, click View All in the upper-right corner of the tab.

Tasks in this tab are organized by those without due dates first, followed by those with the earliest upcoming due dates. If a task is overdue, this status will be noted next to its due date.  

Step 2. Navigate to Your Home Tab

Head to your Home tab’s Tasks Assigned To You section to view up to three of your upcoming assigned tasks. Each task includes its due date (if added to the task), name, and respective constituent (if added to the task).

  • Note: Tasks Assigned To You displays tasks without due dates first, followed by tasks with the earliest upcoming due dates. Don’t be surprised to see an overdue task populate here! These tasks are considered to have the earliest due dates.

To see all of your tasks, click See All in the upper-right corner of this section.

Step 3. View Your Tasks

You will be taken to the Your Tasks tab of your Tasks page, where you can view all tasks assigned to you. Each task includes its due date (if added to the task), name, and respective constituent (if added to the task). To see a task’s description, click its name for a detailed view. 

Tasks in this tab are organized by those without due dates first, followed by those with the earliest upcoming due dates. If a task is overdue, this status will be noted next to its due date.    

Step 4. View Tasks Assigned by You

To view tasks you’ve assigned to other team members, head to the Assigned By You tab. Each task includes its due date (if added to the task), name, and respective constituent (if added to the task). To see a task’s description and the teammate it is assigned to, click its name for a detailed view. 

Tasks in this tab are organized by those without due dates first, followed by those with the earliest upcoming due dates. If a task is overdue, this status will be noted next to its due date. 

Step 5. Filter on Tasks

Near the top of each tab, you’ll find Incomplete, Overdue, and Completed buttons that can be used to filter tasks by completion status. Click one of these to narrow down the tasks in your view.   

Step 6. Mark a Task Complete

When you’re ready to mark a task as complete, simply click the circle that appears to the left of its name! If your tab is filtered to Completed, you will see this newly-finished task paired back to a green checkmark. Accidentally mark a task complete that wasn’t quite done? Click the checkmark  to reverse the task’s status!

Step 7. Edit or Delete a Task

You can edit an existing task by opening it and clicking the three dot button found in the corner of the Task Details view. Select Edit to adjust any task details, including its due date. After making your changes, click Save to finalize the edits. 

  • Note: On the iOS app, you can only edit tasks that you assigned (either to yourself, or to a teammate). 

If you need to delete a task, you can either select the Delete option after clicking the same three dot button, or you can swipe an unopened task to the left to reveal a trashcan button. Click this button to permanently remove the task. 

  • Note: On the iOS app, you can only delete tasks that are assigned to you (either by yourself, or by a teammate). 

Using AI-Suggested Tasks 

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 page 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. Click on 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 page:

  1. Calendar: Swipe a task to the right to reveal a calendar button. 
  2. Pencil: Swipe a task to the left to reveal a pencil button. 

Click either option to open a task editor in which you can edit any task detail, such as the due date or action type. Once you’ve made your changes, hit Save to add the revised suggestion to your Tasks page.

  • Note: Sometimes an AI-Suggested Task will reference another solicitor from your team in its description. In these instances, you can change the task’s Assignee field to your teammate when editing. 

Step 4. Add an AI-Suggested Task 

To quickly add a suggestion to your Tasks page, click the purple + button found to the left of its name.

If you add all three tasks, a message of “Add More Interactions & Get Suggested Tasks” will appear. 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! 


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

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