EverTrue Product Updates: June 2024

6/3/24: Introducing the Signal Task Tracker Dashboard

A new Clarity dashboard is at your disposal: the Signal Task Tracker! This dashboard illustrates task and cadence step progress, helping you gauge individual and team-wide performance and drive future action. Highlights include:

  • Overdue tasks: See what needs immediate attention.
  • Upcoming tasks: Plan ahead with tasks due in the next 5 months (and use the dashboard's filters to narrow down this timeline!).
  • Drill-down options: Segment your dashboard views by solicitor, track only cadence step progress, and review a summary of total tasks completed! 

Learn more about this dashboard in our article, Using Your Signal Task Tracker Dashboard. If you have any questions about Clarity or Signal by EverTrue, please reach out to your Customer Success Manager (CSM) or email genius@evertrue.com.

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

Was this article helpful?



Content aside

  • 3 wk agoLast active
  • 32Views
  • 1 Following