Reviewing Your Collaborative Tasks

updated 2 mths ago

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).

After you've either assigned or been assigned tasks, you can review them within either your Tasks tab or a constituent's profile (if the constituent was linked to a task). You’ll also find an overview of your task totals in the Upcoming section of your Signal Home tab. Below, we'll take a detailed look at how your tasks will appear in these locations. Follow along with either our video tutorial or written steps!

Video Tutorial: Reviewing Your Collaborative Tasks

Note: While the video provides an overview of this feature, the steps outlined below are the most up-to-date. Be sure to reference the written guide for the latest instructions.

Reviewing Tasks in the Tasks Tab

When reviewing tasks in the Tasks tab, you'll find them sorted into three different tables:

Your Tasks: This table includes all tasks assigned to you.
Assigned by You: This table includes all tasks you assigned to others on your team.
AI Suggestions: This table includes follow-up tasks recommended by AI that are based on recent interactions tied to your assigned constituents. This table will only be accessible if you have already opted into using EverTrue’s AI features.

Below, we will review how the Your Tasks and Assigned by You tables are organized. Take a look at our dedicated article to learn more about using the AI Suggestions table!

Step 1. View Tasks Assigned to You

You can view tasks assigned to you in the Your Tasks table. Next to its name, you'll see a number indicating the table's count of incomplete tasks due today. The table itself displays task name, respective constituent (if added to the task), due date, action type, and creator. To see a task's description, click its name for a detailed view.

If a task is overdue, this status will be noted in the Due Date column.

Note: If you’ve added a constituent to a cadence, their cadence steps will also appear in this table. A label indicating the constituent’s current cadence and cadence step will be displayed below the task name, making it easy to differentiate between ad-hoc tasks and cadence steps.

Step 2. View Tasks Assigned by You

To view tasks you've assigned to other team members, head to the Assigned by You table. Next to its name, you'll see a number indicating the table's count of incomplete tasks due today. The table itself displays task name, respective constituent (if added to the task), due date, action type, and assignee. To see a task's description, click its name for a detailed view.

If a task is overdue, this status will be noted in the Due Date column.

Step 3. Change a Task Table's Default View

By default, tasks in both tables are organized by ascending Due Date. Tasks without due dates are displayed first, followed by tasks with the earliest upcoming due dates.

Click any table header to change the sorting order based on that column.

Step 4. Filter on Tasks

In the top-left corner of each table, you'll find a dropdown to filter tasks by completion status. By default, tasks are filtered to Incomplete Tasks, but you can adjust this to view Completed Tasks or All Tasks.

Next to this dropdown you’ll see an + Add Filter button. Use this to apply additional filters and narrow down your tasks. The available filters include:

Action Type: Filter tasks by specific action type(s) (e.g., Call, Email).
Cadence Tasks: Filter tasks associated with a cadence (select “Yes”) or not associated with one (select “No”).
Created By: Filter tasks by the user(s) who created them. In the Assigned By You table, this filter is renamed to Assignee and filters tasks by the user(s) responsible for completing them.
Constituent Name: Filter tasks linked to specific constituent(s).

You can add multiple filters to refine your view. To quickly remove all filters, click the X Clear Filters button, which appears once at least one filter is applied.

Note: A Completed At column, indicating a task’s completion date, will be added to your tables when filtered to Completed Tasks.

Step 5. Take Outreach Action on a Task

You can take outreach action on certain tasks directly from the Your Tasks table. Look to the table’s Action Type column, where the following task action types will appear as hyperlinks–but only if the task is linked to a constituent:

Email: Opens an empty email composer where you can draft an outreach message from scratch or insert a template.
Phone: Opens a dial pad where you can make phone calls and type notes during the conversation.
Research: Opens an Add Pinned Comment form where you can type key details from your research and save them to the Pinned Comments section of the constituent’s profile.

After sending an email or making a phone call using these options, an Add Interaction form will automatically appear with some fields already populated. This allows you to log your outreach efforts without missing a beat!

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 table is filtered to either Completed Tasks or All Tasks, you will see this newly-finished task paired back to a green checkmark. When filtered to Completed Tasks, you will also see a completion date populate beneath the Completed At column.

Accidentally mark a task complete that wasn't quite done? Click the check mark to reverse the task's status!

Note: You can only mark tasks assigned to you as complete, limiting this action to tasks found in the Your Tasks table.

Reviewing Tasks in a Constituent Profile

Once tasks linked to a constituent have been created, you can view them within their profile's Tasks tab. Below, we'll take a detailed look at how this tab's table is organized!

Step 1. Open a Constituent's Tasks Tab

To view tasks linked to a specific constituent, open a constituent profile and click into the Tasks tab.

Step 2. View All Tasks Linked to the Constituent

This tab's table includes all tasks linked to a constituent, both those assigned by you and those assigned by your teammates. The table displays task name, due date, action type, assignee, and creator. To see a task's description, click its name for a detailed view.

If a task is overdue, this status will be noted in the Due Date column.

Note: If you or a teammate have added the constituent to a cadence, their cadence steps will also appear in this table. A label indicating the constituent’s current cadence and cadence step will be displayed below the task name, making it easy to differentiate between ad-hoc tasks and cadence steps.

Step 3. Change the Task Table's Default View

By default, tasks are organized by ascending Due Date. Tasks without due dates are displayed first, followed by tasks with the earliest upcoming due dates.

Click any table header to change the sorting order based on that column.