Reviewing Your Collaborative Tasks

updated 3 wk 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 assigning or receiving tasks, you can review them your Tasks tab or within a constituent’s profile (if linked to a task). The Upcoming section of your Home tab also provides a task summary.

Below, we’ll explore how tasks 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

Tasks in the Tasks tab are sorted into three tables:

Your Tasks: Displays all tasks assigned to you.
Assigned by You: Lists tasks you assigned to others on your team.
AI Suggestions: Shows AI-recommended follow-up tasks based on recent interactions with your assigned constituents. This table appears only if your organization has opted into EverTrue’s AI features.

Below, we’ll cover how the Your Tasks and Assigned by You tables are organized. To learn more about the AI Suggestions table, take a look at our dedicated article!

Step 1. View Tasks Assigned to You

Find tasks assigned to you in the Your Tasks table. Next to the table name, you’ll see a count of incomplete tasks due today. The table includes task name, constituent (if added to the task), due date, action type, and creator. Click a task’s name to see its description.

The Due Date column will indicate if a task is overdue.

Note: If you added a constituent to a cadence, their cadence steps also appear in this table. A label beneath the task name indicates the constituent’s cadence and step, distinguishing them from ad-hoc tasks.

Step 2. View Tasks Assigned by You

To see tasks you assigned to teammates, open the Assigned to You table. Next to the table name, you’ll see a count of incomplete tasks due today. The table includes task name, constituent (if added to the task), due date, action type, and assignee. Click a task’s name to see its description.

The Due Date column will indicate if a task is overdue.

Step 3. Adjust Task Table Sorting

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

Click any table header to sort tasks by that column.

Step 4. Filter Tasks

Use the dropdown in the top-left of each table to filter tasks by completion status. By default, tables show Incomplete Tasks, but you can switch this to Completed Tasks or All Tasks.

Next to this dropdown click + Add Filter to apply additional filters. These include:

Action Type: Filter by specific action type (e.g., "Call," "Email").
Cadence Tasks: Show tasks linked to a cadence (select “Yes”) or those not linked to cadences (select “No”).
Created By: Filter by the task creator. In the Assigned By You table, this filter becomes Assignee and filters tasks by assigned user.
Constituent Name: Show tasks tied to specific constituents.

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

Note: When filtering for Completed Tasks, a Completed At column appears that shows task completion dates.

Step 5. Take Outreach Action on a Task

You can take outreach action on certain tasks directly from the Your Tasks table. If a task is linked to a constituent, the Action Type column will display clickable options:

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

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

Step 6. Mark a Task as Complete

To mark a task complete, click the circle to the left of its name. If the table is filtered to Completed Tasks or All Tasks, the completed task will display a green checkmark. When filtered to Completed Tasks, the Completed At column will show the task’s completion date.

If you accidentally mark a task complete, click the checkmark to reverse its status.

Reviewing Tasks in a Constituent Profile

After creating a task linked to a constituent, you can review it in their profile’s Tasks tab. Below, we’ll cover how this tab is organized!

Step 1. Open a Constituent's Tasks Tab

To review a constituent’s linked tasks, open their profile and click the Tasks tab.

Step 2. View All Tasks Linked to the Constituent

This tab’s table includes all tasks tied to the constituent, whether assigned by you or a teammate. The table displays task name, due date, action type, assignee, and creator. Click a task’s name to see its description.

The Due Date column will indicate if a task is overdue.

Note: If you or a teammate added the constituent to a cadence, their cadence steps also appear in this table. A label beneath the task name indicates the cadence and step, distinguishing them from ad-hoc tasks.