a year ago
Automated Tasks and Other Tasks Improvements
We’ve added the ability to automatically create tasks as part of your Amplify workflows. For example, you can automatically create a task for a follow-up phone call for every new lead. Or you could set a reminder for staff when it’s a member’s birthday or their membership is close to expiring. With Automated Tasks it’s easy to create consistent lead and member experiences while reducing your staff’s workload.
How to Use It:
- Navigate to Connect > Messages > Automated messages
- Open an automated workflow
- Click on "Add new step"
- Select "Task"
- Specify the task details
- Once configured, click "Add to workflow"
Automated Tasks are available for Elite Customers as well as those with the Amplify add-on.
Other Tasks improvements:
- Staff Assignment: You can now assign tasks to specific staff members from the task details screen when creating or editing a task
- Overdue Tab: View a list of past-due tasks by accessing the new overdue tab on the Tasks screen
- Today Tab: View a list of tasks with a due date of today
Manual Task management is available for Platinum, Boost, and Elite customers.