We are so excited to have launched Tasks V2 overnight last Thursday and can’t wait for you all to see the huge improvements that have been made! A quick look at the headlines for you:
Your task columns (we call these statuses) are now uniform across the board - all task boards at a client, plan or case level will now follow the same layout, making reporting on tasks a whole lot easier. You can define these in the settings area of Plannr, under Tasks Statuses!
Your new tasks board has a really clear display, with colour coded status bars along the top of each task - which updates as a task is moved along the board. The header of each task tells you whether the task is held against a client, a case or a plan (this is new! You can now assign tasks against a plan).
Looking at the task itself, there are useful icons which give you an overview of the priority, due date, assigned user/client and whether there are any subtasks.
And here is my favourite part - the task itself now has it’s very own page in Plannr! So when you click on a task you are taken to a new URL within the app (which makes for really easy sharing with colleagues if needed) - simply copy and paste the url in the web address bar to send. Here’s what the new task page looks like:
A cool little feature is that you can now drag and drop tasks on top of each other to make one a subtask of another - handy!
Also, if you find yourself with a long list of tasks across your firm, on the My Tasks dashboard you can now scroll within each column (rather than scrolling the whole page) just to look at the specific task status you’re interested in.
Another exciting feature is real-time notifications for both the creator of a task (when something has been completed) or the assignee of a task (when a task has been given to you). This little pop up in-app is a nice visual, and of course you still receive a notification bell confirming what’s been done if you don’t happen to be sitting at your screen at the time.
There’s so much more that’s great about our new tasks system, and we really want to say a huge thank you for your patience in waiting for us to roll it out - as you can tell our incredible team of developers have worked really hard to build something that’s not only functional but also beautiful! We’re really proud of this - and hope you love it too!
Give it a try! If you have any questions or issues please don’t hesitate to contact us.
