How do "Tasks" and "Weekly Updates" work?

Tasks

From your navigational column (left-hand side on desktop, upper right-hand corner on mobile), click the “Tasks” option to be taken to the “Your Tasks” page, pictured below:

The two tabs listed beneath the “Your Tasks” header are “Tasks” (the view pictured above), and “Weekly Updates.”

To add a new task, click the green “+ Add New Task” button to populate a form with various fields to complete. You can select your client's name, schedule a due date and time to help keep you on track, list a few details, and select a status and priority. Statuses include:

• Upcoming
• In Progress
• Needs Attention
• Complete

Once saved, each task status has its own area on the “Your Task” page (pictured above). Your entry will be filed into the corresponding section that matches your selected status, giving you a visual representation to help keep your tasks organized. Once you've performed the task action, you can checkmark the box inside that task's tile to remove it from its current status and add it to the “Complete” section. Tasks can also be sorted by “Due Date,” “Priority,” or “Manually.”

Weekly Updates

Thanks to feedback from our advocates, we'd like to introduce you to the newest addition to the “Your Tasks” toolbox, the “Weekly Updates” tab! This feature lets you schedule automatic weekly emails to your clients, keeping them up-to-date on all your efforts made on their behalf. For more information, there are a series of related FAQs towards the bottom of the page.

To get you started, we have created a walkthrough video tutorial, which you can access by clicking the image below to open the tutorial in a new tab in your browser. If you'd prefer step-by-step written instructions, scroll past the video link below to get to the good stuff!

When you've clicked on the “Weekly Updates” tab, review the instructions outlined on the screen and click the green “Activate Updates” button. This action will open up the first of three boxes:

1. Schedule
2. Template
3. Start Date

1. Schedule

This will ask for the day of the week and the time you'd like the email to be sent. Any times shown will always be in your local time zone. It will also ask how often you'd like these emails to go out: “Every week” or “Every Two Weeks.” Lastly, the “Next” button to move to box two.

2. Template

This will ask for your “Subject” and “Personal Message” as you'd like it to appear in your email. These are both required fields. The form includes a pre-set subject and message as an example. Be sure to remove those pre-filled details and replace them with your own before proceeding. When ready, click the green “Next” button to move to box three.

3. Start Date

This will have you select one of two options: “Start This Week” or “Start Next Week.” 

Template Save!

After you click the third “Next” button, you'll be shown a “Template Saved!” box, including a green “View My Weekly Updates” button. You can return to this template at any time by clicking the green “Edit This Week's Update” button, which is located at the top of the “Weekly Updates” tab. You can “Revert to Original” or “Save” any changes made to your personal message.

To stop the “Weekly Updates” communications, click the third tab on the “Your Tasks” page: “Settings.” Here, you can “Deactivate Weekly Updates” entirely if needed or adjust the date and time cadence. 

And that's it!

If you still have questions, we're happy to help! Feel free to reach out via the “Contact Us!” information at the bottom of this page.