Projects in Concierge allows your digital agents to view all of the tasks related to a given product. This new feature provides a clear and simple way for your agents to plan, follow, and respond to tasks as they arise.
Upon opening an account in Concierge, your agents can use the new Projects tab to view that account's active products and associated task lists.
Your agents can also create a custom task for tasks not already listed in a project.
To create a custom task:
- Open an account in Concierge.
- Go to the new Projects tab.
- Click on the Add Custom Task button in the top right corner.
- Fill out the form and click Save.
The custom task will appear under a separate Custom Tasks project.