What is it?
Beginning Thursday, August 30th, Early Access partners will be able to create Custom Projects and add tasks to them from within the Projects tab in Concierge.
Why is it important?
Whether it’s setting up a new email for a client or redesigning a client’s website, using Custom Projects will allow users to break down large tasks into smaller steps that better represent each step in their workflow. This will improve the user experience for three different kinds of users:
- Partners and agency managers will have greater insight into the progress and status of all of their services,
- Agents will be able to track their daily progress and manage their workflows in greater detail, and
- Your clients will have better insight into the fulfillment status of the services they’ve purchased.
How does it work?
To create a Custom Project, select an account from the Accounts tab. Find the new “Custom Projects” section under Projects, and click Add Project to create and name a new Custom Project. You can then begin adding tasks with their own names, statuses, assignees, and due dates to the project by clicking Add Task.
Who gets it?
All Early Access partners.