With local businesses facing the battle of their lives against the COVID-19 pandemic, they need agencies like yours to survive. You have the knowledge and expertise to help them navigate in these difficult times. But they need proof of the work you're doing.
That's why we're introducing several highly-requested improvements to Task Manager. Vendasta has chosen these features to increase transparency into the work your agents do.
Public notes in Business Center
If you have any public notes on tasks that are visible to Business Center users, these will appear by those tasks in Business Center. This should make it easier to communicate with your clients and gives you more control over exactly what information they have access to.
This will only affect tasks that you’ve set to show in Business Center. Should you have any public notes that you do not wish to share, please move these over to private notes.
Rich text support for task notes
You can now bold, italicize, and add hyperlinks to your task notes. This should make it easier to emphasize important information between agents and ensure your customers are getting the best service possible. You won't need to worry about important information getting buried in a wall of text anymore. Plus, variety is fun, so adding a few bells and whistles to your notes can break up the monotony of day-to-day work.
Perhaps the greatest improvement this brings about is the ability to add hyperlinks. You'll be able to stop looking through links without knowing what they are for now.
Notify clients when setting visible tasks to “Waiting on Customer”
When setting visible tasks to “Waiting on Customer”, you’ll be asked if you wish to notify your client. If so, they’ll receive a Business Center notification and email. Clicking on these will take them to the My Products page in Business Center where they can view the projects you’re working on for them.
This should reduce communication errors and
When can I use these?
These Task Manager updates were released on March 31st.
How does it work?
Public notes
Any public notes you’ve set to visible will appear in Business Center. In Task Manager, the field looks as follows:
These then appear in Business Center under My Products:
Rich text
You can add rich text formatting to notes and project descriptions.
Notify clients when setting visible tasks to “Waiting on Customer”
When setting a task to “Waiting on Customer”, you’ll see the following:
Clicking Notify users will send a Business Center notification and email.