[NEW FEATURE] Task Update, Including User-Specific Tasks!

Bloomerang-Update

We have overhauled how Tasks work in Bloomerang so it is easier to use tasks for more things in your organization.

Tasks Goodness

First and foremost, we added the ability to associate a user with a Task. You can leave a newly created task assigned to yourself or pick another user in the system!

User Selection

With the update to add user specific Tasks, we needed a clearer way to view them, so we updated the Tasks tile on the Dashboard. Now we show two items: Your Tasks and All Tasks, with totals for each. Depending on the due dates of the tasks in your organization, you can have up to three categories within each section: Overdue, Due Soon, and Due Later.

Dashboard Tasks

Clicking on one of these sections will take you to the new task list page with filters already applied.

Click Through Task List

We’ve also reworked the Tasks list screen to allow you to easily filter for the items you need by clicking on tags or typing search terms into the search box.

Dynamic Search Tasklist

There are a number of other items that will make tasks more useful:

  • Create tasks directly from the Dashboard
  • Tasks completed as Interactions are now able to be reported on
  • Purpose is no longer a required field
  • Tasks can be created without Constituents

For more information on how these features work, you can look at our Task help pages.

Ross Hendrickson

Ross Hendrickson

Co-Founder and CEO at Bloomerang
Ross Hendrickson is a co-founder and the CEO of Bloomerang. Prior to co-founding Bloomerang, he served as Product Manager for Bostech Corporation and later Avectra. He graduated with a B.S. in Economics & Engineering Science from Vanderbilt University.
Ross Hendrickson
By | 2017-06-10T18:50:25+00:00 July 27th, 2015|Product Updates|

13 Comments

  1. Gayle July 30, 2015 at 2:51 pm - Reply

    Great changes to the Tasks! Thanks!

  2. Farrah July 30, 2015 at 3:27 pm - Reply

    Great additions! Now, if only we could report on relationships we would be “golden”! Thank you all for your hard work!

  3. Trish Ellis July 30, 2015 at 4:09 pm - Reply

    Very helpful. Thanks!

  4. Michael July 30, 2015 at 5:23 pm - Reply

    Are users notified via email when a new task is assigned to them?

  5. Jen July 30, 2015 at 6:50 pm - Reply

    I am glad Star Wars was used for example. I have much deeper love for the people at Bloomerang after seeing that. 😉

  6. shelley rizzotti August 1, 2015 at 8:21 pm - Reply

    YAYAYa

  7. Marisa Vrooman August 3, 2015 at 8:38 am - Reply

    This is so exciting! Hallelujah! This ROCKS!
    Thank you guys for centennially improving an already great platform!

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