This is How You Supercharge Your Team’s Workflows 74

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*Celebrate* đ
This refresh is the first of many improvements to you (and your teamâs) task workflowsâŚ
And its 100% focused on simplifying the process, giving you and your team flexibility to manage projects (your way), and empowering you to take action on all those crucial tasks FASTER.
Whatâs Changing?
Hereâs what to expect from your NEW dashboard and task workflows:
- You can now take action on tasks in your NEW task dashboard (no more static)
- Easily assign + schedule tasks with a single click (no more drop downs and triple clicks)
- Every task now has an added section for more details (so you can give your team the context they need to get the job done right).
- Prioritizing tasks (based on what matters to you) is now a thing (i.e. we wonât force you to prioritize by date)
- You can now use the task dashboard for BOTH your personal + team to-do lists
- SUPER BONUS:Â Task Approvals (available on Team Pro plans and higher) is NOW a part of your workflow! Which means you can assign folks to review tasks, make decisions faster, and keep track of it all directly in CoSchedule…bye bye email threads (and shameless pleading).
[Watch Now]
â Keep reading to dig deeper into each NEW update â
#1 No More Static
Letâs put that dashboard to work, shall we? With the NEW task dashboard, your tasks become more than a public service announcement. Now, you can easily edit, dig into the details…even take action on those tasks *gasp* right from the dashboard!
Before the refresh, you could review your tasks, check them off, and stay up-to-date with your teamâs conversations from the dashboard.
…beyond that though, you had to dig deeper into the calendar for any forward progress.
With the new Task Refresh, you can finally put that dashboard to work!
From the dashboard, you can create new tasks, update + edit existing tasks, and prioritize (or re-prioritize) your to-do list without having to click through to the CoSchedule calendar.
Youâll save time managing your task list and keep your priorities on track  – all from the dashboard.
#2 Sort Your Teamâs Tasks (Based On What Matters To You)
Thereâs no wrong way to create a project workflow (and why should we dictate how you do it?) With this new workflow refresh, you can now sort your tasks any which way you want!
No more forced sorting by due date! đ
Prioritize tasks based on what matters most to you and your team.
#3 Give Your Teamâs Workflow EVEN MOREÂ Context
Every task has a deeper meaning! Give your team more context (and empower them) with the right information to get the job done with task descriptions.
Sometimes a phrase or two words isnât enough context to get the job doneâŚ
With these new updates…adding the necessary details to get the job done is easy.
Simply open a task and add any details in the new âadd descriptionâ field.
With task descriptions, youâll have less back and forth between teams and eliminate avoidable miscommunication. Spend more time focusing on moving projects forward and less time rehashing details for projects with your coworkers.
#4 Consolidate Your Team AND Personal To-Do Lists!
Bring your personal to-do list into CoSchedule (and eliminate one more thing to track).
With the NEW dashboard, you can now create personal tasks (for your eyes only)…so you can keep track of everything in one place!
Itâs risky to manage your to-do lists in multiple apps, planners and notepads.
And when theyâre living on different listsâŚ
…those âsuper importantâ meetings, items, and projects fall through the cracks.
Add your personal to-dos to theCoSchedule dashboard AND never miss a crucial to-do on your list again!
To add a personal task to your to-do list, all you have to do is visit the CoSchedule Dashboard and click ânew task.â
The tasks you add to your list through the dashboard are personal. They wonât show up on your calendar or appear in your team membersâ task lists.
…AND thereâs no limit :)
Add as many as you need to organize and prioritize your work:
Stop managing and writing to-do lists in a million different places.
Easily consolidate all of your separate lists to your CoSchedule dashboard and have peace of mind that all of your tasks will get completed well and on time.
#5 Get Approval FASTER!
Eliminate the need for constant email reminders, in-person pleading, and messenger notifications!
With task approvals (built directly into your teamâs workflow) the right folks get notified at the right time when a task is ready for review. Keeping your teamâs project on track, transparent, and movinâ forward. Available on Team Pro Plans (and higher).
*Yes!*
To add an approver to a task, click inside the task, go to the ârequires approval byâ field and select the person responsible for final review from the dropdown.
As tasks are completed (and approved), your team stays connected and in the know.
Notifications and emails will be sent just moments after your team member completes a task, letting the approver know it is ready for review:
Want a high-level look to see which projects still have tasks awaiting approvals? Your calendar has all the answers.
A red percentage completed means something is awaiting approval. A green percentage completed indicates all of your tasks have been approved!
See task bar *magic* below:
Task approvals will help you get better visibility into your (and your teamâs) productivity and progress on projects.
Phase 1 Of Many (MORE) Task Workflow Updates To Come
This first round of updates is all about giving you and your team flexibility to manage projects (your way), and empowering you to take action on all those crucial tasks FASTER.
But weâre not done with updates yet…
Weâre setting the stage for several more changes…all focused on supercharging your teamâs task workflows.
Updates like:
- Task Approval Comments: Get MORE context when someone approves or denies a task! With task approval comments – you’ll get approval faster plus they get feedback!
- More robust discussion featuresâŚthink discussion threads based on specific tasks (no more digging through the comments section). đ
…and drum roll pleaseâŚ
- A nifty little feature weâre calling task dependencies (think relay race with batons ONLY your tasks are the batons and no running is required).  With this upcoming feature, youâll be able to mark things as âwaiting on another taskâ…giving you more control over the pace your team completes tasks.
Exciting, right?
Stay tuned! NEW features focused on what matters to you comin’ soon :)
August 2, 2017