Web version 2.6.0

Release Date: January 16, 2025

We’re excited to introduce the latest updates in Web Version 2.6.0, designed to enhance your workflow and make task management smoother and more efficient. Here’s a breakdown of the new features and improvements:

New Task Grid 🗂️

Experience a refreshed Task Grid with a better design, making task management more intuitive and visually appealing.

Bulk Actions for Tasks ⚡

Save time and effort with new bulk action capabilities:

• Change Due Date: Update due dates for multiple tasks at once, ensuring timely follow-ups.

• Mark as Completed: Quickly mark multiple tasks as done in one go.

• Assign Tasks in Bulk: Delegate tasks to team members effortlessly by assigning them in bulk.

• Delete in Bulk: Remove multiple tasks simultaneously to keep your workspace organized.

These enhancements are designed to give you greater control and efficiency in task management

Using Bulk Selection with Action Menu

• Select multiple tasks at once using checkboxes.

• An auto-appearing action menu allows actions such as:

• Changing due dates.

• Reassigning tasks to team members.

• Marking tasks as completed.

• Deleting unnecessary tasks.

• To deselect, uncheck the tasks or click "Reset".

1. Enhanced Task Filters

   • Added advanced filtering options:

     • By Teams to view tasks assigned to specific groups.

     • By Team Member for tasks owned by individuals.

     • Due Date Filter for tasks today, upcoming, or overdue.

     • Task Assign Filter to sort by assigned or unassigned tasks.

     • Task Type Filter to focus on follow-ups, renewals, or service requests.

2. Streamlined Task Sorting

   • Organize tasks by due date, type, or priority with new sorting options.

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UI/UX Enhancements

1. Redesigned Task Management Layout

   • Improved interface to display more tasks at once without overwhelming the user.

   • Auto-appearing menus streamline task actions.

2. Simplified Reset and Apply Buttons

   • Easily reset filters or apply them with clear buttons in the filter panel.

3. Hover Tooltips for Actions

   • Added tooltips to guide users on what each action does.

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Performance Improvements

1. Faster loading times for the Task List View.

2. Optimized backend processing for bulk task updates.

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Real-World Scenarios

Here’s how these features can help in your daily operations:

Scenario 1: Clearing Overdue Follow-Ups

• Use the Task Filter to find all overdue follow-ups.

• Bulk-select them and update their due dates or reassign them to team members.

Scenario 2: Monitoring Team Workloads

• Filter tasks by Team Member to see what each person is working on.

• Reassign tasks to balance workloads if needed.

Scenario 3: Preparing for Renewals

• Use the Task Type Filter to view upcoming renewals.

• Update due dates, assign tasks, or mark completed renewals using bulk actions.