In FreeAgent Cypress you knew them as Next Steps, now as we shift to FreeAgent Banyan they are getting a new name, along with a major upgrade to boost your productivity. Introducing: Tasks.
Here is everything you need to know about them:
Along with their new name, they got a completely new personality: they are now an App of their own, which means that administrators can customize them. From their name and icon to the Form Fields available, including Form Rules, App Actions, ACLs, and even customize the layout of their Cards, there isn't anything that can't be done.
In FreeAgent Cypress with Next Steps, you had to select the right type before creating a new one. Now you just need to 'Add a Task' and choose the type you need right there on the creation form.
The next step type reminder is now called Todo. The information available on the form to create your Next Steps was hardcoded, which meant that you couldn't capture additional information. Now that they became an App, you can add custom fields for your Tasks and even add specific ones depending on the type.
Before Banyan, you had to create a Next Steps and tie them to a specific record. Now you can decide to create a Task for a specific record or create one "source free".
Now that Tasks are an App of their own, the reporting capabilities have increased a big deal! You can now benefit from having all the different views available in FreeAgent CRM for your Tasks. Create beautiful charts, move from list to board view, or get a high-level detail of your workload from the Calendar view.
Creating Automations for your Tasks is easier than ever, as you only need to select 'Add Task' in your automation and define the details of your task.
All your existing Next Steps will be seamlessly migrated to Task. This also means that your automations, notifications, and those automated emails will continue working as usual.