We are currently piloting our task management feature with a limited group of customers - if you would like to try it out reach out to us at product_updates@realtair.com.
In your campaign tasks are organised into a view called Kanban which is used widely across many different industries to visualise tasks and see at a glance who is working on what, progress of the task and when they are due/completed.
You will see in the board we have created there are 4 columns present.
- To do - all tasks that are required to be done but are not currently being worked on
- Doing - all tasks that are being worked on at the moment
- On hold - any tasks that cannot be completed at the moment/are waiting for more info or another action to be taken before they can be worked on
- Done - tasks that have been successfully completed
Tasks can be dragged from column to column as necessary - to get more info about a task or to check items off a checklist within the card simply click to open.