Today we are rolling out two new features at once! You will now be able to create follow-up tasks and copies of a task in just a few clicks. But that’s not all. We have also redesigned the User settings as well as the Subjects index, and have made some changes to how Subjects are archived.
You will now see two additional options in your Task card:
- make a Copy
- create a Follow-up Task
Because a task can evolve into much more than one simple Azendoo Task, we sometimes need to create Tasks that relate to one another.
Yet, at other times, we simply need to follow up on a Task that we have already completed, in order to analyze the results of that specific action.
Or maybe we only need to assign part of a given Task to another team member.
All of these actions are now possible and have been made easy with the new Follow-up Task feature.
So how does this work?
To create a Follow-up Task, click on the three dots at the top of the Task card, then simply select the “Create a Follow-up Task” button.
This opens a window, from where you can edit the details of your Follow-up Task.
Here, you can choose the assignee for this Follow-up Task; add or remove Subjects on which the Task is shared; edit the Task label; and add a description, a due date, and subscribers.
To finish the Task creation, click the “Create Task” button.
The new Task will open instantly if you want to add any further information, such as attachments or comments.
You will notice a slight difference with the new Follow-up Task you just created.
There is now a direct link to the Task from which it was created, so you can jump right back to this first Task quickly if you need to refer back to previous information. This eases the back-and-forth between Tasks, saving you both time and effort.
Here are a few sample “use cases” for using this new feature and increasing your productivity:
“I am planning a Facebook ad-campaign for my latest product. So, I create a Task for myself where I put all the information about this specific ad. I can now create a Follow-up Task for my designer to create the campaign visuals.”
“I am in the process of closing a deal with a new client. I have a Task to send him an email with an offer that is tailored to his needs. Once I have completed that Task, I can simply create a Follow-up Task to remind me to follow-up on the offer, with a phone call for example.”
There are so many ways you can use this new feature, and it’s up to you to figure out how it can best benefit you.
Thanks to you, dear Azendoo users, we have accumulated so much feedback over time. We now have enough ideas to get through an entire year of developing features. One request that came back often was the need to be able to make a copy of a Task.
Some people optimize their workflows with processes, which makes a lot of sense because sticking to a process makes you more productive and efficient. This is where copying Tasks can come in handy.
There are times when everyone in a given team needs to complete the same individual Task. Instead of having each of them enter the same Task, copying that Task for each team member then assigning it to them will make things much easier and quicker.
The benefits are numerous, but the most obvious one is that you won’t need to manually re-enter all of the information for each new Task.
Show me how it’s done!
Creating a copy of a Task is now easier than ever. Select the Task you want to copy, and again you click on the three dots at the top of the Task card. Only this time, select the “Make a Copy...” button.
This opens up a new window with all the information present in the Task: the Subjects on which it is shared, the assignee, the due date, repetition, the description, any attachments and the subscribers.
You can then change the label of the Task you are about to create, and select which information you want copied to the new Task.
Once you’ve decided on what you want to copy over, simply click on the “Create Task” button.
The new task, with all the information you’ve selected to be copied over, will open in the Task card. Here you can enter any additional information, delegate the Task, and more.
The use cases for this are obvious, and it’s up to you which of the Copy Task and Follow-up Task functions works better for you. However, here are some examples where the Copy Task function can help you save time:
You want the same Task to appear on two different Workspaces. Simply copy the Task and move one of the copies to the other Workspace where you need it!
You can select a set of Tasks to use as templates, and copy them when needed. After the copy has been made, you can then edit it to adjust for any minor changes in your workflow: a terrific way to save tons of time!
You want three team members to do the same Task - to give their feedback on a piece of design, for instance. Create a Task such as “Give feedback on latest design", set a due date, and make two extra copies. Then, simply assign each Task to the relevant team members. They will be notified when they receive the Task, and will give you the feedback you've been waiting for.
Those are just a few examples. There are loads of other ways Copy and Follow-up Tasks will come in handy, as you’ll find out.
New Subjects index
We have also released a new method for managing your Subjects. It is now easier than ever to find a Subject.
Thanks to the new Subject index, you can click on “All" to see all of the active Subjects, "Non-member" to see the Subjects you can join, "Member" for the Subjects you are member of, and "Officer" to see those Subjects for which you are officer.
Each of them contains detailed information, such as the officer’s name, the date of creation, and the description of the Subject.
It makes it easy and simple to ask to join Subjects, as well as to invite members to the ones you are already a part of.
The search bar makes it much simpler to find the Subject you are looking for. Simply type in a query and see the results displayed for each tab.
Active or archived
We also made changes to the archived Subjects. All the previously “read-only”, “archived”, and “closed” Subjects are now labelled as “archived”.
Archived Subjects are those which are essentially “read-only”, meaning that you will not be able to create new Messages or Tasks on those archived Subjects. You will only be able to see past activity.
However, you can still invite members to the archived Subjects, and it is always possible to “re-open” an archived Subject, and make it active again.
Finding archived Subjects
You can also see all archived Subjects in the Subject index. To do so, select “archived” in the dropdown menu next to the search bar.
You can then see all archived Subjects and search through them as you would with active Subjects. And remember, you can also find your active and archived Subjects using the regular search bar in Azendoo.
Redesigned user settings
We have also redesigned the user settings page, to make it easier and simpler to use. Click at the top of your profile and select “Personal settings.” Navigate through the settings via the top tabs.
In anticipation of upcoming changes, the frame design has been updated! As you can see, it looks very sharp and will continue evolving as we roll out our game-changing features!
Now over to you
We would love to hear more from you and discover how you would use either Follow-up Task, Copy Task, or both. We hope you enjoy these features and will watch out for more features coming soon! ;)