News & Updates
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Advanced filtering and saved smart lists for tasks
January 28, 2025
Significant enhancements have rolled out to streamline your task management experience in JourneyCARE.
What's New?
- Default smart lists:
Find tasks due today or upcoming soon with a single click.
- Advanced filters:
Quickly sort and find tasks using a wide range of filtering options.
- Field customization: Decide which fields to display for a personalized task view.
- Sorting options:
Organize your tasks based on priority, due dates, or custom criteria.
- Enhanced user experience: Seamlessly add or modify tasks with a redesigned and more intuitive modal.
Since rolling out the Community feature in JourneyCARE, we've discovered that organizations fall into two difference preferences. There are some that want every group member to have some sort of photo on their profile and there are others that do not care about such things and just want to get people into the group with as little friction as possible. So now we've made it possible for you to toggle the photo requirement on or off based on how you'd like it to work.
The next time you merge contacts, you'll want to be aware of a change in how workflows are handled. In this quick video, we explain the old action and what you can expect going forward.
