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.
Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first. This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.
You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages
