Overview: Elate’s Tasks transforms Google Tasks into a powerful task management system, ideal for teams who need more advanced features and seamless integration. Go beyond basic task lists with features like task statuses, review assignments, task assignments, and custom tags.
Who is it for?
Project managers
Team leads
Cross-functional teams
Anyone who needs robust task management system that goes beyond the basic functionality of Google Tasks
Key Features:
1. Gmail Integration & User Interface
Request Sidebar: Displays request details, status, and action buttons right next to your Gmail messages.
Threaded Comments: Collaborate directly within the email threads, with visibility on all comments and notes.
Quick Assign and Status Update Buttons: Assign tasks, update statuses, and add tags directly from the Gmail interface.
2. Requesting System
Unique IDs: Every email or conversation is tracked as a unique request.
CRUD Operations: Create, read, update, and delete requests with status changes and comment history.
Tagging & Prioritization: Organize tasks with priority labels (High, Medium, Low) for easy sorting and action..
3. Customer Data Management
Customer Profiles Integration: Associate emails with customer profiles by domain matching or manual entry.
Unified Activity History: See a complete timeline of all interactions and notes with each customer.
Contact & Account Details: Store essential customer information such as phone numbers, email addresses, and account types (e.g., B2B, B2B2C).
4. SLAs & Notifications
SLA Monitoring: Set SLAs based on request priority and track your performance.
Automated Notifications: Get alerts for SLA breaches and high-priority reminders via Customer.io integration.
Real-Time Alerts and Escalations: Send alerts within Gmail for immediate action on critical requests.
5. Collaboration & Activity Tracking
Shared Drafts & Internal Notes: Collaborate on responses with real-time updates and keep your team informed by using internal notes.
@Mentions: Notify specific team members within threads for faster collaboration.
Centralized Activity Feed: Stay up-to-date on all task updates and actions.
How to create/add task:
Open your Elate Side Panel and click the Task icon
on the right section.Click the plus sign (+) to create a new task
These are the fields/options available when creating a task:
Assignee
Title of the task
Description of the task
Spaces
Date and Time (due/deadline)
Subtask
Status (Active or Completed)
+3 (opens additional options for Approval, Related Channel, and Attachments)
3 Dots: Delete Task
Filter (allows you to filter by Status or Assignee)
Sample Use Cases of Tasks:
1. Support Request Handling: Efficiently manage customer support emails by assigning unique IDs, tracking progress, automating notifications for SLA thresholds, and collaborating on solutions.
2. Sales Follow-Up: Improve sales workflows by automatically linking inquiries to customer profiles, setting reminders, and tracking follow-up actions, ensuring no leads fall through the cracks.
3. SLA Escalation and Notification: Proactively address time-sensitive requests with automated SLA monitoring, real-time Gmail notifications, and escalation alerts, preventing SLA breaches.
4. Internal Collaboration on Complex Cases: Facilitate teamwork on complex issues by assigning requests to shared inboxes, tagging relevant team members, collaborating on shared drafts, and tracking progress, leading to faster resolutions.
