Exciting New Feature: Add Tasks Without Contacts in Workflows
Managing tasks in Bosseo CRM just got easier with the implementation of our new feature—Add Tasks Without Contacts in Workflows. This innovative upgrade addresses a frequent need voiced by our users; creating standalone tasks that do not necessitate an associated contact. Released as part of ongoing improvements in automations, this feature significantly optimizes workflow efficiency by allowing tasks to be created with full functionality, even in the absence of specified contacts.
Streamlined Workflow Management
Previously, workflows would skip a task creation step if there was no contact linked to that action. This limitation often hindered efficiency, especially in operational settings where tasks aren’t always contact-centric. However, with the ‘Add Task’ action now supporting contactless tasks, businesses can expect smoother, uninterrupted workflow processes. Contactless tasks maintain all the essential features—like assigning an assignee, setting a due date, establishing priority, and adding notes.
How It Works
The newly revamped ‘Add Task’ feature functions by creating standalone tasks during the workflow if no contact details are available at runtime. Meanwhile, if contact information is present, the workflow seamlessly attaches tasks to the specific contact as expected. This dual capability ensures that all task fields are honored, providing flexible task management.
Using the Feature
- In your workflow, select the ‘Add Task’ action.
- Configure the task by setting the assignee, due date, priority, and other relevant details.
- Execute the workflow using a non-contact trigger (e.g., Inbound Webhook) to effectively create a contactless task.
- Save and publish the workflow to automate tasks that do not rely solely on contact data.
Key Motivations Behind This Feature
This feature was primarily developed to support agencies that routinely require internal to-dos unrelated to specific individuals. Use cases include operational checklists, billing follow-ups, and content deadlines, which previously necessitated a workaround due to the ‘contact required’ stipulation. By eliminating this barrier, teams across various industries can now automate more aspects of their operations, reducing manual task management.
Potential Use Cases Across Industries
Home Improvement
For home improvement companies, managing project timelines, inventory checks, and safety inspections are crucial for operational success. With the ability to create contactless tasks, these companies can efficiently track these internal responsibilities, ensuring that key milestones and safety standards are consistently met without being tethered to client interactions.
Legal Practices
In the legal sector, administrative tasks such as case preparations, filing deadlines, and internal meetings often require diligent oversight. By leveraging contactless task creation, legal teams can better manage these internal processes, improving adherence to legal timelines and facilitating smoother operations within a practice.
Medical Practices
Medical practices frequently deal with internal logistics like stock replenishment, equipment maintenance, and compliance checks. The enhanced ‘Add Task’ feature allows medical administrative staff to streamline these operations without needing direct patient interaction, thus preserving valuable time and resources for more patient-focused care.
An Enhanced Bosseo CRM
As businesses strive to improve operational efficiency, the introduction of contactless task management within Bosseo CRM is a game-changer. It provides flexibility, optimizes workflow efficiency, and expands the scope of what can be automated. We are committed to enhancing the functionality of Bosseo CRM and look forward to seeing how this feature will transform task management within businesses across different sectors.
