Product Update: Task Management Dashboard

Niclas

 | 

August 28, 2024

Task Management Dashboard

Guides
Background

Valuecase's new task dashboard helps you keep all your tasks in one place. If you're working with our onboarding plans / mutual success plans a lot, this is a huge boost for your workflow.

Today, we are revealing a new tab in your Valuecase Dashboard - our new task dashboard. If your working with Action Plans - may it be in sales, customer onboarding, or else - this will absolutely transform your day-to-day!

Introducing the task dashboard

Our task dashboard shows all your open tasks in one view.

At the top, a progress chart tracks your Spaces, with customer logos moving as action plans advance.

Below, tasks are organized into three columns: due next, overdue, and the next unscheduled task. Need more? Click “view all” to see the full list. You can also complete tasks directly from the dashboard by clicking the checkbox.

The list view

The list view helps manage many tasks, displaying them in a simple table. You can filter by overdue, next tasks, or unscheduled, and use the search or Space filter.

What's next for task management

We’re adding more filters and task details (like comments and assignees) to the dashboard. We’re also exploring task integration with our Chrome extension.

And of course: We’d love to hear your thoughts as we keep improving this feature.

Want to learn more about Valuecase? Let's talk today!

(We will help you set it up too)
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