Client Card UI/UX Improvements
in progress
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Cheree Harrington
We noticed that there is currently no option to add notes or comments. Will a comment field be included in the new Work Desk or Client Card? This feature has been very valuable for our team to document updates as we move through workflows. Additionally, we’re unable to make changes to the task detail section—will this be updated as well? We rely on that area as part of our process
Louis Retief
Cheree Harrington: Hi Cheree, as mentioned in original post on beta release this is next up on our develop roadmap and will 100% be included. See copy and paste below:
What’s coming next:
Up Next
-->Task creation parity with the old Client Card
-->Note creation parity with the old Client Card + pinned notes
Future (no particular order)
-->Deterministic AI assistance for the Client Queue (sort, filter, organize)
-->Action-oriented AI assistance (reassign, reschedule, complete)
-->Send emails directly from Work Desk
-->Tags and mentions for team members in notes
-->Full client audit history (task deleted, reassigned, rules triggered, etc.)
-->Document management (Dropbox, Google Drive integrations, etc.)
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Cheree Harrington
Hi Louis: Can we still enroll? If we can please enroll our team, please.
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Christie Jackson
Thank you for enrolling our small team in the beta program. I'm excited to try all the new features! In reviewing it this morning, one of the first things I'm noticing is that I do not see where I can filter the view for my open tasks only. In the current dashboard, our team has view for each team members open tasks. In the beta version I see everyone's tasks mixed in with mine. Is there a way to filter it to only see open tasks that are currently assigned to me?
Louis Retief
Christie Jackson: Hi Christie thanks for your comment on the beta. When you click the "Start Work Session" beta button in your hub. The client que will only display your open tasks or tasks assigned to a role that you are part of. Can you elaborate further by what you mean? Alternatively, I would be happy to schedule a feedback call: https://meetings.hubspot.com/louis29/customer-conversation
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Christie Jackson
Louis Retief Yes, I apologize for the confusion. To clarify, yes, I see all of my tasks, but many of them I am still waiting on another team member to complete a task before me, therefore I do not consider those tasks to be on my 'open tasks' for the day (since I cannot proceed until another team member completes their tasks). On the original dashboard I have the ability to filter it by "Only show workflows where the next task is assigned to me". Is there a way to do that in the new beta version?
Louis Retief
Christie Jackson: We reviewed this as a team. This is fantastic feedback, we are going to try to get someone out quick for this given the value it would provide. Appreciate your feedback!
Louis Retief
Christie Jackson: Hi Christie, we have pushed this into production. The que will now automatically only show workflows where the next task is assigned to you :D
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Christie Jackson
Louis Retief Awesome! This is so helpful, and thank you for the quick response!
Louis Retief
Thank you to everyone who has requested access to the beta — we’ll begin enabling the new functionality this week.
In the meantime, please check out our support article: https://help.myhubly.com/en/articles/14690693-work-desk-client-card-in-beta-overview-how-to-use
Looking forward to hearing everyone’s feedback! 😄
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