More power to Tracks

Josef Szotten posted in Product October 12, 2017

Tracks are a long standing feature in Capsule that lots of people have come to know and love. As a hard working team ourselves we know how important it is to collaborate. We understand that sometimes it’s not only one person who does everything in a track - it’s a team effort. Today we’re happy to share that we’re taking the power of team work to tracks by giving you the ability to assign who should complete each task in your tracks.

Assign a task

The next time you go to edit a track you’ll be welcomed with some new options. To assign a user to a task, simply select a user from the new assignee drop down menu. This is by no means required though. You can also choose to assign tasks to the owner of the case or opportunity.

Before today’s update, when a pending task in a track was made active by completing the previous task, the newly active task would be assigned to the user who completed that previous task. This behaviour stays the same for any existing track definitions. However, when defining any new tracks the assignee will now default to the owner of the opportunity or case that the track is applied to. If you prefer how things were, you can choose ‘User Completing Previous Step’ in the assignee drop down menu. You can read more about tracks in our tracks support page.

Weekends - for work or play?

We appreciate not everyone wants to keep working throughout the weekends, so we’re making one more improvement to tracks. From now on you can choose ‘weekdays’ instead of ‘days’ and Capsule will exclude weekends from the days between each task in a track. That way, if the first task is due on a Friday and the next is due 2 days later, you won’t have to interrupt your Sunday lunch to get something done - instead the next task becomes due on the following Tuesday.

As always, we’re excited to hear about how tracks are helping your business. Please let us know on Twitter or in an email.

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