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New Tasks Page Design: A Better, More Intuitive Experience
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What's New

Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Stay Compliant with Automated Client Review Reminders by Email and SMS Integrated Email Marketing with SendGrid Multiple writing Advisors Per Account Click-To-Call Solution Announcement Email Marketing Campaigns Announcement Click-to-Call and Measuring Scheduler Performance New Subject Lines for Appointment System Email Notifications Unlock Your Advisory Firm's Full Automation with Workflows Increase Productivity and Save Time with LeadCenter Peek

New Tasks Page Design: A Better, More Intuitive Experience

We’ve redesigned the Tasks Page and Tasks Section inside Contact Details to enhance usability, streamline navigation, and improve visibility. The new interface introduces a cleaner layout, better task organization, and faster filtering options, allowing you to manage your tasks more efficiently.

Key Enhancements

1. Improved Sidebar Navigation

Before: Task categories and filters were only accessible via dropdowns.

Now: A dedicated sidebar menu lets you quickly filter tasks by:

  • Task Lists – Organize tasks based on predefined lists.
  • Categories – Group tasks under relevant categories for better tracking.
  • Task Views (Inbox, Today, Upcoming):
    • Inbox: Tasks that don’t belong to any task list.
    • Today: Tasks due today.
    • Upcoming: View of all future tasks.
  • On the Tasks Section inside Contact Details: The layout has been redesigned for better visibility and ease of use, without a sidebar.

Additionally, by default, the page filters tasks assigned to the logged-in user and displays "Today" tasks to keep you focused on urgent priorities.

2. Enhanced Task Display & Organization

Before: Tasks were displayed in a dense list without clear status indicators.

Now:

  • Color-coded status labels (e.g., In Progress, Completed, Overdue) make task progress clear.
  • A more structured layout improves readability and interaction.
  • Quick action buttons allow you to manage tasks with fewer clicks.
  • Priority Starring: Tasks retain the priority star indicator for important tasks.

3. More Powerful Search & Filtering

Before: Searching for tasks was limited and slow.

Now:

  • A more prominent search bar allows filtering by task name, contact, or notes.
  • Predefined filters help refine task lists by task owner, task views, and task status.
  • The Owner Dropdown has been moved to the top-left for quick user filtering.
  • Task Status Filtering has been moved to the top-right dropdown, improving accessibility.

Get Started

Explore the new Tasks Page today and experience the improved design for yourself!

For further assistance, contact LeadCenter Support at support@leadcenter.ai.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.