Introducing AreTheyHappy's team features! :)
There are often multiple people working on the same social media accounts - and that brings about its own set of challenges:
- Workflow issues - In order to avoid any blunders on social media, it’s good practice to set up an approval workflow – mostly, so the editor or moderator can check every update before it’s officially scheduled or posted
- Lack of consistency - This can be in tone, in strategy, and so on. You need to make sure the right tone is used at all times, that only approved content gets posted, and that the methods of dealing with mentions and customer service issues are the same, no matter who's answering
- Confusion - This can stem from not knowing what to post, or where to find something, like a visual that has to be posted. More people means more complexity on this front.
In short, all team members generally need to be both active and on alert.
So how do you avoid these challenges, and build the ideal social media team?
📣Introducing "Team Tasks," a task management, team collaboration and ticketing tool that can be used for all of your social media and customer interactions.
To start with, you can add as many team members as you want, each with their own specific user permissions.
You or anyone in your company can assign tasks from the Inbox by clicking on the "Create a task" icon. You can find these on the (i) inbox list and (ii) message details section.
Once you click this icon, a pop-up will appear that lets you set up the parameters of your task. You can (i) select a request, (ii) assign the task to one or several people in your team, (iii) select a due date, and (iv) write a custom message in case you want to give out special instructions.
Note: you can assign a task to anyone in your company regardless of location assignments, roles, or account status.
Example: if Dave only has a guest role in your company and does not have access to any locations, you can still assign tasks to him. Don't worry, he'll still be able to work on that task because in each task, we display a snapshot of the assigned inbox message.
Where can I view tasks?
There are 3 pages in-app where you can access the collection of tasks that exists in your company:
(1) Task Overview Page
You will be able to view tasks in a standard list. By default, that list only displays tasks that are Assigned to You. However, you can change that filter to either show the tasks Assigned by You or All Tasks. The list can also be filtered by status.
On this list, you will see the general information about each task like User Assignments (represented by the users' avatars, so it would be helpful if you know everyone by their faces), Social Media channels, Locations, Due date, and Task Status.
Note: tasks that have highlighted Due Dates in red are overdue. It would be wise to prioritize them and get to your boss' good side.
(2) Progress Board
This view is very similar to other task management tools; the tasks are displayed as individual cards with some basic information about them. These task cards are listed under each status. Again, the red highlighted cards are overdue tasks. The avatars displayed on the cards are from the users that they are Assigned To.
From the progress board, it is very easy to update tasks' statuses. You simply drag and drop them to your desired status. Please remember that you can only update information of tasks that are (i) assigned to you or (ii) tasks that you created yourself.
(3) Team History page
In case you want to go back and take a look at your archives, you can go to the Team History page and check out the list of completed tasks from the beginning of time.
Whether you are on the Task Overview page or the Progress Board, clicking on a task will display a modal with the task's complete details.
To ensure that all feedback and communication linked to a task are not misplaced or forgotten, make use of the Internal Notes section on each task. Anyone can add a comment or feedback that can be seen by the assigned user very easily and conveniently. Gone are the days when you have to rummage through different apps or worse, physical pieces of paper on your messy desk drawer (tidy up a bit BTW 😛), just to find your boss' explicit instructions or feedback.
That is a quick rundown of the new addition to AreTheyHappy, the Team Features. 🎉
Check it out and please remember that for this initial version of Team Features, we are giving free access to everyone as part of our Beta phase.
If you have questions, concerns or suggestions, please do not hesitate to reach out to us via email at [email protected] or by clicking the Intercom support chat box on the lower right side of your screen. 🙌We really appreciate our AreTheyHappy community, as well as your ongoing feedback! ️🚀