Introducing To-Do lists for your teams in Helpmonks

Introducing To-Do lists for your teams in Helpmonks

We are incredibly excited to introduce To-Do lists for teams for your Helpmonks shared inbox. To-Do lists for teams is the next step in empowering our customers to get more done in a shorter time.

With the To-Do Manager, you can assign a specific To-Do to another team-member without assigning the whole email conversation to the user. Additionally, you can create as many To-Do's as you require for a conversation. Furthermore, you can create To-Do's independent of an email, either for someone else or for yourself, including private To-Do's, that no one else can see.

To-Do lists are accessible within Helpmonks at any time in the top navigation. Here you can filter To-Dos by a user, due date, and category. Categories allow creating To-Dos for specific topics, e.g., Support, Sales, Urgency, and so forth.

Helpmonks to-do lists for teams

Not only can you create a To-Do, but users can also comment on each item with a convenient commenting option. The commenting functionality lets you and your team have a finer-grained conversation on a specific topic. While "comments" aka "notes" are a substantial part of an email in your Helpmonks shared inbox, they tend to be general and might not always be of interest to all members of a shared mailbox. In this case, a To-Do might serve the purpose better primarily, as one does not need to assign the whole conversation to a user.

We think that the new To-Do lists for teams will become a substantial part of you and your team as they are easy to create and allow for fine-grained control of all the steps that your team might need to do before getting back to the email sender. The use-cases where we see the benefit of a To-Do Manager right in your Helpmonks shared inbox are endless.

The To-Do Manager works on mobile devices as well, so you can see them in one central location on the go. On your mobile, you will have access to the To-Do's right next to the global mailbox icon.

To-Do lists for teams is already available for every user in Helpmonks that has the "BLISS" plan. The To-Do Manager works

We can't overstate the importance of the To-Do Manager in your Helpmonks shared inbox and are looking forward to any feedback.

The Helpmonks shared inbox works with every email provider

Don’t be locked to your email provider. Also, don’t choose a solution that only works with one platform. Helpmonks works with every email provider (Office365, Exchange, Gmail, your email server, etc.) and is the only provider that offers dedicated cloud servers and a self-hosted edition for your shared inbox. Sign up today for a free 30-day trial for your shared inbox.

What people are saying about Helpmonks

I really appreciate you always improving the product. Makes it apleasure to use.Have a great weekend!


FYI,very happy customershere at Oosterpoort, we use helpmonks on a daily basis :-)


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Helpmonks gives you the ability tocollaborate as a groupin your shared mailbox, features aTeam To-Do App, powerfulCustomer Relationship Management (CRM)capabilities, integratedLive-Chatand anEmail Marketing Platform, approval control, collision detection, email tracking, reminders, mentions, custom fields, custom applications, satisfaction ratings, Single-Sign-On & SAML authentication, Trello, Zapier, Slack, Livechat, Chatra, a Developer API, and much more.

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