Missed our latest Product Pulse? No worries! We dove deep into the world of Copper Tasks, starting with going over the very basics and then exploring how to maximize your process efficiency and effectiveness through Task types, automation using IF/THEN statements and workflow recipes. 
Here’s a quick rundown on what we covered:
- Mastering Task types: We explored the three primary task types: single, recurring, and automated and learned how to effectively utilize each type to optimize your workflow.
- Task Automation: Discover how to automate Tasks based on specific conditions and triggers, saving you time and effort.
- Mobile Task management: Learn how to manage tasks on the go with the Copper mobile app.
- Task reminders and notifications: Ensure you never miss a deadline with Copper’s reminder system.
- Task and project integration: See how Tasks can be seamlessly integrated into projects and opportunities from the Pipeline board view.
- Advanced Task strategies: Explore advanced tips and tricks to further optimize your Task usage, including workflow recipes and automation strategies.
Timestamps:
👉 What is a Task? (2:50 - 5:38)
👉 What type of Task should I use? (5:30 - 6:50)
👉 Creating a Task (6:55 - 8:41)
👉 Tasks in the mobile app (8:41 - 9:30)
👉 Task reminders (9:30 - 11:38)
👉 Automating Tasks - IF/THEN statements (11:41 - 14:43)
👉 Creating Task Automations - IF/THEN statements (14:43 - 19:00)
👉 Task workflow recipe (19:00 - 22:00)
Want to learn more? Check out our Help Center for detailed instructions and workflow recipes here.
Coming up:
Learn how to effortlessly navigate your contacts, opportunities, and tasks, all from the palm of your hand. 🤳 Discover the power of importing your phone contacts, sending emails on the fly, and even logging calls and texts. We'll also explore the ins and outs of mobile-specific settings and highlight what's accessible and what's best left to the web app. So, whether you're a seasoned Copper user or just starting out, November’s Product Pulse is for you. Register here!
We hope you found this webinar informative and valuable. Stay tuned for more exciting updates and insights from the Copper team!
Until next time,
Amie at Copper