Tasks

This new feature allows users to create, manage, and track tasks directly within the platform, ensuring that important follow-ups are never overlooked.

Tasks in Main Navigation

In the main navigation under the bell icon, you can view current tasks and create new ones for future follow ups.

From here, you can add all the necessary information for your tasks.

The “Relates To” label allows users to add a fan or Program to a task, providing quick access to relevant data points when the task is due. These data points serve as helpful reminders to distinguish this task from others.

Edit Tasks

Users can edit tasks by clicking the name of the task in the to-do list view.

User can edit and update all task details from this view.

To Do List Navigation

Users can use left and right arrows to navigate one day in the appropriate direction.

Users can jump to any date by clicking the calendar button.

Completing a Task

To complete the task, select the checkbox to check it off your list. After a short delay, the task will be moved to the Completed tab.

Users can view past completed tasks and clear all tasks under the completed tab. After clearing all tasks, they cannot be recovered.

Create Task From Notes

Users can create a task while writing a note on a fan profile. If a users adds a task while drafting a note, the software will automatically save the fan's name for the “Relates To” information.

Additionally, if users are working within a Program, the software will automatically save both the fan's name and the Program the user is currently working in.

If users are operating in a Program the software will automatically save the fans name and the program a user is currently working in.

Enabling Reminders

Operating System Notification settings (Required)

Apple

• Select Apple menu

• Select System Settings

• Select Notifications

• Select your web browser (e.g. Google Chrome)

• Toggle the Allow Notifications button to On in the top section of the window

• Toggle the notification options to the desired settings in the lower section of the window

• See the Apple support article for more information: https://support.apple.com/guide/mac-help/notifications-settings-mh40583/mac#:~:text=On%20your%20Mac%2C%20use%20Notifications,may%20need%20to%20scroll%20down.)

Note: Setting to any Focus modes will block notifications

Windows

• Select Settings

• Select System

• Select Notifications

• Toggle Notifications button to On in the top section of the window

• Select your web browser (e.g. Google Chrome)

• Toggle the Allow Notifications button to On in the top section of the window

• Toggle the notification options to the desired settings in the lower section of the window

• See the Windows support article for more information: https://support.microsoft.com/en-us/windows/notifications-and-do-not-disturb-in-windows-feeca47f-0baf-5680-16f0-8801db1a8466

Note: Setting to Do Not Disturb will block notifications

Web Browser Notification Settings (Required)

Google Chrome

• Open Google Chrome

• Navigate to FanThreeSixty Prod - http://app.fanthreesixty.com/

• Access the site settings

  • Select the three dots on the far right of the URL bar

  • Select the Settings icon

• Select Privacy and Security on the left side of the screen

• Select Site Settings in the middle menu

• Select the drop down menu across from Notifications in the list in the middle of the screen

• Select Allow

• Refresh the platform

Note: Setting to Incognito mode will block notifications

Future Developments

• Users will be able to assign reminders to their tasks to help remember important upcoming tasks.

• Toggle on and off web browser notifications.

• Users will be able to configure their notification preferences.

• Users with permissions will be able to assign tasks to other users.

Additional Feedback