We've got some fantastic news to share – the wait is officially over!
Client Hub is thrilled to introduce our brand-new feature: the Pinned panel on the Internal Workspace page. This handy tool is designed to revolutionize the way you manage your Client Tasks, Client Messages, Client Notes, Internal Jobs, and emails (coming soon!). Imagine having all your crucial information right at your fingertips, effortlessly organized and easily accessible. Exciting, isn't it?
What's the Buzz About?
Our Pinned panel is a game-changer. It allows you to pin essential items from your account, ensuring that your most critical tasks and messages are always front and center. The best part? It's incredibly user-friendly. Here's how it works:
- Pin It: Select the item you want to prioritize, whether it's a client task, a message, a note, or a job. With just a click, you can pin it to the panel.
- Stay Organized: Once pinned, your items will appear in the panel, This visual aid helps you stay on top of your game, ensuring nothing important slips through the cracks.
- Track Progress: Have you completed a task or resolved a message? Click the pin again, and it turns green, indicating it's done. It's a satisfying way to mark your achievements and track your progress.
- Easy Removal: Finished with a pinned item? No problem! Click the green pin, and the item gracefully exits the panel, leaving you with a clutter-free workspace.
Why You'll Love It
Managing your workload has never been this effortless. Our Pinned panel feature is your secret weapon for staying organized and focused. Here's why you'll love it:
- Efficiency: Say goodbye to scrolling through endless lists. With the Pinned panel, your essential items are just a glance away.
- Productivity Boost: By keeping your most important tasks visible, you'll naturally prioritize your work and accomplish more in less time.
- Simplicity: No complicated procedures here. Pinning and removing items is as easy as a couple of clicks, streamlining your workflow.
- Focus: With distractions minimized, you can concentrate on what truly matters, enhancing your overall productivity and job satisfaction.
How to Get Started
Getting started with the Pinned panel is a breeze:
- Select Your Item: Choose from Client Tasks, Messages, Notes, or Jobs – whatever you need to focus on.
- Pin It: Use the pin button or action icon to pin the item to the panel. It's that simple!
- Stay Organized: Enjoy the benefits of a clutter-free workspace and heightened productivity.
In the near future, our existing customers will also be able to pin emails, making communication management even more seamless.
So, what are you waiting for? Dive into your Internal Workspace page, explore the Pinned panel, and take control of your workflow like never before. Your organized, stress-free work life awaits!