Introducing Task Boards In Conductor

We’re launching a great new way to visualize tasks and give everyone a better sense of project status at-a-glance. Task creation is a core component of any collaborative work management platform.

Integrate your CRM with other tools

Lorem ipsum dolor sit amet, consectetur adipiscing elit lobortis arcu enim urna adipiscing praesent velit viverra sit semper lorem eu cursus vel hendrerit elementum morbi curabitur etiam nibh justo, lorem aliquet donec sed sit mi dignissim at ante massa mattis.

  1. Neque sodales ut etiam sit amet nisl purus non tellus orci ac auctor
  2. Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti
  3. Mauris commodo quis imperdiet massa tincidunt nunc pulvinar
  4. Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti

How to connect your integrations to your CRM platform?

Vitae congue eu consequat ac felis placerat vestibulum lectus mauris ultrices cursus sit amet dictum sit amet justo donec enim diam porttitor lacus luctus accumsan tortor posuere praesent tristique magna sit amet purus gravida quis blandit turpis.

Commodo quis imperdiet massa tincidunt nunc pulvinar

Techbit is the next-gen CRM platform designed for modern sales teams

At risus viverra adipiscing at in tellus integer feugiat nisl pretium fusce id velit ut tortor sagittis orci a scelerisque purus semper eget at lectus urna duis convallis. porta nibh venenatis cras sed felis eget neque laoreet suspendisse interdum consectetur libero id faucibus nisl donec pretium vulputate sapien nec sagittis aliquam nunc lobortis mattis aliquam faucibus purus in.

  • Neque sodales ut etiam sit amet nisl purus non tellus orci ac auctor
  • Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti venenatis
  • Mauris commodo quis imperdiet massa at in tincidunt nunc pulvinar
  • Adipiscing elit ut aliquam purus sit amet viverra suspendisse potenti consectetur
Why using the right CRM can make your team close more sales?

Nisi quis eleifend quam adipiscing vitae aliquet bibendum enim facilisis gravida neque. Velit euismod in pellentesque massa placerat volutpat lacus laoreet non curabitur gravida odio aenean sed adipiscing diam donec adipiscing tristique risus. amet est placerat.

“Nisi quis eleifend quam adipiscing vitae aliquet bibendum enim facilisis gravida neque velit euismod in pellentesque massa placerat.”
What other features would you like to see in our product?

Eget lorem dolor sed viverra ipsum nunc aliquet bibendum felis donec et odio pellentesque diam volutpat commodo sed egestas aliquam sem fringilla ut morbi tincidunt augue interdum velit euismod eu tincidunt tortor aliquam nulla facilisi aenean sed adipiscing diam donec adipiscing ut lectus arcu bibendum at varius vel pharetra nibh venenatis cras sed felis eget.

Board on laptop

Our customers love working with tasks in Conductor – in fact, it’s a core component of the collaborative work management platform! To make this key tool as adaptable as possible to our customers’ preferred way of working, we’re launching a great new way to visualize their tasks and give everyone a better sense of project status at-a-glance, across a wide variety of dimensions.

For example, some customers wanted to visualize a sales pipeline and organize their task to quickly see which leads are in the qualification stage vs. the proposal stage.

Other customers wanted to visualize their workflows. For instance, a financial organization may want to visualize the approvals required before implementing a new business process. A software development team might want to see which tasks are in progress, ready for testing, or ready for launch.

Across the different uses, the request was consistent: “We want to quickly stand up a Kanban board in Conductor, add some columns, and get started managing tasks.” We took this as our starting place and used it as a jumping off point for how to “Conductorize” the standard task board.

Structure, your way

We love the idea of boards to visualize tasks, but the lack of structure in other tools like Trello wasn’t something that we felt would serve the long-term product vision.

Conductor is designed with visibility and governance in mind. Project leads across multiple workstreams, in different regions around the world, can manage their projects in a single standardized source of truth, which allows them to roll up that info and gain valuable insights. We wanted to make sure boards were built with these values in mind.

To do that, we designed Conductor’s boards to group tasks by status, by their assignee, and by a new feature we built in parallel with task boards: custom fields.

Custom fields

Customers can add a new custom field to complement our existing set of attributes (for example, due date, assigned user, project name). That new attribute is managed by an administrator and available for all tasks within the initiative. Here are just a few examples of the many ways you can use custom fields:

  • To provide a rough estimate of task effort (small, medium, large)
  • To identify workflow status (to do, in progress, requires approval, approved, completed)
  • To associate a task with a certain business category

Now, you have the ability to visualize tasks, but in the Conductor way! Boards can be pivoted on and viewed by a set of custom field value, where each column in the board is represented by a different value. Having board columns actually mean something in this way is so much more powerful and enables you to organize your tasks in whatever way best suits your working style and how your project is structured.

Custom fields pivot table

Continue learning...