Tasklist Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Mention in Task Comment with Email Notification

Arzoo Kiran — Wed, 25 Feb 2026 11:07:57 +0000

Release Date:- 19 February, 2026

We have introduced a new enhancement under the Tasklist module. Now, any agent can add comments to tasklists created by other agents for their clients. When a comment is added, the assigned agent receives both a notification and an email in their registered email inbox.

Use Case: This enhancement ensures that agents are immediately informed when comments are added to their assigned tasks. With timely notifications and emails, agents can review comments quickly and take prompt action as needed.

To view the enhancement:

Navigate to Tasklist.
Click on the Task Title.

The task panel appears.
A comment box is available to insert text or an image.

As shown below, add a comment and paste an image for the agent in the Comment Box.
Click on Add.

The agent for whom the comment (task) is added receives the email in their Email Inbox.

Note: You can also add comments for agents in tasks under Account 360 , Contact 360, and Pipeline.

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Option to Filter by Task Completion Date

Avinash Barik — Mon, 03 Mar 2025 08:00:24 +0000

Release Date: March 1, 2025

With our latest enhancement, you can now filter tasks by their completion date. This makes it easier to find and track completed tasks quickly.

Use Case: Allows users to review tasks finished within a specific timeframe. Whether for tracking productivity or verifying completed work, this filter makes task management more efficient.

To View the Enhancement:

Navigate to the Tasklist Module.
Next, click on the ‘Filters’ option.

A minimized panel will appear, displaying all available filters.
Select the ‘Completed Date’ filter to add and view tasks based on their completion date.
Then, click Apply.

Once you apply the filter, tasks completed on the selected date will be displayed.

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Tasklist – Filter by Task Template

Avinash Barik — Mon, 03 Mar 2025 07:24:26 +0000

Release Date: March 1, 2025

With our latest enhancement, you can now filter templates based on the tasks they’ve been added to. This means when you select a template or multi-select, you’ll be able to view the tasks where that template has been used.

Use Case: Ability to track tasks linked to specific templates. Select one or multiple templates to view all associated tasks instantly, streamlining task management.

To View the Enhancement:

Navigate to the Tasklist Module.
Next, click on the ‘Filters’ option.

A minimized panel will appear, displaying all available filters.
Select the ‘Templates’ filter to select the templates or multi-select.
Next, click Apply.

Tasks will be filtered and displayed with the selected templates attached.

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Bulk Assign and Re-assign Agents in the Tasklist

Avinash Barik — Sat, 01 Mar 2025 10:05:21 +0000

Release Date: March 1, 2025

Now, you can bulk assign tasks to multiple agents or reassign them as needed. This new enhancement simplifies task management by allowing you to bulk assign or reassign tasks to multiple agents, saving time and ensuring accurate task distribution.

Use Case: This Ability is perfect for agencies handling a large number of tasks. Whether you need to distribute work among agents or reassign tasks due to staff changes, this feature helps you do it efficiently.

To View the Enhancement:

Navigate to the Tasklist module.
Select a Task or Multiple Tasks in bulk.

Next, click on the newly added ‘Add Assignee’ option.

Click on the newly added ‘Add Assignee’ option.
A minimized panel will appear to add an assignee.
Next, choose a single assignee or multiple assignees for the task.
Optionally, remove the prior assignee.
Click Update to save the changes.

Once updated, the assignee will be changed for the selected task or multiple tasks.

If you navigate within the task, you will see an update indicating that the task assignee has been changed.

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Calendar Event Updates on Task Edit

Avinash Barik — Tue, 16 Jul 2024 10:17:49 +0000

Previously, when you created a task—whether from the Contacts, Deal Card, Tasklist module, or the ‘add task’ option throughout the module—and added it to the calendar, any updates to the task would reflect in the calendar. However, editing, postponing, or advancing the task would trigger repeated task notifications as reminders from the calendar event. Now, with the enhancement, any updates made to the task will also update the calendar event accordingly.

Use Case: Any edits you make to tasks within the Deal Card, Contacts module, or Tasklist will be accurately reflected in your calendar, eliminating redundant notifications and ensuring your calendar stays up-to-date and clutter-free.

To View the Enhancement:

Select a Contact and Click on the Action Button.
Next, click on the ‘Add Task.’

Assign a task and make sure to click on ‘Add Task to Calendar.’
Click on Save.

You will receive a success message saying: ‘Success Task Added.’

The task has been successfully added to the Calendar as well.

To Edit the task in the calendar:

Click on the edit option.

Update the task within the calendar event, such as changing the date and time.

The task will then be updated within the calendar.

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Search Field in Assign Agent

Avinash Barik — Mon, 15 Jul 2024 14:13:10 +0000

Now, we have a dedicated search field for assigning an agent within the Deal card view and Task list.

Use Case: Now, with a dedicated search field for assigning agents within the Deal card view and Task list, users can swiftly locate and assign the most suitable agents, streamlining task management and enhancing efficiency.

To View the Enhancement:

Navigate to the Pipelines Module.
Then, select any deal card.

Click on the ‘+’ icon to assign an Agent.
Randomly search and assign an agent from the provided search bar below within the deal card view.
Hit save.

TaskList:

Navigate to the Tasklist module.
Select a Task title.

Click on ‘+’ icon to assign an agent.
Now, Randomly search and assign any agent from the provided search bar below within the Task list.

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Link Policies to Tasks

Arshad Hussain — Fri, 02 Feb 2024 13:19:06 +0000

Now, while adding tasks, you can select policies and map them to tasks associated with a particular account, contact, and deal card

To view the enhancement:

Click on the Accounts module.
Select any account and navigate to the Account 360 view.
Click on tasks to assign a task to the account.

While adding a task, you can map the policy to the task associated with the ‘account’ using the ‘select policy’ option.
Select the policy to map with the task associated with the account.
Click Save.

You will be then able to view the policy number mapped to the task successfully.

If you haven’t chosen a policy while adding a task, you can easily do so by following these steps:

Select the task you created.
Click on the three dots icon associated with the task.
From the dropdown menu, select the ‘Map Policy‘ option.

Note: You can link existing policies to tasks from various modules like accounts, contacts, deal cards, and the task list.

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Map dealcard to task

Arshad Hussain — Thu, 04 Jan 2024 10:45:18 +0000

The feature of mapping a deal card to a task was previously unavailable in Account 360 or Contact 360. However, now there’s an option to do so. This helps agents better understand which tasks are associated with which pipeline cards, aiding in task prioritization.

Areas from where you can map pipeline card to task easily:

From Account 360:

Navigate to account 360 of the account & then click on tasks.
If you have a task scheduled, then click on the three dots icon and then choose ‘Map pipeline card’ from the drop-down menu.

From Tasklist module:

Select any tasks from the tasklist module & click on the three dots icon.
Select “Map pipeline card.”

From contact 360:

Navigate to Contact 360 of any contact , and then click on the tasks option.
If you have a task scheduled, then click on the three dots icon and then choose ‘Map pipeline card’ from the drop-down menu.

After these initial steps, the process remains same for both scenarios:

A minimized window will appear on the right, asking you to click on the selected pipeline card.
Click on the map option.

You will get a success message saying: Pipeline card mapped successfully!

Note: This mapping process is a one-time action. Once completed, you cannot redo it for the same task.

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Create Tasks

InsuredMine — Mon, 25 Sep 2023 12:30:14 +0000

You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget.

Plus icon will open up a form at the right side of the screen to allow you to add more information about the task including:

Task template
Task name
Task Type
Contact Name
Assignee
Priority
Task Description
Due Date
Add Attachment (if any)

Adding task in Task List widget is independent of any specific contact, prospect or deal. However, there are a couple of other places to add tasks that will show up in the same widget but they are dependent on contact or deals.

1. Add Task in Account > Contact > Task

2. Add Task in DealBoard > Deal Card

3. Add task from Contacts

In contacts, you can also add tasks by clicking on the 3 dots. This. this can be also done from the top bar quick add button.

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Deals, Files, Notes, Tasks in Account 360

Anjali Kapadia — Sat, 23 Sep 2023 06:46:53 +0000

Two different tabs have been added in the Account 360 section. When notes or tasks are added under a contact, it will be also reflected in the Account360 section under task and notes

If an account has multiple contacts, and a policy or deal is added to that account, it will be available for all the contacts. But if any task or notes is added for any contact under that account, then the task and notes will be available for that specific contact only. And the files will be available for all contacts under that account.

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Manual Sync of Activities in AMS360

Anjali Kapadia — Fri, 22 Sep 2023 17:00:21 +0000

Now you can sync the activities of contact with AMS 360. The sync option can be either manual or automatic.

To view the enhancement:

Navigate to settings
Click AMS360 sync fields
By default, the auto will be selected, but agents/admin can change it to manual.

So, if the manual sync option is selected then any activities performed related to notes, SMS, email, task, files, and activity, then the sync option will be available under the action tab (3 dots). To sync the activity agents need to click the sync button.

Note: The sync option will be available if the contact is synced with AMS360.

For example, if you want to sync an email, then once you click on the sync option, you will get the option to select the activity and the select policy. But the activity and policy are optional, it’s not mandatory. These two sync fields that are activity and policy will be available while syncing notes, SMS, email, task, and files.

But for activities the sync fields are different, and the contact name is mandatory.

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Contact details are displayed on the task detail page

Nidhi mhendhiratta — Tue, 23 May 2023 10:02:00 +0000

Update – Tasks will now display contact information linked to any task
Use case – Easier to view and communicate with the contact.

Process

Navigate to Account 360
Click on the Tasks tab, and choose the Task name

Contact Info (Email, Phone, Address) will be displayed on the right panel of the screen. In this section, you will find the following:
- Contact information with the options to Call, send an Email/SMS
- Add notes to the contact
- Add File and Activity to the contact
- Add a deal card and view deals linked to it
- View the number of policies linked to contact

Note: You may view the contact information pane from any screen that displays tasks.

Contact 360

Pipeline

Activity dashboard

Tasklist

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