Zingtree Tags: task manager tool

Decision Trees that Send Notifications via Text Message, Email or Slack

notifications from zingtree

A lot of business processes can be enhanced by sending notifications to people when certain stages are reached. For example, the Zingtree Task Manager makes it easy to notify key stakeholders when a process reaches a certain point, and if they need to act upon it. Notifications are simple messages that can be triggered from any node in your decision tree.

You have these options:

  • Text Messages: You’ll receive a simple SMS message to your mobile phone.
  • Emails: A simple, text email message.
  • Slack: Send a message to any of your Slack channels.

Notifications can be sent to one or more people and can include variables gathered during your Zingtree session.

How to Add Notifications

Text messages, Emails, and Slack Notifications are available via Account > My Apps:

Here’s how to add a notification:

  1. From Account, My Apps, pick from Slack, Text Message or Email notification.
  2. Add information about the notification. Text messages notifications look like this:Email notifications like this:Slack notifications let you select a channel to post to, like this:

    Once you’ve added a notification to your organization, you can attach it to any node.

  3. Edit the node where you want to send the notification from.
  4. Click the Apps/Webhooks tab, and then Add App/Webhook.

  5. Pick the notification you added previously, and enter the message to send. In this example, we’ll choose a Slack notification, and send a message about a new blog post.

    Notice that the message above contains a variable #task_name#. You can include any variables from the Zingtree session in notification messages.

  6. Click Save Changes when done.

You can add several notifications to a node; so, for example, you could send a text message and an email all at once.

Do you have a cool application for using notifications? Please share, or contact us if you have questions or suggestions.

Using Zingtree’s Task Manager for Your Business Processes

Business Process Management with Zingtree

Once you’ve been set up as an “agent”, you can log in and start using the Zingtree Task Manager. You can easily check for tasks that are awaiting your action, see other tasks of interest and revisit them.

Watch this video for a quick two-minute tour of Task Manager basics:

This video shows more advanced operations:

 

Task Manager Test Drive

Want to use Task Manager just like a real person?

Try a working version of the Task Manager here.

Operations Reference

Click on any operation below to learn how it works:

Opening the Task Manager

To start, open the task manager and log in from here.

The task manager appears like this:

Starting a New Project

  1. From Task Manager, click Start a New Project.

  2. Click the Start button next to a business process workflow. The Start New Project screen appears:

  3. Give the project a name, and click Start New Project.

You can now click through your task steps in the project.

Taking or Resuming a Task

The task manager shows you tasks which require your attention, under My Tasks Needing Action.

Click Take It to act upon the task. If you’ve already taken a task, you can click Resume to continue the task you’ve taken.

Releasing a Task

If you’ve previously taken a task, but now you want to let someone else in your group act upon it, you can Release it. In the above example, if you click Resume, your task screen will have the option to release the task via the orange Release Task button in the upper right:

Reclaiming a Task

If someone else has taken a task, and you want to act upon it and override them, you can use the Reclaim option. Here’s how to do it:

From Other Projects in Progress, click the info button to the right:

This opens the project info pop-over:

Click the Reclaim button to give yourself access to this task.

Killing a Project

Sometimes a task will get started, and it turned out to be a bad idea. Using the same process as above, you can click the red Kill button to kill a project.

Killed projects will appear under the Completed Projects tab in Task Manager.

Revisiting a Task

There may be times when you want to go back to a previous step in a project. For example, in the PC Purchase project, the manager may have declined a purchase and then changed her mind.

When a task is opened, the Task Progress accordion shows the steps taken previously. Click the brown Revisit button next to a step to go back to that part of the business process workflow.

Viewing the History of the Project

The Task Progress accordion also shows each step in the project, who acted upon it, and when (see above). You can get even more history by selecting Show Click Detail at the bottom of the Task progress area. This shows you EVERY operation on the project, not just the summary.

See more about our online task management tool for streamlining business processes