E-mail Box Feature

New 2 weeks ago

🔔You can now integrate your email addresses to Cubicl so that tasks are automatically created from incoming emails.

Thus, your team can work together on these e-mails and follow the process from scratch. You can reply to emails directly on Cubicl and see replies from email senders. You can choose which group or users will be assigned to incoming e-mails based on each e-mail box you add.

You can use this feature for different purposes such as collecting support requests, creating tasks from job applications, managing information and proposal requests from your customers.

📍To activate the feature, follow the paths; others>organization>organization details>active pages. (Only account managers can do it.)

PS: This feature has been added to the Enterprise Package.

🔔Now, you can easily select multiple tasks and perform the following actions effortlessly;

  • archive
  • edit
  • delete
  • move to another group
  • export to Google Calendar

❕ To do this, first you need to open up the tasks page of the relevant group, and click three dots at the right of one of the task cards, then click the "select" button. To select multiple tasks together just click on the other tasks that you want. 

After selecting the tasks, you can perform the actions you want to do via the operation box that appears at the bottom right of the page.

PS: To deselect a task, simply click on the task card one more time.

Exporting Task Details

New 2 months ago

🔔You can now export task details and activities in Excel format.

To do this, you can click the "Export Task" button in the action menu on the task detail page.

Export task details easily in the excel format.

 

🔔You can use the forms to collect information about tasks, create operation forms, or conduct internal surveys.

For this, you must first activate the form feature via the organization page.

You can create new forms by clicking the add form button on the forms page. While creating the form, it is possible to choose which fields will be in this form, their type (such as short text, long text, date, multiple options, etc.), their order, whether they are required or not. All forms you create appear on this page.

A previously created form can be added through the settings button on the task's details page. The assignees on the task can give more than one reply to the form. The replies by whom and when are recorded.

File Activity Records

New 3 months ago

🔔Now, in Cubicl, the records of all operations such as downloading, uploading, editing, deleting, moving on a group's files can be displayed.

These activity records include who, when, on which file or folder, and other relevant transaction information. Check out Files>Activities.

 

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