Prioritize Tasks by Customer Impact
Joseph Lee (CEO)
Jun 1, 2023
We have some exciting updates to share regarding the recent changes made to Syncly’s Task page.
The Task page on Syncly now features significant improvements that make task management even easier.
With the latest update, we have introduced grouping functionality and fields to prioritize tasks, allowing for more efficient management.
You can now structure tasks into projects and sub-projects, enabling up to three levels of grouping for better organization. Users have the freedom to create, modify, and delete projects, sub-projects, and tasks.
Example Use Case 1: Group by Product/Feature
If you manage multiple products or services, or if you prefer to organize them based on specific features, you can input them as projects or sub-projects. This allows responsible individuals for each product/feature to quickly locate and address tasks related to their area.
For instance, if you work at Google, which offers various services like Google Drive and Google Photos, you can set up projects for each service and add corresponding features as sub-projects. Then, you can manage action items for each feature as tasks.
Example Use Case 2: Group by Departments
In some cases, it's crucial to manage action items clearly segregated by departments. There may be instances where certain customer issues require development-oriented solutions, while others may need marketing-related interventions.
For instance, bug fixes or feature enhancement requests may require the involvement of product and development teams. On the other hand, recurring general inquiries can be resolved by the marketing team through email guides/FAQ distribution or in-app notifications. By creating such distinctions, you can structure your tasks accordingly.
Each task can be linked to customer feedback, and you can assign priorities based on the feedback provider (account). Assess the urgency of issues by considering factors such as the number of feedback submissions, the total monthly recurring revenue (MRR) from the respective accounts, and the negativity level of the feedback. This way, you can prioritize tasks more effectively.
1) Feedback: Indicates the number of feedback entries associated with the task.
2) Account: Represents the count of accounts identified in the feedback linked to the task.
3) Negative: Reflects the proportion of negative sentiment in the feedback associated with the task.
4) MRR: Represents the total MRR of the accounts identified in the feedback linked to the task.
If you have a backlog of customer feedback and are unsure how to prioritize them, consider evaluating the impact on customers to determine the order of prioritization.