Just Shipped: A Rebuilt Task Experience
The task system you use every day has a new foundation underneath it. Same familiar feel, but with smarter flows, richer views, and the context you've been asking for.
Purpose-built task creation
Each task type now comes with the right fields upfront, so CSAs get exactly what they need on the first submission, no back-and-forth required. Link a bank account inline, add an advisor to multiple accounts in one go, and move faster from request to resolution.
Customizable table view for your full task list
Filter by status, reassign tasks, leave notes, and change due dates, all without opening the task. Drag and resize columns to fit how you work, then save your most-used filter combinations as named views, so the way you track work today is ready and waiting tomorrow.
Centralized calendar with tasks and meetings, side by side
Calendar view that shows tasks + Google Calendar together. See your deadlines and your meetings in a single view. No more switching tabs to reconcile what's actually on your plate this week.
Status tracker with DocuSign visibility
See the status of client envelopes without leaving Savvy. Refreshes every 10 minutes and you can resend select Savvy-generated onboarding DocuSigns directly from the task.
The Bigger Picture: Less time managing the work. More time doing it.
Today's release is the foundation for a more automated, scalable product experience. The next updates help us build a platform where client segmentation and task workflows update dynamically, not manually.
FAST FOLLOWS
Rules-based smart tags | Redesigned service calendar | Enhanced tag management
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