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Tasks
Actionable tasks. Account context maintained.
Overview
Tasks in Thena allow customer-facing teams to manage ongoing actions directly from each account. Whether you’re setting up onboarding milestones, following up on escalations, or coordinating implementation timelines, tasks help you stay on top of what needs to happen—right from the account view.
No separate tools. No disconnected workflows. Just everything in context.
Key features
Account-level task management
Tasks live within each account, giving you:
- A clear view of pending actions per customer
- Visibility across tickets, notes, and tasks in a single pane
- Cross-team collaboration without the back-and-forth
Perfect for customer success, solutions, onboarding, and account management teams.
Two powerful task attributes
Thena supports two attributes for tasks by default:
Task type
Helps categorize the nature of the task. Default values include:
- 👁️ Review
- ✏️ Custom
- ✅ Approval
- 💬 Follow up
You can add, remove, or rename task types as needed—and assign custom icons to each for visual clarity.
Task status
Tracks the progress of each task. Default statuses include:
- ❌ Cancelled
- 🔄 In progress
- ✅ Completed
- ⏳ Pending
Admins can fully customize these values—change labels, assign icons, and tailor status flows to fit your team’s process.
Fully customizable with icons and color coding
Every task type and status value can be:
- Assigned a unique icon
- Color-coded for quick recognition
- Modified or deleted based on your evolving workflow
- This gives you a rich, intuitive visual system without overcomplicating setup.
Filter, automate, and notify
Tasks aren’t just static checklists—they’re dynamic entities that power automation and visibility:
- Filter tasks by type or status inside the account
- Trigger workflows (e.g., reminders, escalations, handoffs)
- Notify team members based on task conditions or updates
- Set ownership, due dates, and priorities
- Tasks become an operational layer that scales with your team.
Use cases
Onboarding
Track implementation steps during customer onboarding to ensure smooth adoption
QBR follow-up
Assign and track action items from quarterly business reviews
Support patterns
Review ticket patterns across strategic accounts to identify trends
Integration projects
Manage custom solutions or integration timelines with clear ownership
Renewal preparation
Create pre-renewal checklists to reduce churn and increase expansion
Summary
🚀 Tasks in Thena make account-level execution simple, structured, and scalable. With flexible attributes, icon support, and workflow integration, they bring clarity to customer operations and make sure nothing slips through the cracks.
It’s more than task tracking—it’s intelligent execution, embedded directly in your customer workflow.