Product Updates
Save your most-used tasks and phases in a library, then add them to any customer's onboarding plan in seconds. No more recreating tasks from scratch–just pick what you need from your library and keep moving.
Shareil Nariman
January 30, 2025
•
3 minutes
Whether you're adding tasks during customer calls or building out new templates, every minute saved adds up to a better experience for both you and your customers.
The Task Library transforms this process by allowing you to save, organize, and instantly reuse your most common tasks and phases.
Here's how it improves your day-to-day workflow in Arrows:
Your templates likely already contain most of the tasks that are relevant to your onboarding process, but we all encounter situations where we need to quickly add individual tasks or phases to a customer's plan. Now you can do this instantly:
For example, if you need to add a review call to a customer's plan, simply find the pre-saved version in your library, click add, and it's done – complete with all settings and descriptions
The Task Library makes it easier than ever to customize plans for different customers:
Template creation and editing get a major upgrade:
For managers and team leads, the Task Library helps with important quality control benefits:
Getting started with your Task Library is straightforward:
1. Create Your Library
2. Add Content to Your Library
You can add content in two ways:
3. Organize Your Content
4. Start Using Your Library
Once your library is active, you can:
The Task Library is available now to all Arrows customers. Log in to your Arrows account to:
We're excited to see how this update improves your onboarding workflow!
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