⚡️ Other integrations

Task, note, and project categories

Categories help you organize your activity items in Vitally, and also give you some 'special' power alongside account views & playbooks

As you work with your customers using notes, tasks, and projects, you can organize this work underneath single Categories. A Category is simple in theory - think of it like the folder that a file would belong to. That said, they also have a ton of power in Vitally!

For example, if you head over to your Accounts page in Vitally and open your available columns, you'll see a section for Activity. In that section, you'll see fields for each of your task, note, and project Categories:

Each of these columns, when enabled, add a column to your Accounts view showcasing the last completed/up next 'activity item' associated to that category. For example, in the above, I can easily see the next due Task associated to the Support category by clicking the column Support (next due task) column. With that column in View, I can click on the task to see (and work on) the task from the Accounts view 🎉

Not only do you have columns for each of your categories, but also filters, which allows you to easily (for example) find all accounts that have not had a Support task completed within a recent timeframe (as an example - of course, you can do this for all your categories!).

These filters are supported throughout Vitally - in your health scores, playbooks, etc. This opens up a whole world for new automation! For example, say you have 2 different Onboarding projects - 1 for high tough accounts and one for others. By unifying your Projects underneath a single Onboarding category, you can now build workflows like "For all accounts without an Onboarding project in the last 90 days, create one". Of course, that's just a single example - the real possibilities are endless!