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Task Customization & Display
Show/Hide Fields in Task Views
You can now customize which fields appear in List and Kanban views.
✅ List View:
Add multiple fields like Estimated Time, Tags, and any Additional Task Form Fields.
✅ Kanban View:
Add one extra field to keep cards clean.
If that field is Currency or Number, the total for each state is shown in the column header.
Visit the user manual to adjust the settings.
Two New Field Types for Task Forms
💰 Currency:
- Enter amounts with currency symbols (e.g., 1,500₺, $99).
- Useful for budgeting, bids, and cost management.
✅ Multiple Selection List:
- Select more than one option in a single field.
- Great for task categorization, tools used, skills required, etc.
Visit the user manual to adjust the settings.
Custom Actions to Speed Up Your Workflow!
Custom Actions in Cubicl are predefined actions that lets you perform custom tasks on selected items, boosting workflow efficiency ⚡ and improving the user experience.
Create custom actions to speed up your workflows and add them to your tasks!
How Custom Actions helps you:
Send Notifications: Notify via email, SMS, Slack, or Teams when a task is complete 📧📱.
Fetch Customer Details: Pull CRM data and display it in tasks for quick access 🧑💼🔍.
Generate Task Report: Convert task data into a PDF and download it 📊📥.
Open Related Record: Open linked records in other apps (e.g., Salesforce) in a new tab 🔗🌐.
What a Custom Action is NOT:
❌ It’s not an automation that runs on every task automatically. Users must trigger it manually when needed.
❌ It’s not created inside Cubicl. Custom Actions are set up elsewhere (like automation tool or another software) and then selected in Cubicl.
❌ It’s not a task itself. It’s an action that helps speed up repetitive processes and enhances task management.
To learn more, please visit the user guide.
Free Automation Credit 🚀
We’re giving free Monkedo automation credits to all organizations with a Cubicl subscription! Now, you can streamline your workflows and integrate Cubicl with other apps effortlessly.
🔹 Starter Plan → 100 Monkedo Credits per Cubicl user
🔹 Professional Plan → 200 Monkedo Credits per Cubicl user
🔹 Enterprise Plan → 300 Monkedo Credits per Cubicl user
Take advantage of these credits to automate tasks, improve efficiency, and connect your favorite tools with ease.
Curious about Monkedo and how it works? Wondering how to connect it with Cubicl? We've got you covered!
👉 Check out our guide for all the details!
🚀 Meet the Cubicl AI Feature! 🤖✨
With the AI button on the task page, you can:
- Get summaries for lengthy tasks 📝
- Ask task-related questions and receive instant AI-powered answers 💡
For details on enabling this feature, consent requirements, and more, check out our user guide. 📘
🌟 What’s Next?
We’re planning to integrate AI even deeper into Cubicl. But we need your input!
💭 How would you like to use AI in Cubicl? Share your ideas in the comments below. Let’s build the future of task management together! 🙌
Import Tasks from Trello to Cubicl
You can now import your Trello cards into Cubicl as tasks.
To get started, go to Others > Integrations in the left-hand menu and connect your Trello account. Once connected, click the "Import Cards" button. Next, select the Trello Board containing the cards you want to transfer. Then, choose the Cubicl project where these cards will be imported as tasks.
We’ve used Monkedo’s powerful iPaaS (Integration Provider) feature to make the Trello-Cubicl integration seamless. The automations created within Monkedo enable you to list your Trello Boards and import your cards as tasks directly into Cubicl.
You can also leverage Monkedo to expand the integration capabilities of your own software.
