InsuredMine CRM | Optimize and Grow Your Insurance Agency

Status Stamps for Pending and Completed Tasks in Deal Cards

Release Date: March 25, 2025​

With this enhancement, tasks inside the Deal Card now display a stamp indicating their status either “Pending” or “Completed.” This visual marker helps users quickly identify task progress at a glance.

Use Case: This visual indicator helps users instantly identify outstanding tasks, prioritize follow-ups, and simplify workflow efficiency without opening each task individually.

To View the Enhancement:
  • Navigate to the Deal card details view.
  • Then, move to the Task View.
  • A stamp will be visible now for all the pending tasks.
  • Once the tasks are marked as “Done,” a completion stamp will now appear for all tasks.

Note: 💡  The stamps will appear for all pending and completed tasks, regardless of where they are created, including Accounts, Contacts, and Deal Cards.

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