Updates, insights, and how-tos to help you get the most out of the Green Check platform.
April showers bring May flowers, but our product newsletter brings you a shower of exciting updates! 🌧️🌼 Welcome to the April edition, where our team has cultivated a garden of enhancements to nurture your cannabis banking experience. Rain or shine, these features are sure to brighten your day.
Guess the Green Check Feature
How many clues do you need to identify this month’s feature? 🤔
- Clue 1: I help you stay in touch with your CRBs directly on the app.
- Clue 2: I can be used internally for notes or to facilitate workflows, or externally to gather more information.
- Clue 3: From here, you can create trackable tasks with assignees and due dates.
👇 Scroll to the bottom for the answer 👇
What's New & Coming Soon 🙌
Tasks & Assignments: A New Way to Assign Ownership 🆕
With this soon-to-be-released enhancement, you'll have the power to designate specific users or groups to receive notifications and complete tasks within distinct areas of the app. This fosters clearer ownership of tasks and streamlines work organization within Green Check.
Want to learn more? Jump down to the "How to" section to see more details. Also register for a training webinar happening next week that will teach you all about tasks, best practices, and this exciting new feature.
Register for Task Training Webinar: Happening on May 7th at 1 p.m. ET!
Spotlight on App Performance
You may notice quicker load times when first accessing the Green Check Dashboard or kicking off certain reports. We are working hard to make Green Check faster across the board!
Release Notes:
Check out release notes (here and here) for all the features and functionality we've released since we last spoke in March.
How To:💡 Assign Task Ownership 🆕
Introducing "Task Ownership" - a feature in Green Check that enhances task management efficiency. Soon, admins can designate specific owners (users or groups) to receive notifications and handle related tasks within designated areas of the app.
Here's how it'll work (once available - stay tuned for official announcement):
- Visit the Users section in Green Check and click on Ownership.
- Choose the user or group that should be responsible for receiving notifications and tasks in each area.
- For instance, designate the individual handling Monitoring Reviews to be the assignee for auto-generated reviews, responsible for completion.
- If you prefer the current setup, simply leave the toggles off and tasks will continue to be distributed based on permissions.
Join us for a webinar where we'll explore best practices for task management and provide a detailed introduction to this impactful feature. Register now!
Guess the Green Check feature ANSWER: If you guessed the Comments feature, you scored an A+ in this month's trivia game. Click here to read more details about how to use them.