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Platform Updates

NetSendo v1.7.21: Reliable GCal Sync & Custom Task Colors

NetSendo TeamJanuary 27, 20264 min de lectura
NetSendo v1.7.21: Reliable GCal Sync & Custom Task Colors
TL;DR: NetSendo v1.7.21 supercharges your CRM with a 100% reliable Google Calendar sync, a faster task creation workflow, and custom color-coding for task types. Your calendar is now a perfectly organized, visual extension of your marketing and sales efforts.

Managing client communication is a high-stakes game. A missed follow-up or a forgotten meeting can mean a lost deal. While digital calendars help, keeping them perfectly in sync with your CRM—especially when things go wrong with background jobs—can be a source of constant anxiety. What if you could trust your sync process completely and make it visually intuitive?

Introducing NetSendo v1.7.21! This update is all about making your task management more reliable, efficient, and personalized. We've implemented a "safety net" for Google Calendar sync, streamlined the CRM task modal, and given you the power to color-code your tasks.

🚀 What's New in NetSendo v1.7.21

This release focuses on quality-of-life improvements that add up to a significantly better CRM experience. Let's dive into the details.

🛡️

Sync Safety Net

A new background process ensures every single task syncs to Google Calendar, even if there's a temporary hiccup.

Faster Task Creation

The task modal now auto-selects contacts and enforces data integrity, saving you clicks and ensuring quality.

🎨

Custom Task Colors

Visually organize your Google Calendar by assigning unique colors to each task type (Call, Meeting, etc.).

Auto-Sync Safety Net for Google Calendar

Ever worry that a task you created didn't make it to your Google Calendar due to a temporary queue delay? We've eliminated that concern. A new background process, calendar:sync-pending-tasks, runs every minute. Think of it as a diligent assistant who constantly scans for tasks that were meant to be synced but are missing a calendar event ID.

This "safety net" automatically detects and retries failed syncs, guaranteeing 100% reliability between your NetSendo CRM and Google Calendar. You can now create tasks with full confidence, knowing they will always appear on your schedule.

A Smarter, Faster Task Creation Flow

We've made significant enhancements to the CRM Task Modal to speed up your workflow and improve data consistency:

  • Auto-Select Contact: When creating a task from a contact's profile, they are now automatically pre-selected, saving you a manual step.
  • Required Contact Field: To ensure every task is actionable and properly tracked, the contact field is now mandatory.
  • Full Integration Support: Google Meet and Zoom toggles are now available directly within the contact profile's task modal, creating a consistent experience.

Visualize Your Workflow: Custom Task Type Colors

Your Google Calendar is about to get a lot more organized. You can now assign a unique color to each task type in NetSendo (Call, Email, Meeting, Follow-up, Task).

{
  "task_colors": {
    "call": "#FF8A65",
    "email": "#4FC3F7",
    "meeting": "#BA68C8"
  }
}

These colors are automatically applied to the events created in your Google Calendar, allowing you to see your schedule's composition at a glance. Are you making enough calls? Is your day packed with meetings? Your calendar now tells the story visually.

🎯 Benefits & Use Cases

🏢

For Agencies: Flawless Client Management

Manage multiple client onboarding schedules with ease. Assign a "Meeting" task a distinct purple color and "Follow-up" calls a bright orange. The required contact field ensures every task is tied to a specific client, and the sync safety net guarantees no kickoff call is ever missed.

💻

For SaaS: Structured Sales & Onboarding

When a new user signs up for a trial, create a "Call" task for day 3 and an "Email" check-in for day 7. Using custom colors, your sales team can instantly see their daily priorities in Google Calendar. The streamlined modal makes logging tasks after a demo call quick and painless.

⚙️ Step-by-Step Guide: Customizing Your Task Colors

  1. Navigate to Integrations

    In your NetSendo dashboard, go to Settings > Integrations and click Configure on your Google Calendar connection.

  2. Find the Color Settings

    Scroll down to the new section labeled "Task Type Color Customization". You will see a list of all available task types.

  3. Choose Your Colors

    Click the color swatch next to each task type (e.g., 'Meeting'). You can select from a list of presets or enter a custom hex code for perfect branding.

  4. Save and Sync

    Click "Save Settings". From now on, any new task you create will use your chosen color when synced to Google Calendar. NetSendo intelligently maps your selection to the closest available Google Calendar color.

ℹ️ Note: Existing events in your calendar will not be updated with new colors. This setting only applies to tasks created or updated after you save your changes.

💡 Expert Tips for Task Management

1
Develop a Color Strategy

Create a consistent color language for your team. For example, use action-oriented colors (reds, oranges) for high-priority tasks like calls and meetings, and passive colors (blues, greens) for emails and follow-ups.

2
Trust the Safety Net

With the new sync process, you no longer need to manually double-check if your tasks have appeared in your calendar. Trust the system and focus your energy on completing the tasks, not managing them.

3
Use the Right Task Type

Be deliberate when choosing a task type. This not only helps with reporting inside NetSendo but now directly impacts your visual organization in Google Calendar, making the color-coding feature much more powerful.

Ready for a More Reliable CRM?

Upgrade your NetSendo instance to v1.7.21 today to take advantage of these powerful task management improvements.

#crm#google calendar#tasks#automation#productivity#platform-update
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