Clients discuss… Taskize onboarding and ease of use

In this new episode of our ‘Clients Discuss…’ video series, six users of the Taskize platform share their experiences — focusing on onboarding and ease-of-use. Here’s what they had to say… 

A shift away from traditional communication 

Diederik Geeraerts, Global Head of Client Service at Euroclear, highlights a significant shift in communication preferences: 

“If someone in my role asked me why I would advise them to use Taskize or bring it into their department or division, I would say just ask your users how they communicate in their personal lives. 

The answer I often get is that nobody sends emails anymore. Email-type communication is not being used in personal lives, and Taskize accommodates this very nicely within the corporate environment. The younger generations find this type of technology very intuitive and easy to use, preferring it over email.” 

Explore full functionality 

Marcin Gałęziowski, Client Service Change Leader at Euroclear, encourages new users to fully explore Taskize’s capabilities: 

“I would say try it and explore all the functionalities, not just the basics like creating Taskize Bubbles and sending and receiving messages. Use the attributes to flag issues, request participation, and run reports. Try it all.” 

Customise your experience 

Joanna Burkiewicz, Client Services Lead at Euroclear, advises users to personalise their Taskize experience: 

“My advice would be to experiment and make it yours. Check if you prefer the light or the dark theme; it can change a lot once you get used to the user interface. Work through the whole system and settings to see how you can make the most of it.” 

Measure efficiency 

Łukasz Góratowski, Corporate Actions & Income Service Manager at Euroclear, emphasises the tangible benefits of Taskize: 

“I would definitely recommend trying it because only then will you be able to see the benefits. Open a few Bubbles and compare the timeliness of responses between emails and Taskize. This is where you can really see how beneficial it can be.” 

Utilise support resources 

Karolina Ryś, Customer Service Team Manager at Euroclear, points out the accessibility of Taskize’s support team: 

“The Taskize team is always ready to provide a full introduction and demo. Once you see all the features, the platform is really easy to use. My tip for new users is to contact the Taskize team and ask for a demo.” 

Encourage exploration 

Marcin Żurek-Kania, Income & Corporate Actions Service Manager at Euroclear, encourages new users to explore the platform: 

“Don’t be afraid to play around with it, and just explore different options and features, because it’s all very intuitive and easy to access.” 

The feedback from our users underscores the ease of adoption and the intuitive nature of the Taskize platform. By fostering a communication environment that aligns with modern preferences and providing robust support, Taskize empowers businesses to enhance their efficiency and collaboration. If you’re considering Taskize for your organisation, take the advice of our clients: explore the platform fully, customise your experience, and don’t hesitate to reach out for support.