Clients discuss… – Workload prioritisation using Taskize’s Bubble Blotter

In the latest instalment of our ‘Clients Discuss…’ series, four Taskize users talk through our Bubble Blotter feature, which offers a comprehensive overview of all your trade resolution comms, enabling you to prioritise, identify, and escalate issues efficiently. Here’s what they had to say… 

1. Marcin Gałęziowski, Client Service Change Leader, Euroclear 

Marcin appreciates the Bubble Blotter’s detailed parameters, which provide a clear and organised way to manage tasks and ensure that attention is focused on the most critical issues: 

“The Bubble Blotter is essentially a list of the workload that my team and I have to perform. It’s very useful because it’s not just a list of cases or issues; it also has all the parameters next to them. So, who is the client, what is the market, what is the event type, what is the deadline, and what is the priority? It helps me arrange things very quickly and decide where my team’s attention is needed.” 

2. Joanna Burkiewicz, Client Services Lead, Euroclear 

Joanna values the Bubble Blotter’s ability to provide a snapshot of her current tasks, making it easy to stay updated and manage workload efficiently even after short breaks: 

“The Bubble Blotter gives me an overview of what I’m working on from a broader perspective because I can see all the Bubbles that are pending, in progress, and finalised as well. I can see if there are any updates, escalations, or changes in what I’ve been doing, so if I come back from my break, I just take a quick look, and I know what is live right now.” 

3. Łukasz Góratowski, Corporate Actions & Income Service Manager, Euroclear 

Łukasz highlights how the Bubble Blotter helps in time management and prioritisation by clearly indicating which inquiries require immediate attention: 

“My personal experience is that the Bubble Blotter gives you the possibility to organise your work better. You can structure your inquiries by time, and you are going to see the pop-ups for the messages that you’re going to receive, showing you which query needs a reply now and which can be replied to later on.” 

4. Karolina Ryś, Customer Service Team Manager, Euroclear 

Karolina finds the Bubble Blotter indispensable for gaining a clear overview of her responsibilities, prioritising tasks, and ensuring that critical issues are addressed promptly: 

“The Bubble Blotter definitely brings some organisation and structure because I can see which Bubbles are still pending, which counterparty is involved, and if there are any other participants. As a team manager, I can oversee what’s happening, if there is an escalation, or if it’s my personal Bubble that I need to take care of. Is it more critical? Is it high? What is the importance of the client for this one?  

It gives me a clear overview of what I have to do, when I have to do it, and with whom I have to do it.” 

Taskize’s Bubble Blotter is revolutionising the way teams manage their workloads by providing a detailed and organised overview of tasks, allowing for efficient prioritisation and issue resolution. The feedback from our users at Euroclear underscores the tool’s effectiveness in streamlining operations and enhancing productivity.