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Intro to Tasks
Intro to Tasks

Assign work to Twine with tasks

Brian Swift avatar
Written by Brian Swift
Updated this week

Tasks in Twine help you extract value from customer conversations and distribute this intelligence to the right people at the right time. Tasks allow you to automate the collection, analysis, and distribution of learnings, helping teams make more informed decisions without manual effort.

The basics

Tasks are automated processes in Twine that you can can set once and Twine will do work in the background on your behalf. There are two main types of Tasks: Feeds and Reports.

Feeds

Feeds are personalized streams of customer intelligence that automatically deliver relevant insights to specific individuals. They help you stay connected to customer feedback without having to manually search through call recordings or reports. Feeds are useful because:

  • Continuous delivery: Feeds provide near real-time intelligence as it's captured

  • Custom focus: They can be filtered by intel type, customer attributes, or specific subject areas of your product

  • Personal: Unlimited team members can configure feeds based on their specific responsibilities and areas of interest

  • Set and forget: Intelligence comes to you automatically, rather than requiring manual searching

Common use cases for Feeds include:

  • Monitoring feature feedback

  • Competitive positioning

  • Deal blockers

  • Segment-specific insights

  • Customer love highlights

Reports

Reports are recurring thematic summaries of customer feedback across multiple conversations to identify trends, patterns, and priorities. Unlike Feeds which deliver individual pieces of intelligence in real-time, Reports aggregate data over time to provide a more comprehensive view. This are useful because:

  • Periodic delivery: Reports are generated and delivered on a schedule (weekly, monthly, etc.)

  • Custom timeframes: Analyze rolling 30, 90, 180, etc. windows of data to see if themes rise or fall over time

  • Trend analysis: They identify patterns and themes across all conversations

  • Business impact prioritization: Themes include revenue impact, customer segment skews, and total counts

  • Cross-functional relevance: Reports can be tailored to serve multiple stakeholders across different teams

Common use cases for Reports include:

  • Product voice of customer

  • Feature impact reports

  • Deal blockers ranked by ARR

  • Competitive intelligence summaries

  • Customer segment analysis

  • Churn risk analysis

Benefits of Tasks

Using Tasks in Twine helps organizations:

  • Eliminate manual feedback collection and processing

  • Ensure critical customer intelligence reaches decision-makers

  • Break down silos between product and go-to-market teams

  • Make more confident decisions based on objective customer evidence

  • Save time by automating knowledge workflows

Tasks are designed to integrate with your existing tools and workflows, ensuring that customer intelligence becomes part of your team's daily operations without adding administrative burden.

Getting started with Tasks

To begin using Tasks, you'll want to:

  1. Create a Feed to start receiving personalized intelligence

  2. Create a Report to generate regular summaries of customer feedback

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