How Mevrik Automates Your Complex Business Tasks

How complex workflow might hurt you more than you think

When people think about complex workflows in customer support, the immediate focus goes to what it will do to your customers - like delayed support means they will be frustrated, and your business could take a hit.

But another part that is equally affected, and often overlooked, is the toll it takes on your agents. Most of the time, complex workflows mean data being scattered across multiple channels like email, chat, phone calls, or even sticky notes. 

This makes it hard for employees to understand what to do or who’s responsible for each step, which in turn creates a chain reaction of problems that ripple throughout the process, including:

• Declining service quality, as tickets need to be resolved on time, but agents don’t know the next steps
• Blame shifting between teams during review meetings
• Increased stress and poor mental health of agents, which impacts their performance
• Disruption of business operations, as agents who are the driving force of your organization may leave, slowing processes even further

6 ways Mevrik simplifies office work

Will start with a short intro on what the Mevrik task is and then lead into its key features by highlighting the benefits: 

1. Quick task creation

When you open the Mevrik Task Manager, you’ll see a clear option to create a new task. The intuitive modal makes setup simple—you can add the task name, include notes, select the related customer, assign it to a teammate, and set a due date in seconds.

This ease of use means teams can capture work on the go without losing track of details. It turns what’s often a tedious process into something fast and natural, keeping momentum high throughout the day.

2. Easy task assignment

Beyond the task creation stage, Mevrik offers multiple ways to assign or adjust responsibilities. Once a task is added to the list tab, you can manage assignments from the left sidebar under the Task tab. Here, it’s easy to add or remove assignees and support members.

For a more visual approach, the Kanban board lets you easily search the tasks and assign them to specific teammates. Whether you prefer structure or flexibility, Mevrik gives you both.

3. Team collaboration

When working inside Mevrik, you don’t need to switch between tools to communicate. Each task includes a built-in side conversion section, making it easy for team members to discuss details and resolve issues in real time.

When communicating with team members, start by using mentions to reach the right people quickly. Next, try to keep your sentences short and clear. Stay focused on the task and avoid long threads that mix multiple topics. These small habits make collaboration faster, reduce confusion, and keep every discussion easy to follow.

4. Multiple task views

Mevrik gives teams the flexibility to view and manage work in the way that suits them best. You can switch between different layouts, including:

• The List View offers a clean, structured look at all tasks with essential details. 
• The Kanban View helps visualize progress through stages like To Do, In Progress, and Completed. 
• The Calendar View shows tasks by due date, helping you plan ahead and stay on top of deadlines.

5. Customer history

Within a created task, Mevrik offers a tab called History, which lets you see all the past tickets attached to a task, usually coming from the assigned customer. This gives you full context on previous interactions and any related work.

Before answering your customer queries, try to always review past interactions. This helps provide informed answers, maintain consistency, and avoid repeating work. 

6. Advanced filtering

Mevrik offers a Task Filter feature that helps you quickly find the work you need. You can filter tasks in several ways, including text search, ID Search, and Status, making it easy to narrow down large lists.

When using filters, try to combine multiple criteria to locate tasks faster. This reduces time spent scrolling through unrelated items and keeps your focus on the most important work. 

How to build an efficient task management strategy

A task management software is only one part of a broader workflow. To get the most out of your tools, you need a solid work strategy in place first. Here’s a practical approach to creating one.

1. Define success

Before setting up workflows or tools, get a clear idea of what success looks like for your support team. For example, support teams set up goals like

• Reducing first response times
• Improving resolution rates
• Increasing customer satisfaction (CSAT) scores
• Have a better internal system.

Setting clear goals gives your team direction—it becomes your North Star. Whenever you’re unsure whether to add a new step, rule, or workflow, refer back to that North Star and ask: Will this help us move closer to our goal?

2. Map existing support workflows.

Once your goals are clear, take a closer look at how work actually moves through your support team today. Map out every step like from when and where a customer submits a ticket to when it’s resolved. Include how tickets are routed, how escalations happen, and where handoffs between departments occur.

You can create a simple flowchart on a piece of paper or use a tool like Lucidchart or Miro to create this map. The goal is to get a clear picture of your team’s day-to-day process so you visualize what’s really happening, not just what’s supposed to happen. 

You’ll start to notice common pain points like repetitive steps, unclear ownership, or bottlenecks where tickets tend to pile up.

3. Simplify the process and assign ownership

Once you’ve mapped your current workflows, it’s time to simplify them. You can create a simple checklist or criteria to decide which steps are worth keeping and which can be removed. For example, ask yourself:

• Does this step add real value to the customer experience?
• Can this task be automated or merged with another step?
• Is there a faster or clearer way to achieve the same result?

After simplifying, assign ownership based on ticket type or responsibility. For example, one agent might handle all technical issues, another might take care of billing questions, and a senior agent or team lead could manage escalations. The manager usually oversees the entire system, making sure each area runs smoothly and that everyone knows what they’re accountable for.

This approach reduces confusion, prevents overlaps, and gives both the manager and team members a shared understanding of who’s responsible for what.

4. Document workflows

Once your workflows are simplified and ownership is clear, document everything. This helps your team stay consistent and ensures that new members can quickly understand how things work.

Start by creating a short playbook for each major workflow. Include details like:

• The workflow owner (for example, the support manager or team lead)
• The last review or update date
• A simple step-by-step outline of how the process works
• Rollback or correction steps for common mistakes
• A quick visual diagram 

Also note any escalation rules, compliance checks, or quality standards your team follows. Here, you are not necessarily creating a long, formal document but a clear, easy-to-read reference your team can actually use.

5. Set the decided workflows in Mevrik task manager

Once your workflows are documented, it’s time to put them into action using Mevrik Task Manager. Start by creating tasks that match customer needs and include key details such as ticket type, priority, and due dates. You can also use tags or custom fields to match your support categories, like “technical issue,” “billing,” or “escalation.”

Next, assign tickets based on ownership. For example, technical tickets go to the designated agent, billing issues to the finance support rep, and high-priority cases are automatically routed to the team lead or manager.

Using Mevrik keeps everything in one place. Everyone can see task progress, deadlines, and comments without having to chase updates through chat, email, or sticky notes. This ensures the team stays aligned, work flows smoothly, and nothing falls through the cracks.

6. Set QA and monitoring routines

Even after workflows are documented and tasks are set up in Mevrik, your work isn’t done. To keep support running smoothly, you need regular quality checks and monitoring routines.

Start by scheduling regular QA reviews—monthly or weekly, depending on your team’s size. During these reviews, check sample tickets, track errors, and monitor key metrics like response time, resolution rates, and customer satisfaction. Look for recurring issues or bottlenecks and flag them for improvement.

Set up alerts or notifications in Mevrik to catch problems early, so your team can fix them before they escalate. Document any changes or updates to workflows and repeat the QA checks to make sure improvements stick.

Final thoughts

Your workflow setup will be unique to your team, which is why there’s no one-size-fits-all approach to task management. Remember, your system should help you keep your tasks organized, state clear ownership, and make sure work flows smoothly. As long as your system achieves that, you’ve covered the essentials.

If you want to simplify complex business tasks and give your team the clarity and efficiency they need, Mevrik can help you make it happen. Sign up for Mevrik today and start simplifying your workflows while keeping your team aligned and productive.

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