Tasks gives you a dedicated space to plan, organize, and track the work behind improving your AI visibility. Whether you're scheduling audits, managing content production, or following up on outreach, Tasks keeps everything in one place alongside your brand data.
Tasks is organized as a kanban board with 5 fixed status columns. Each task moves through these statuses as work progresses - from initial idea to completion.
Per-brand tasks: Each brand has its own task board at /brand/:id/tasks, scoped to that brand's work.
Agency-wide tasks: Agency Plus users get a cross-brand view at /tasks that aggregates tasks across all brands for read/filter access.
Tasks always uses these 5 fixed statuses (kanban columns):
Status | Typical Use |
|---|---|
Backlog | Ideas and future work, not yet scheduled |
In progress | Actively being worked on |
Review | Awaiting feedback or approval |
Approved | Reviewed and approved, ready to execute or finalize |
Done | Completed work |
These statuses cannot be renamed or removed - they apply consistently across all brands.
Tasks are richer than just a title and due date. When creating or editing a task you can set:
Field | Description |
|---|---|
Title | Required. Short name for the task. |
Description | Optional detail about what needs to be done. |
Status | One of the 5 fixed statuses. |
Due date | When you want the task completed. |
Category | Content, Technical, Outreach, Knowledge, Monitoring, SEO, AI Commerce, Reputation, or OpenAI Ads. |
Priority | High, Medium, or Low. |
Effort level | Low, Medium, or High. |
Estimated impact | Free-text description of the expected outcome. |
Action items | A checklist of up to 20 sub-steps. |
External URL | A link to a related resource. |
Linked article | Associates the task with a content brief. |
Linked report | Associates the task with a brand report. |
Assignee | The team member responsible for the task. |
Tasks supports two display modes:
A structured list of tasks grouped by status. Good for scanning and bulk management. This is the default view when you open Tasks.
A visual kanban layout with one column per status. Drag cards between columns to update their status. Access it using the view toggle in the Tasks header.
Tasks is available on all paid plans:
Plan | Per-Brand Tasks | Cross-Brand Tasks |
|---|---|---|
Starter | Yes | No |
Pro | Yes | No |
Agency | Yes | No |
Agency Plus | Yes | Yes |
Cross-brand task aggregation requires Agency Plus.
The most powerful way to use Tasks is together with the AI Agent Copilot. Instead of doing visibility work manually, you can assign a task to the Agent and ask it to work on it automatically.
Open the AI Agent and describe what you want done - or paste the task title. The Agent will:
Analyze the relevant brand data
Run the appropriate actions (pull reports, analyze competitors, draft content briefs, identify citation opportunities, etc.)
Report back with findings and recommendations
Example prompts:
"Work on the task: Run brand audit and identify top 3 weaknesses"
"I have a task to improve our Perplexity visibility - what should I do?"
"Take care of the outreach tasks in my backlog"
The Agent understands your brand context, so it can act on a task description without needing step-by-step instructions.
Tasks work best as a bridge between your strategy and the Agent's execution. Create tasks for visibility goals, assign them to the Agent, and let it do the heavy lifting. Review the Agent's work, apply its recommendations, and mark tasks done.
From any brand's sidebar, click Tasks. You'll see the list view with all tasks for that brand.
Click New Task (or the + button) to create a task. Give it a title and optionally fill in status, category, priority, due date, and other fields.
Open the AI Agent (bottom-right of the screen) and ask it to work on the task. Or switch views and manage tasks manually.
Use the view toggle in the header to switch between list view and board view. Board view makes it easy to see status distribution at a glance.
Managing Tasks - Create tasks, set statuses, and use the board
Tasks and Agency Mode - Cross-brand tasks for Agency Plus
If you have questions about Tasks, contact us at [email protected].
