company logo

Help center

Go to Rank Prompt
Powered by
All collectionsTasksWhat are tasks?

What are tasks?

Tasks is where the work to improve your AI visibility lives: fixes Rank Prompt finds for you, tasks you add yourself, and work you hand to the agent. On every plan.

Tasks (in the sidebar) is one list of everything to do for a brand: the fixes Rank Prompt finds in your reports and audits, the tasks you add yourself, and the work you hand to the agent. It is on every plan, the Free plan included.

Where tasks come from

What Rank Prompt finds lands in Suggested, waiting for your yes:

  • Report: the fixes on a report's How to fix your results tab

  • Brand Audit: its recommendations

  • SEO audit and Technical audit: issues from Site health

  • Search Console: findings from your connected Search Console

  • Content opportunity: strong content opportunities

  • Weekly tip: up to 3 open per brand from your reports, scheduled or run by hand, each measured on the next run ("Today 2 of 6 AI platforms name the brand here..."). New ones come once a week, or right away when a run falls below the normal range of your score, starting with the prompts it lost

Tasks you create yourself start in To do.

Accept or dismiss

Each suggestion has two choices:

  • Accept: add to To do makes it part of your plan

  • Dismiss: it will not be suggested again moves it to Dismissed, and the same finding stays declined on later runs

A suggestion left untouched for 90 days is deleted; if the finding still holds, a later run suggests it again. A task never moves back to Suggested.


Statuses

Status

Meaning

Suggested

A finding waiting for your yes

To do

Accepted or added, not started

In progress

Being worked on

Review

Waiting for feedback

Approved

Reviewed, ready to finish

Done

Finished

Dismissed

A suggestion you declined

Categories

Content, Brand facts, Tracking, Outreach, SEO and Technical. Each task also has a Priority (High, Medium or Low).


Two views

  • List: a table for scanning, filtering and changing many tasks at once

  • Board: one column per status; drag a card to move it along. Suggested and Dismissed start folded.

Tasks opens on the view you used last. See Managing tasks.


Tasks and the agent

Every task can be handed to the agent. Click Fix with agent on a task, or ask in the chat ("Work on the task about our G2 profile"). The agent moves the task to In progress, does the work and moves it to Done when the deliverable is ready. A suggestion is accepted first. Open conversation on the task brings you back to that chat.


Who can do what

Seat

Tasks

Owner

Everything, including delete

Editor

Create, edit, move, accept and dismiss

Viewer

Sees every task, Suggested included, and changes nothing

Client seat (Agency Plus)

Sees the accepted work only, read only

On Agency Plus, agency mode shows the tasks of every client in one place. See Tasks in agency mode.


Getting started

  1. Run a report, then open How to fix your results and click Show me what to fix: the fixes land in Suggested

  2. Open Tasks, accept what matters and dismiss the rest

  3. Hand a task to the agent with Fix with agent, or work it yourself and move it to Done

With no tasks yet, the page shows No tasks yet with Run a report and New task.


Next steps

  • Managing tasks

  • Tasks in agency mode

  • Using the agent


Questions?

Email [email protected] and I'll help.

Did this answer your question?
😞
😐
😁