Open Tasks in the sidebar. The page works on the brand selected in the brand switcher and opens on the view you used last: List or Board.
Four counts sit at the top: Suggested, To do, In progress and High priority. Next to them, New task and the List / Board toggle.
Click New task
Give it a Title; everything else is optional:
Description, Status (starts at To do), Due date
Category: Content, Brand facts, Tracking, Outreach, SEO or Technical
Priority and Effort level: High, Medium or Low
Estimated impact, for example "Named in 3 more answers"
Content type, for example "Blog post" (set by the linked article when there is one)
Action Items: one step per line, up to 20
External URL, Linked article, Linked report, Assignee
Save
A task linked to an article gets a Share for review button; a task linked to a report gets Share report.
Board: drag a card to another column
List: click the status on a row and pick the next one
Task detail: click a row or a card and change Status
A suggestion also offers Accept: add to To do and Dismiss: it will not be suggested again.
Each task offers the step that fits it:
Open article when it is linked to an article
Create content for a content task without an article yet
Fix with agent for every other task: the agent moves it to In progress and to Done when the work is ready
Open conversation instead, once the agent has worked on it
The filter bar works in both views, and the filters stay in the page address, so a link opens the same view:
Search tasks by title
Status, Priority, Category, Source, Assignee
Only articles: tasks linked to an article
Show archived: include archived tasks
Sources are Brand Audit, Article, Content opportunity, Manual, Report, Search Console, SEO audit, Technical audit and Weekly tip.
Columns: Task, Status, Category, Priority, Source and Due (overdue dates are marked). Select rows to act on several at once: Mark done, Archive, Unarchive or delete.
One column per status. Suggested and Dismissed start folded; open them with a click. Cards show the due date and an Article or Report chip when linked. Setup steps from your onboarding show in Suggested with a Setup chip and do not count as tasks.
Archive hides finished work without losing it; turn on Show archived to see it again.
Delete task removes a task for good. Only the brand owner can delete tasks.
Accept or dismiss suggestions every week so Suggested stays short
Set a category and a priority: filters get more useful as the list grows
Break long work into action items so progress is visible
Hand repetitive work to the agent and review what it did in Review before you close it
Email [email protected] and I'll help.
