Tasks

Tasks are sub-items inside a case. Use them to break down multi-step work, assign sub-actions to teammates, and track checklist-style progress.

Where to find them

• Sidebar → Tasks — global list of every task assigned to you (or visible based on role).
• Inside a Case → Tasks tab — tasks scoped to that case.

A Profile detail → Tasks tab (tasks attached to a profile, even across multiple cases) is on the Roadmap. Today, tasks always live under their parent case.

What a task has

• Type
• Description (markdown supported)
• Status: pending / in_progress / completed / canceled
• Assignee (one team member)
• Due date (optional)
• Position (ordering within a case)
• Visibility (internal vs. client-visible)
• Parent case (every task belongs to one)

Creating a task

From a case

Case → Tasks tab → + New Task → fill the form → save.

From the global Tasks view

+ New Task → pick a parent case → fill the form.

From a case template

When a case is opened from a template, the template's pre-defined tasks are automatically created.

Assigning tasks

A task can be assigned to one team member at a time. Reassign by editing the assignee field — the previous assignee gets an "unassigned" notification, the new assignee gets an "assigned" notification.

Bulk actions

Multi-select tasks in the list view to Mark all completed in one shot. Bulk re-assign and bulk status changes are on the Roadmap.

Task automation patterns

A few common patterns agencies use:

Case template with standard tasks

For a monthly local-SEO cycle, the case template might have:

• ☐ Pull last month's metrics
• ☐ Review review responses
• ☐ Draft 4 weekly posts
• ☐ Send for approval
• ☐ Publish on schedule
• ☐ Generate monthly report
• ☐ Send report to client

When the case opens, all 7 tasks exist. The team works through them.

Recurring per-month checklist

For ongoing retainers, the recurring case schedule re-creates the same task set every cycle. Consistency is the point.

Hand-offs

A "design done → ready for QA" hand-off: the designer marks "Design" completed; an automation marks "QA" in progress and emails the QA lead.

Due-date triage

The sidebar Tasks view defaults to grouping by due date proximity:

• Overdue (red)
• Today
• This week
• Next week
• No due date

This is the daily-driver view for most operators.

Notifications

Personal notification preferences (Settings → Personal Notifications) currently cover case-thread activity (new messages and @mentions). Task-specific per-event email triggers — "Task assigned to you," "Task due tomorrow," "Task overdue," "Task you created was completed" — are on the Roadmap under Org Owners. Today, task changes surface in the dashboard activity feed and the global Tasks list view.

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