Tasks

Overview

The task system helps business admins create and assign work to their team. Tasks can be recurring (daily, weekly, monthly, etc.), one-time, or outreach-based. Team members see their assigned tasks on the My Tasks page and complete them with optional notes.

Task Administration

Business admins manage tasks at My Business > Task Admin. This page has three tabs: Roles, Tasks, and Reports.

Task Roles

The Roles tab lets you create task roles that determine which tasks a team member sees. Assign roles to employees, then assign tasks to roles. A team member sees all tasks assigned to their roles.

Create Task

The Tasks tab lists all defined tasks. Click Create Task to add a new one:

• Name (required) — A clear description of what needs to be done
• Type — Outreach, Recurring, or One-Time
• Association Type(s) — Which entities this task relates to (Retail, Leads, Podcasts, Collabs)
• Frequency (for recurring) — Daily, Twice a Week, Weekly, Every Two Weeks, Monthly, Quarterly, or Yearly
• Description — Detailed instructions (rich text with formatting)
• Assigned Roles — Which task roles can see this task

Task Types

• Outreach — Tasks that involve contacting entities. Completing an outreach task also logs an outreach record for the associated entity
• Recurring — Tasks that repeat on a schedule (daily, weekly, monthly, etc.). They reappear based on the configured frequency
• One-Time — Tasks completed once and then marked done

Reports

The Reports tab provides completion statistics including completions by employee, date range filtering, completion rates, and overdue task tracking. Use reports to monitor team productivity and identify tasks that may need attention.

My Tasks

Navigate to My Tasks in the top navigation to see your assigned tasks. Tasks are organized by type tabs: All, Outreach, Recurring, and One-Time — each showing a count of tasks in that category.

Task Cards

Each task appears as a card showing the task name, type (color-coded badge), due date, and associated entity information. Overdue tasks are highlighted for attention.

Filtering & Sorting

Use the search bar for quick text filtering. The toolbar provides sorting options (by name, completion date, due date, overdue priority) and advanced filters:

• Association Type — Filter by entity type (Retail, Leads, Podcasts, Collabs)
• Recurring Frequency — Filter by schedule (Daily, Weekly, Monthly, etc.)
• Last Outreach — Filter by how recently outreach was logged (7 days, 30 days, 30+ days, 60+ days, never)
• Last Completed — Filter by when the task was last completed (today, this week, this month, 30+ days, never)

Completing Tasks

Click the completion button on a task card to mark it done. A modal appears where you can add optional notes about the completion. The task completion is logged with your name and timestamp.

Outreach Tasks

When completing an outreach-type task, an outreach-specific modal appears that combines task completion with outreach logging. Fill in the outreach type, notes, and follow-up date. The system simultaneously records the task completion and creates the outreach entry for the associated entity.

Task History

The My Tasks page includes a history section showing recent task completions across the team. This provides visibility into what work has been done and when.