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Creating Tasks For Teams And Solo Users

Tasks allow you to designate duties to help you keep you and your team on track.


Creating Tasks Connected to Content

Your task menu will appear on the right-hand side of your content along with your team comments.

Click on the New Task field to open the dialogue. Enter the text for your task. Click Azure_Marketing_-_CoSchedule.png to assign any team member or scheduled task time.

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The due date will be relative, meaning that you can select a date based on the publishing of the post (e.g. one day before, a week before, etc.). If content's scheduled date is moved on the calendar, the task due date will automatically adjust. However, you can also select a custom date, which is a hard date. That means that the date never changes any matter how the post is moved on the calendar. 

Build a constant workflow with task templates to apply to your blog posts to save time and streamline your workflow.

Team members will be notified of tasks.

Team members are only notified of a task if it is assigned to them. Task notifications will be sent to the team member's email and will show up in their Dashboard.

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Creating Standalone Tasks 

To create a standalone task, click + on the date you would like to schedule the task. Then click Task.

Add the task details and assign it to a team member.

You can also choose a custom color label for the task.

Your task will now appear on the calendar of the person it was assigned to.

Only the person assigned the task will see it on the calendar. If you create a task and assign it to another team member you will not be able to view that task on your own calendar.

Check off tasks that are assigned to you right from your calendar. 

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