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Creating Tasks To Boost Your Workflow

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.

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Click on the New Task field to open the dialogue. Enter the text for your task. Click Schedule or Assign 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.) If content's scheduled date is moved, the task due date will automatically adjust. 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. 

Each newly created task will be added to the bottom of your task list. Reorder any task by clicking task_dashboard_gif.png and dragging-and-dropping the selected task.

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To sort the tasks inside by Due Date or Assignee, click CoSchedule_-_CoSchedule.png at the top of the Task section.

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

Give a task more information with task descriptions. To add a description, open the Advanced Options of the task.

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Enter a description to make sure your team member has zero questions about their upcoming task.

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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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