Create and manage tasks

Tasks are the work around your posts: a flyer to design, photos to gather, a brief to write. Each task belongs to one client and moves from Open to In Progress to Completed, with a review in between when approvals are on.

Create a task

1. 1

   Step 1: Open the client and click New task at the top right. You can also point at a day on the calendar and click +task.

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   Step 2: If the client has several brands, pick the brand the task is for.

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   Step 3: Under Schedule, set a Due date and Due time. A Start date is optional.

   

   Close

   

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   Step 4: If you're on the team, click the Assigned to box (it says Unassigned) and pick one or more people.

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   Step 5: Type a Task title and the Details: what needs to happen and anything the person should know.

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   Step 6: Drop any files into Assets.

Statuses

The bar at the top of every task shows where it stands. The buttons further down the task move it along.

How a reviewer approves a task or asks for changes is in Review a task.

Close

Attach files

Drag files onto the dashed box under Assets, or click the box to choose them. A task takes images, videos, Word documents and HTML files, and Word documents and HTML pages open as a preview right in lmnts. To attach one of the client's brand files, drag it onto the same box (see Library: assets and brand files).

Comments, copies and time

• Use Comments to talk about the task. Type @ to mention someone so they're notified.
• Duplicate at the top makes a copy and opens it.
• Your team can log time under Time for billing (not in Creator workspaces). See Hours.
• Activity at the bottom lists every status change and who made it.
• Delete task asks you to confirm, then deletes the task with its files and comments. The workspace's Super Admin can restore it from Activity (its files only within 30 days).

Find your tasks

A client's Tasks tab lists its tasks grouped by status. Sort each group by Due date, Start date or Title. If you work across clients, click View all → on the Tasks card on Home to see All tasks, grouped by status and client.

Close

If you're the client

• Ask for work with New task, or click a date on your calendar.
• While a task is open you can assign it. Until someone is assigned, you can also change its title, details and dates.
• You can add files until the task is completed.
• You can delete a task you requested while it's still open.
• When your team sends a task for review, you approve it or ask for changes.