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Task Management and Assignment

Updated this week

What are Tasks?

Tasks are actionable assignments created from issues identified in your content analysis reports. They help you:

  1. Track Progress: Monitor the status of content improvements

  2. Assign Responsibility: Delegate issues to team members

  3. Prioritise Work: Focus on high-impact improvements first

  4. Collaborate Effectively: Keep everyone informed with updates

  5. Maintain Accountability: See who's working on what

Tasks Overview

Access

1. Click your profile dropdown in the header

2. Select "Tasks"

3. View all tasks assigned to you

Core Information:

  1. Article/Content: The content piece that needs improvement

  2. Prompt Category: The quality check that identified the issue

  3. Issue Details: Specific problem and recommendations

  4. Assignment Notes: Context and instructions from the assigner

Task Metadata:

  1. Status: Current state (Open, In Progress, Resolved, Won't Fix)

  2. Priority: Importance level (High, Medium, Low)

  3. Assigned To: Team member responsible for the task

  4. Assigned By: Person who created the assignment

  5. Due Date: Deadline for completion

  6. Created Date: When the task was assigned

Progress Tracking:

  1. Update History: All status changes and comments

  2. Comment Thread: Team discussions about the task

Task Dashboard:

  1. See all tasks assigned to you

  2. Filter by status (Open, In Progress, Resolved, Won't Fix)

  3. Search by content or issue description

  4. Sort by priority or due date

Task Organisation:

  1. Status Tabs: Quickly filter tasks by their current status

  2. Search Function: Find specific tasks by keywords

  3. Priority Filters: Focus on high-priority items

  4. Due Date Sorting: See upcoming deadlines

Managing Tasks​

Change Task Status:

1. Open the task details

2. Click "Update Status"

3. Select new status (In Progress, Resolved, Won't Fix)

4. Add update comments explaining progress

5. Save changes

Modify Priority:

1. Open task details

2. Click "Update Priority"

3. Select appropriate priority level

4. Add comments if the priority has changed significantly

5. Save changes

Update Due Dates:

1. Open task details

2. Click "Update Due Date"

3. Select new deadline

4. Explain the reason for the change in comments

5. Save changes

Add Progress Comments:

1. Open task details

2. Scroll to "Add Update" section

3. Write your comment with progress details

4. Include any blockers or questions

5. Submit update

Task Management For Team Admins

Team administrators have enhanced capabilities for managing team workload:

Team Admin Views:

  1. "Assigned to me": Shows only your personal assignments

  2. "All team": Displays tasks for all team members

How to Switch:

1. Navigate to the "Tasks" page

2. Use the view toggle at the top

3. Select "Assigned to me" or "All team"

4. View updates automatically

Creating Task Assignments

Tasks are created directly from analysis reports:

1. Run Content Analysis: Complete an analysis to generate a report

2. Review Issues: Examine identified issues and recommendations

3. Select Issue: Choose an issue to assign as a task

4. Click "Assign Issue": Opens the assignment drop-down

5. Fill Details:

- Select team member to assign to

- Set priority level (High, Medium, Low)

- Choose due date

- Add notes with context and instructions

6. Create Assignment: Task appears in assignee's task list

Update History

Tracked Changes:

  1. Status changes with timestamps

  2. Priority modifications

  3. Due date adjustments

  4. Reassignments

  5. All comments and updates

History Details:

  1. Who made the change

  2. When it was made

  3. Old value → New value

  4. Associated comment

Troubleshooting

Can't see tasks assigned to you?

  1. Verify you're logged in with the correct account

  2. Check you're on the right team (if multi-team)

  3. Ensure tasks were actually assigned to you

  4. Try refreshing the page

Admin can't see team tasks?

  1. Make sure you're using the "All team" view toggle

  2. Verify you have the Team Admin role

  3. Check team membership is active

  4. Refresh if the view seems stuck

Assignment button missing?

  1. Ensure you have a Team Tier subscription

  2. Verify content was created with team credits

  3. Check you have assignment permissions

  4. Ensure the analysis report is completed successfully​

Security and Privacy

Access Control:

  1. Standard users only see their own tasks

  2. Team admins see all team tasks

  3. Access is enforced at the database level

  4. Cannot bypass with URL manipulation

Data Privacy:

  1. Task details are only visible to team members

  2. Content access follows the same rules as reports

  3. Update history preserved and secure

  4. Role-based permissions are strictly enforced

Team Isolation:

  1. Tasks in one team are not visible to other teams

  2. Each team has a separate task list

  3. Multi-team users must switch teams to see tasks

  4. No cross-team task visibility

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