Action tasks and client checklists

Keep campaign deliverables, creative to-dos, and client approvals organized in a unified, priority-ranked checklist inside each client workspace.

Overview and key capabilities

The Task Manager provides a focused sprint board to track deliverables tied directly to client growth:

• Client deliverable tracking: Keep track of ad copy reviews, video filming dates, graphic design assets, and monthly report presentations.
• Priority markers: Flag high-priority items with the Important badge to highlight urgent work.
• Due dates and reminders: Overdue tasks automatically surface in the agency Attention Queue on the main dashboard.
• Completed history: Archive completed deliverables to showcase agency output during quarterly client reviews.

┌────────────────────────────────────────────────────────────────────────┐
│                        CLIENT ACTION SPRINT                            │
├────────────────────────────────────────────────────────────────────────┤
│  [ ]  Review and approve 5 TikTok hook scripts         Due: Tomorrow   │
│  [ ]  Set up Meta retargeting ad set #3                Due: Friday     │
│  [ ]  Export and email monthly PDF performance report  Due: Oct 31     │
│  [x]  Connect client Google Search Console property    Completed       │
└────────────────────────────────────────────────────────────────────────┘

How to create and manage tasks

1. Open the tasks tab

In any client workspace, navigate to Goals & Tasks > Tasks.

2. Create a task

1. Click + Create Task.
2. Fill in the task details:
   • Task title: Enter a clear action item, such as "Record 3 contrarian hook variations for TikTok ad".
   • Description (optional): Add script links from Content Lab, context notes, or assign team members.
   • Due date: Set the target completion date.
   • Important flag: Toggle to mark the task as high priority.
3. Click Create Task to save.

3. Complete and reorder tasks

• Check the box next to any task to mark it complete. Completed tasks immediately move to the collapsible Completed Archive.
• Reorder items to reflect current sprint priorities.