Tasks: How to Create, Assign, Manage, and Customize Tasks

Tasks: How to Create, Assign, Manage, and Customize Tasks

Task Management Overview

Create tasks in your seoClarity account allows you to assign tasks out to yourself and other users to help create an efficient workflow and operationalize your SEO efforts. Custom task statuses and templates can be added with the Tasks setting and tasks can be added via the universal add icon (seen in the image below). 

Tasks can also be integrated with a chosen third part task management system, see Workflow Integrations in Settings for more information. Depending on your account settings, not all elements shown below may be available. Tasks are visible to all users with admin access.

Video overview: 


How To Add A Task

Tasks can be added using the Universal Add button or the Task Management button in the top navigation menu.

Adding a task using the Universal Add button

Click on the Universal Add button in the top menu. In the new window click on Tasks, Global Tasks.


Global Task Detail options
After selecting the Global Task option in the Universal Add list, a popup will appear where a task can be named and created. 
  1. Enter Task Name: Title of the task. 
  2. Save button: Click on the save button to update a selected task or create a new task.
  3. Priority menu: Assign the priority of the task with options for Urgent, High, Medium, Low, and Normal.
  4. Status menu: Select from the list of default status options None, Created, Accepted, Working, Hold, Completed.
    Status options can be customized in Settings. See below.
  5. Folder: Save the task in a folder by selecting a folder from the drop down. 
  6. Due Date: The day the task should be resolved by. 
  7. Assign to: Select the dropdown to access the list of platform users to assign to the task. If the assignee doesn't have access, they can be added to the platform via the Users tab on the Settings page or can be assigned without platform access by selecting the Custom Email option. Email notifications are sent to assignees when updates to the task are made by default and this can be turned off by selecting the Disable Email Notification option. 
  8. Date Created: The date the task was created. Click to see who created it.


Adding and managing tasks using the Task Management button

Click on the Task Management icon in the top menu to open the Tasks page. Here you can manage tasks on the left side and view selected tasks or create new tasks on the right side.



Managing Tasks Options
Any task created using Actionable Insights will show up on the Task Management page.
  1. Add button: Options to add task or add folder.
  2. Filter for tasks: Filter for tasks by assigned to, assigned by, priority, and status.
  3. Search: Use the search box to find specific tasks.
  4. Actions menu: Once a task is selected use the Actions menu to deleted, cancel, assign, or move tasks.

Add or Edit Task options
​Tasks can be viewed, created and updated here.
  1. Enter Task Name: Title of the task 
  2. Save button: Click on the save button to update a selected task or create a new task.
  3. Priority menu: Assign the priority of the task with options for Urgent, High, Medium, Low, and Normal.
  4. Status menu: Select from the list of default status options None, Created, Accepted, Working, Hold, Completed.
    Status options can be customized in Settings. See below.
  5. Folder: Save the task in a folder by selecting a folder from the drop down. 
  6. Due Date: The day the task should be resolved by. 
  7. Assign to:  Select the dropdown to access the list of platform users to assign to the task. If the assignee doesn't have access, they can be added to the platform via the Users tab on the Settings page or can be assigned without platform access by selecting the Custom Email option. Email notifications are sent to assignees when updates to the task are made by default and this can be turned off by selecting the Disable Email Notification option. 
  8. Date Created: The date the task was created. Click to see who created it.

Custom Task Status and Custom Task Templates

To create custom task statuses or custom templates click on the gear icon and then click on Settings. Then on the left side navigation menu click on Tasks. 


Create a Custom Task Status

Select the Add New Status button. Enter in a name for the custom task status. Adding a Task Status allows for the customization of display statuses within the Tasks table. 


Create a Custom Task Template

Select the Add New Task Template button. Adding a Task Template allows for the dynamic creation of tasks based off of specific events and custom alerts.

Task Template Detail
  1. Template Name: Title of the template 
  2. Event Type: List of tracked events in the platform
  3. Priority: The urgency of the event that needs to be resolved
  4. Due Date Increment: The number of days it should take to resolve the event with options for 1, 2, 3, 5, 7, 14, and 21.
  5. Assigned User: Assign templates to a dedicated resource
  6. Description: Provide details about the specific task


Related Platform Sections

Keyword Tag Detail - Assign tasks for a unique keyword tag

Page Clarity: Page Tag Detail - Assign tasks for a unique page tag


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