Managing Tasks

The Tasks dashboard is your central hub for managing all actionable items in ChatFeatured. Tasks are automatically generated from Site Audits, AI agent recommendations, and content workflows—giving you a unified view of everything that needs attention.

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Task Types

ChatFeatured generates several types of tasks to help you improve your AI visibility:

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Task Dashboard

Navigate to Tasks in the sidebar to see all tasks for your brand.

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Task Properties

Each task includes:

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Filtering Tasks

Use the filter controls to focus on specific tasks:

• Status - Show Active (Open + In Progress), Completed, Dismissed, or All
• Type - Filter by Site Audit, Opportunity, or Content tasks
• Assignee - View tasks for a specific team member or unassigned tasks
• Search - Find tasks by title or description

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Working with Tasks

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Updating Task Status

Click the status badge to change a task’s progress:

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Setting Priority

Click the priority badge to adjust importance:

• High - Critical issues that impact visibility significantly
• Medium - Important improvements to address soon
• Low - Nice-to-have optimizations

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Assigning Tasks

Click the assignee column to assign or reassign a task:

1. Select a team member from the dropdown
2. Or choose “Unassigned” to remove assignment

Only team members with access to the brand can be assigned tasks.

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Setting Due Dates

Click the due date column to open the calendar:

1. Select a date for the task deadline
2. Or click “Clear date” to remove the due date

Overdue tasks are highlighted in red to help you prioritize.

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Task Sources

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Site Audit Tasks

When you run a Site Audit and issues are found, you can add them to your task list:

1. Go to Site Audit and view an issue
2. Click Add to Tasks or Assign Task
3. The task appears in your Tasks dashboard

Click a Site Audit task to navigate directly to the specific issue in the Site Audit.

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Opportunity Tasks

The AEO Agent identifies visibility opportunities—prompts where competitors appear but you don’t. These become Opportunity tasks:

• Content gaps - Topics you should create content about
• Optimization suggestions - Ways to improve existing content
• Outreach opportunities - Potential partnerships or citations

Click an Opportunity task to see full details and recommendations.

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Content Tasks

Content tasks come from the content workflow:

• Article suggestions - AI-recommended topics based on your visibility data
• Content calendar - Scheduled content that needs creation or review
• Article reviews - Draft content ready for approval

Click a Content task to navigate to the article or content calendar.

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Best Practices

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Daily Task Review

Start each day by reviewing your active tasks:

1. Filter to “Active” status to see Open and In Progress tasks
2. Check for any overdue items
3. Update statuses as you make progress

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Prioritize by Impact

Focus on tasks that will most improve your visibility:

1. Critical Site Audit issues - Technical problems blocking AI crawlers
2. High-priority Opportunities - Prompts with high search volume
3. Content gaps - Topics where competitors dominate

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Use Assignees for Team Coordination

When working with a team:

1. Assign tasks to the appropriate team member
2. Filter by assignee to see your personal task list
3. Use unassigned filter to find tasks that need owners

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Keep Tasks Current

Maintain an accurate task list:

• Mark tasks as Completed when done
• Dismiss tasks that are no longer relevant
• Update priorities as business needs change

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Task Notifications

Tasks help you track work, but they don’t send notifications automatically. Check your Tasks dashboard regularly, or integrate with your existing project management workflow.