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Tasks is one list of the work your team has to do in this project. Open it from Tasks → All tasks in the sidebar.

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Where tasks come from

Only content tasks are created for you. Everything else exists because someone on your team added it. Content tasks are created when:
  • an article idea is saved (“Review suggested article: …”)
  • a draft finishes writing and is ready for review (“Article draft is ready for review”)
  • an article is scheduled (“Publish Scheduled Article”)
  • an article is ready to sync to Framer (“Sync to Framer CMS”)

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The list

The Tasks list, showing open site audit tasks with their priority, status, assignee and due date
Open holds open and in-progress tasks. Completed holds completed and dismissed ones. Above the tabs, three pills filter with one click:
  • Overdue: past the due date.
  • Ready to review: article drafts waiting for review.
  • Due soon: due within the next 3 days.
You can also search, filter by type, and filter by assignee (All users, My queue, Unassigned, or a teammate). Click a row to open what it’s about: the issue in Site Audit, the article (or the Content Calendar if it’s scheduled), the check in the product page audit, or the opportunity’s detail page.

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Update a task

Click a cell to change it:
  • Priority: High, Medium or Low.
  • Status: Open, In Progress, Completed or Dismissed.
  • Assignee: any teammate with access to this project, or Unassigned.
  • Due: pick a date, or Clear date.
Priority, assignee and due date lock once a task is completed or dismissed. Status stays editable, so you can reopen it.

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Approve from the list

The ⋯ menu on an open content task offers one approval action, depending on where the article is:
  • Approve draft (draft or in review): approves the article and closes the task.
  • Approve & generate (still an idea): approves the idea and starts writing. This uses one monthly article credit.
  • Mark complete (anything else): closes the task.
The same menu has Dismiss.

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Tasks that close themselves

  • A site audit task completes when a re-audit finds the issue fixed.
  • A content task completes when its draft is approved.

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Opportunity tasks

An opportunity’s detail page shows the opportunity, a timeline, task details and Quick Actions: Mark Complete and Dismiss. Content opportunities also get Generate Article, which hands the task to the agent: it creates the article idea, starts writing (using one monthly article credit) and closes the task.

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Task settings and email

Click Task settings at the top right of the page. For each task type (Content, Opportunity, Site audit, Product audit) you can set:
  • Auto-assign to: who new tasks of that type go to. “No one” leaves them unassigned.
  • Email: whether that person gets an email when a task of that type is created.
When you assign a task to a teammate, they get an in-app notification and an email, unless they’ve turned off Task Assignments under Notification Preferences in their Profile settings.
Last modified on October 22, 2026