Create and Manage Tasks for your Agency
The agency tasks page allows you to manage tasks from across all your active Clients at once.
From any page in AgencyAnalytics, click Tasks in the left sidebar to open the Tasks page.
The tasks page is only available to users with Tasks enabled within their permissions. If you can't see the Tasks page at all, your permissions likely need updating.
Agency tasks aren't connected to a specific Client. They can be identified by looking at the Client column of the tasks table, where only a dash will display.
Filter the Tasks table
Tasks can be filtered by assignee, due date, and status like Client specific tasks. Click the Filter icon in the upper right to open a slideout, where you can add or remove filters.
Create an account level task
Agency tasks can only be created from the main Tasks page. When creating a task here, you'll have the option to choose a Client for the task, or leave it blank to keep it at the agency level. Find detailed task creation steps here.
All tasks you have access to can also be edited from the agency tasks page by following these steps.
Delete Tasks
All tasks that you have permission to view can be deleted from the agency Tasks page. Deleting a Client task at the agency level will remove it from the account-level task table and from the Client itself. Tasks can't be recovered after deletion; you would need to recreate the task instead.
To delete a task, click the ... to the far right of the task, then click Delete from the dropdown menu.
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