Tasks help simplify your agency's workflow, enabling you to delegate work, track project progress, and collaborate more efficiently with your team— all without leaving AgencyAnalytics.

Tasks are only available on some of our plans. Check out our pricing page for more info or ask our friendly Support team if it's part of your plan!

Create a Task

To start, click Tasks at the top of the Home page to open the account-level Tasks page, where you can create, edit, and manage tasks at the account and Client level.

In the upper right corner, click Create Task, then fill out your task details in the Task creation pop-up. Task name is mandatory; all other fields aren't required and can be added later.

Name	Identifies the task on the tasks table and the kanban board
Status	Track the current status of the task
Category	Used to organize and filter tasks on the tasks page and tasks widgets
Client	Choose to create this task at the Client level, or leave blank to keep it at the account level
Due Date	The date the task should be completed, can be set on recurring intervals
Time Tracking	Add an expected or estimated time to complete the task
Assignee	Assign a team member to complete the task
Description	Add details covering what the task is about

Add Task lists to Dashboards and Reports

In the report or dashboard editor, click Objects on the right sidebar, then click and drag Tasks onto the page.

Once added, you can resize the widget by dragging the bottom right corner. You can also use task filters like assignee, status, or date completed to change which Tasks are displayed.

Additionally, you can choose which columns to display on the table under the Data tab.

Edit Tasks

Click a Task name to open the edit menu, or click edit in the ellipsis menu dropdown.

Update the task information, then click Save in the bottom left to lock in those changes.

Delete Tasks

To permanently delete a Task, click the ellipsis menu in the far right column of the task table.

In the dropdown, click Delete, then confirm the permanent deletion of this Task in the popup.

Managing Tasks in the Kanban View

To switch from the list view to the Kanban view, click the Kanban icon in the upper right corner of the Tasks page.

You can drag and drop tasks between columns to quickly update their status, or you can click the Task name to open the Task, where you can edit details or add a comment.

Use @name to tag a user in a Task comment. The tagged user will receive an in-app notification, which can be reviewed under the bell icon menu in the upper right.

Understanding the Tasks Table

On the Tasks page, click the Settings button in the upper right to reveal the settings and filter slide-out.

Click the dropdown you wish to filter by, then select the assignee, category, or status.

Multiple filters can be applied at once; you can see how many are used at the top of the page. The task table displays only tasks that match all applied filters.

You can also see which Tasks have a comment or which Tasks are set to repeat by looking for the icon indicators to the right of the task name.

❓ Tasks FAQ

How do I share or export the task list?

A task list can be exported by clicking the share button in the upper right of any Tasks page, then choosing the format to export. Tasks can be exported to XLSX, downloaded as a PDF, shared via email, or with a web link. You can also present the tasks page from the same menu.

Can I clone a task?

Yes! Tasks can be cloned from one Client to another, or from one Client to all Clients. Follow the initial steps to create a Task, then select clone an existing metric as the source instead.

How do I assign Tasks to client users?

To assign Tasks to clients, first update their user permissions, then simply select the client's name from the assignee dropdown instead of a staff member, and the task will appear in the client's Task section.