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.
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Tasks can even be added to reports or dashboards for your clients, allowing them to see progress in real-time.

To get started, click Tasks in the navigation bar at the top of the Home page. This will open the account level Tasks page where you can create, edit, and manage tasks at the account level, and across Clients you have permission to access.
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From the Tasks page, click Create New Task in the upper right-hand corner. This will open the Task creation window where task details are filled out.

After naming the task, add a category to help separate and filter your tasks. Create new categories simply by typing in the Category field, or select an existing category from the same dropdown.

Additionally, tasks can be quickly created from any widget. Simply hover over the widget, then click the ... in the upper right corner.
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From the open dropdown, click Create Task to open the Task creation wizard.

By default, tasks can be assigned to Staff or Admin users. To assign Tasks to a client user, first update their user permissions.
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Select an assignee by typing their name in the assignee field, then click their name in the dropdown.

Click the dropdown menu to open the date selector, then click a day to set a due date for the task.

Save the task by clicking Create in the bottom left, or if you'd like to set this task to repeat check out the section below.

Tasks can be set to repeat at six different intervals. For example, you could set a quarterly task to update report marketing visuals or a monthly task to remind client users to view their updated dashboard. There are countless ways to use repeating tasks for your team!

After setting the first due date for this task, click Don't Repeat to open the interval dropdown.

Next, click the desired interval in the dropdown menu.

All repeating tasks require Start Date and End Repeat, with different intervals having additional requirements depending frequency.

Required for all intervals. The date the repetition schedule for this task will begin.

Required for all intervals. Defines how long the task will repeat:

Never: Task will reoccur indefinitely until updated or deleted

On Date: Task will reoccur until the date selected

Reoccurrences: Task will stop reoccurring after manually entered number of occurrences

To set these, click the field itself then click the preferred setting from the dropdown. Alternatively, click the field and type a number then select from the dropdown.

Once finished, click Create in the bottom left to save the task. It will now display in the Task table alongside all tasks currently in your account.

To get started, click Tasks in the navigation bar from within a Client to edit only their tasks or from the Home page to view all Tasks within your account.

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On the Tasks page, click a Task name to quickly open its editable details. Alternatively, you can edit, clone, or delete a Task by clicking the ellipses to the right of each task. Once a Task is open, you can change the name, category, status, due date, and more.

Tasks can be moved between Clients by selecting a different Clients from the Clients dropdown.

Once updated, click Save in the bottom left to lock in these changes.

Created a task by mistake? You can delete the task outright by clicking the ... to the far right on the task table and then clicking Delete in the dropdown menu. Keep in mind that deleted tasks can't be recovered.

Adding a task list to reports is another way to showcase the important work you do. Assign tasks to client users directly and then add a task list for them to their reports.

To get started, open the report editor within a Client and look for the Add Section button at the bottom of the left sidebar.

Type Tasks into the bar to quickly locate the two available sections: complete or incomplete tasks. Click Add section in the bottom left to add the selected section to your report.

This will create a page titled Complete or Incomplete Tasks in your report, with a widget showing Tasks separated by their category.

This can be further filtered to show tasks assigned to an individual or to display tasks from the same category.

Simply click the widget to select it, then in the Edit Widget menu on the right, choose the filter you'd like to apply to this widget.

Once you're finished editing, make sure to Save the report in the upper right hand corner of the page to lock in these changes.

If you have a lot of tasks it can be helpful to filter these based on the work you're doing, or whose progress you're reviewing. Tasks within a Client and at the account level can be filtered in almost the same ways; learn more about the account-level-only filters here.

On the Tasks page, click the Settings button in the upper right to reveal the settings and filter slide-out.
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From the settings slide-out, Tasks can be filtered by assignee, category, and status. Multiple filters can be applied at once; you can see how many are applied at the top of the page. Only tasks that match all applied filters are displayed in the task table.

To filter by assignee, click the search field and either type the user's name or select from the dropdown. By checking off more than one box, you can filter by multiple assignees at once.

To filter by category, click the category dropdown, select one or more existing categories from the list, or search by category name. Available categories are account-wide; if you create the category Report Review in one Client, it will be available in all others and at the account level.

By default, the Tasks table shows incomplete tasks. To view completed tasks instead, click the Status menu, select Completed tasks from the dropdown, and remove the check beside Incomplete tasks.

Completed tasks will appear with the checkbox filled and the task name crossed out.

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

Task templates aren't supported at this time. If you'd like to see this added in the future, please add your vote on our feedback forum here.

Yes, you can assign a task to a client! By default, tasks can be assigned to Staff or Admin 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.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄