What is Task Manager?

Task Manager helps you increase productivity by scheduling and assigning tasks based on real report data. Tasks can be created from any of the Example reports, and users can be notified of updates for either specific tasks or all tasks, as new crawls complete. 

Creating Tasks

From your project dashboard, navigate to the report that identifies the issue you want to track. For example, you might identify a particular stage of the traffic funnel that has a high proportion of traffic falling out, and drill down to a relevant report for the issue that needs addressing. 

If you’re using our health scores, you can drill down into a category and subcategory that needs addressing, or go straight to a specific report in the top errors of the overview.

Once you’re at the report you want to create the task for, you can select a specific segment if required, and apply any filters that you need to narrow the list down to the specific set of URLs that you need to address in the task.

With the segments and/or filters applied, click on the ‘Create Task’ button just above the report table.

When the task details window opens up, you can complete the following details:

• Priority – Set from a simple note, or low, medium, high or critical priority.
• Deadline – Here you can set a date by which the task needs to be completed. 
• Title – The main title of your task. We suggest being a little descriptive here, so use something like ‘URLs that need redirections set up’ rather than just ‘Redirections’ so the viewer will be able to get an idea of what the task relates to in the task list.
• Description – Here you can describe what needs to be done. We suggest putting as much detail in here as possible, so whoever is receiving the task knows what they need to do. 
• Assignee email – Here you can assign one or more email addresses that will get notifications of the task being set up, and updates when new crawls complete.

Once created, you can then view the tasks in a few different ways (see the screenshot below for where these are located):

1. In the report, the 'Create Task' button will change to show there is 1 task associated with the report (don't worry, you can create more tasks by clicking on the down arrow).
2. In the left hand navigation, 'Project Tasks' just under the search reports field will take you to all of the tasks associated with the project.
3. In the far left navigation, clicking on the 'Account Tasks' icon will show you all tasks across your account.

Read more about viewing tasks.