Plan and finish a task

Choose the right kind of work#

A task can belong to the agency, a client, or a sales opportunity. Client and agency tasks require delivery management access to change; sales tasks require sales management access. No provider connection is required for ordinary workspace tasks.

Add the next step#

1. Open Tasks and select Add task.
2. Enter a specific task name, such as “Review the September landing page draft.”
3. Choose Related to: Agency-wide, Client, or Sales opportunity. Select the corresponding record when required.
4. Choose Assigned to, Status, Category, Priority, Due date, and useful Details.
5. Select Add task. Find the saved task in the list and confirm its owner, due date, and related work.

Keep the list useful#

Open a task to edit its details, or use the row’s Status control as work progresses. Mark work complete only after checking the actual deliverable. Filters help focus the list, but a filtered-out task is still in the workspace.

For client work, open the related client from the task to check surrounding context before changing the plan.

If the task will not save#

Check required fields and your access to the selected client or opportunity. If a teammate is unavailable, ask an admin to check membership rather than assigning the work to someone with a similar name. After a timeout, search for the task before adding it again.

If you can view but not edit a task, ask an owner or admin for the appropriate access. A task marked read-only may have additional restrictions beyond the general Tasks page.