The Task Inbox
The task inbox is the place where all tasks across every asset on your Agency Dashboard can be found.
In this article we’ll take you through everything inside the task inbox and link to you a few other articles that go into more detail about it’s features.
The inbox link can be found in the nav of your Agency Dashboard here.
You can also get there by clicking on the inbox link for a specific website on your websites screen.
By clicking this, you’lll be taken to the inbox with this website selected, in this example we have clicked on the Apple site.
The first column shows all assets across your Agency Dashboard.
By clicking on a specific asset, we will see the tasks for that asset in the second column.
If you want to see tasks across all assets, you can click on “All Assets” at the top of the column.
You can minimize this column if you want more space to view your tasks by clicking on the arrow icon.
You can also sort the asset list by clicking here, learn more about sorting in another article here.
You can visit the site by clicking the arrow icon.
If this is a site added via URL, you will be taken to the collaborate screen. If this is a WordPress site, you’ll be automatically logged in and taken to the front-end of that site (learn more about autologin here).
And here is the number of open tasks that are on this website (this does not count completed tasks). If all tasks have been completed, you’ll see a green check mark.
The second column displays the tasks of the current website selected (or all tasks if you’re looking at all assets).
On each task we can see:
- The name of the user who created the the task,
- The website it’s on.
- How long ago it was created.
- The task title.
- The type of task it is.
- The users assigned to this task.
Here is the total number of tasks found for this website (this does include completed tasks).
You can create a general task for this asset by clicking on the plus icon here.
And you can sort tasks by clicking here, learn more about sorting in another article here.
The third column shows the feed of the task you currently have selected.
At the top we can see the task sticker, the title of the task (the first comment by default), the website it’s on and the who/when of the task.
Here is where all of the task activity is shown, including: comments, status/urgency updates, time entries logged (learn more about time tracking here) and notes.
Take Me There
If you’d like to go to where this task is on the website, click on the “Take Me There” button. If this is a WordPress website, it will take you directly to this task and automatically log you in too (learn more about autologin here).
You can also assign users to this task by clicking on “Who is Responsible”. This will be reflected as a status update in the feed too.
The user who is currently assigned will be highlighted inside the task column.
When you assign the next user, the previous will still stay here, showing everyone the journey of the task through your team, giving ultimate accountability for tasks!
Adding Comments, Files & Notes
To add a comment, simply start typing inside the box at the bottom and hit comment.
You also have the option to add a note to this task by clicking the yellow icon, which will not be seen on the front-end of the asset.
This is a great way to leave notes for your team on tasks to let them know something they need to get the job done!
To add a file, click on the paper clip icon at the bottom.
You can add any type of image, zip files or even PDF’s to a task.
They can then be downloaded by clicking on them or clicking the download icon.
On the last column, you can see the attributes of your selected task.
You can track time on the selected task by clicking on “Add Timer”, find out more about time tracking here.
An automated screenshot is generated when tasks are created which can be viewed in this column.
Making it super helpful for you to debug issues, especially when your client is seeing something you aren’t (like a caching issue).
Tech info gives even more information by showing you the screen size of the task creator, the browser they were using and some other helpful info.
You can change the status and urgency of the task.
Add or remove tags that are part of this task.
Choose who should be notified about the task (assigned users are automatically checked on).
And finally, you can delete the task.
You have the option to filter the tasks inside the asset you are currently looking.
You can filter based on type, status, urgency, assigned users and the tags attached to tasks.
In the below example, we are filtering tasks that are set to high urgency and have the tag “Future Task”.
This makes it really helpful for a user to filter tasks based on them, so they only see what they have to work on.
Getting Support From Us
And that’s it! The Task Inbox makes it super easy for you and your team to go through all requests made by your clients on your assets and get the work done.
If you have any questions or need anything in general, you can always reach us on firstname.lastname@example.org where we are always happy to help!