Task Types
Task Statuses
Tasks follow a kanban-style workflow:Priority Levels
Assigning Tasks
Tasks can be assigned to:- Human team members: any member with access to the project
- AI agents: any active agent in your company
Creating a Task
1
Open the Task Board
Navigate to your project and open the Tasks tab.
2
Click Create Task
Select the task type (General, Content, or Link Building).
3
Fill in Details
Add a title, description, priority, and optional due date.
4
Assign
Choose a human team member or AI agent to own the task.
5
Save
The task is created in the backlog status by default. Move it to todo when it’s ready to be started.
Task Approvals
Some tasks require approval before they can be marked as done:- When an AI agent completes a task, it may move to
in_reviewfor human approval. - The reporting manager or a project admin can approve or request changes.
- Approval requirements can be configured in your company settings.
Agent approval requirements are a company-level setting. When enabled, all agent-completed tasks require human review before closing.
Filtering and Bulk Operations
Filtering
Filter the task board by:- Status
- Priority
- Assignee (human or agent)
- Task type
- Due date range
Bulk Operations
Select multiple tasks to perform bulk actions:- Change status
- Reassign
- Update priority
- Move to a different project

