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Every brand has its own task list, shared with everyone on your account. Where: sidebar → Tasks, for the brand you have open (switch brands at the top of the sidebar). Cost: free, no credits. Plans: all.

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What a task holds

  • Status: Backlog, Todo, In progress, In review, Done, Cancelled or Duplicate.
  • Priority, the platform it is for (Meta, Instagram, TikTok, Pinterest, Google Ads, LinkedIn, your website or other), one person on it and a due date, with an optional time shown on each teammate’s own clock.
  • A brief, comments and a feed of everything that changed.
  • Sub-tasks, one level deep. The parent shows how many are finished (“2/5”).
  • A repeat rule: pick “Set repeat…” in the due date menu. The task comes back when someone moves it to the status you chose (Done by default), either as the same task with its next due date or as a fresh copy carrying what you tick.

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List or board

The switch next to New task turns the list into a board with one column per status. Drag a card to another column to change its status (long press on a phone), or use the status menu on the card. To change many tasks at once, tick the box at the start of each row (Shift+click ticks a range, Esc clears). A bar appears at the bottom with Status, Priority, Assign, Assign to me, Due date, Sub-task of…, Copy links and Delete.

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Filters and saved views

Filter by status, priority, person, platform and due date, including any day or range you pick on a calendar. Keep a set of filters you use often as a saved view:
  1. Set the filters (for example Assignee = Me and Due = Overdue).
  2. Click Save view at the end of the filter row and give it a name.
  3. The view appears as a tab above the filters, next to All tasks. Opening it puts back its filters, sort and list or board layout.
Change the filters while a view is open and Save updates it, or Save as new view keeps both. A view lives on the brand where you saved it and starts private to you. Its … menu renames it, deletes it, or turns on Share with your account so everyone on the account sees it too. Only the person who saved a view, or the account owner, can change or delete it.

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Open a task

Click a task to read the brief, comment and see its history. Back to tasks at the top right returns to the list or board exactly as you left it, filters included. The … next to it copies a link to the task or deletes it.

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Pictures

The brief and comments take pictures (JPEG, PNG, WebP or GIF, up to 10 MB each). How you add one decides where it goes:
  • Inside the text: paste a screenshot (Ctrl or Cmd+V), drop an image in, or type / and pick Add image. A thin blue line shows where a dragged picture will land.
  • Under the text: click the paperclip in the bottom-left corner. The picture is attached as a small tile.
Click any picture to see it full size. To remove one, hover over it (or tab to it) and click the × in its corner; it asks once before deleting. On a phone or tablet the × is always showing. Whoever added a picture, or the account owner, can remove it. A comment can be only a picture, with no words. Ctrl or Cmd+Enter posts.

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When someone gives you a task

When a teammate assigns you a task, you are told in two places:
  • The bell in the app: “Gabriel assigned you JOR-14”, which opens the task.
  • Email, with each task’s key, title and a link to it. Several tasks assigned to you at once arrive as one email listing them all.
Assigning yourself sends nothing, and the email never includes the brief.

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Who sees what

Everyone on your account sees and can work on every task of a brand they can open. Comments can be edited or deleted only by whoever wrote them or the account owner. When a teammate leaves, their tasks stay and go back to unassigned, their private saved views are deleted and their shared ones pass to the account owner.
Last modified on October 2, 2026