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OpportunitiesTask Tracker

Task Tracker

The Task Tracker is the single place to manage the opportunities your team has decided to work on, whether they came from content gaps, site issues, social conversations, or outreach targets. It keeps everything you are acting on in one view, from idea to done.

Accessing the Task Tracker

Go to OpportunitiesTask Tracker in the sidebar.

Adding Tasks

Across the Opportunities pages, use the Track or Add to Tasks button on any item to send it here. Each task keeps a link back to the opportunity it came from, so the context travels with it.

Two Ways to Work

Switch between two views depending on how your team likes to work:

  • Table gives you a sortable, filterable list, ideal for scanning and bulk triage
  • Board gives you a Kanban layout with columns for each status, ideal for moving work along

Statuses and Owners

Move each task through a simple flow and assign it to the right person.

StatusMeaning
To DoCaptured, not started
In ProgressBeing worked on
CompletedDone

Assign an owner to any task so everyone knows who has it.

Filtering and Presets

Filter tasks by type, status, owner, priority, and topic to focus on what is relevant. Save a combination of filters as a preset, for example “My high-priority tasks,” so you can return to it in one click.

Next Steps

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