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Tasks

Tasks are the backbone of Task Manager for viewing and tracking fulfillment work. They can be created manually or generated automatically based on triggers and account settings.

Why are tasks important?​

Tasks streamline your fulfillment workflow by:

  • Organizing work – Central place to track all client-related activities
  • Improving efficiency – Bulk operations and automated task generation
  • Enhancing communication – Rich text notes, user tagging, approval workflows
  • Maintaining accountability – Due dates, assignments, completion status
  • Scaling operations – Templates and automation for growing workloads

What's included with tasks?​

  • Manual task creation – Create custom tasks for any account or project
  • Auto-generated tasks – Tasks created from account activity
  • Bulk operations – Edit multiple tasks at once
  • Enhanced search – Find by keywords, account names, contacts, addresses, order IDs, tags
  • Flexible sorting – By due date, status, creation date, and more
  • Rich text support – Format notes with bold, italics, hyperlinks
  • User tagging – Mention team members in comments
  • Task tags – Organize and filter tasks
  • Approval workflows – Request client approval for review responses from tasks

Subtasks​

The system supports creating subtasks within tasks for better organization of complex work:

  • Create subtasks within any task to break down work into smaller steps
  • Multi-level task hierarchies allow you to structure work at different levels of detail
  • Parent-child task relationships help track dependencies and progress through related work items

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Quick start​

Create your first task​

  1. Navigate to Fulfillment → Task Manager → Tasks
  2. Click Create task
  3. Select Account and enter a due date (required)
  4. Add details and click Create task

Find tasks quickly​

  1. Use the search bar (name, account, contact, address, order ID, tags)
  2. Filter by status, assignee, or task type
  3. Sort by due date, creation date, or other criteria

Set up auto-generation​

  1. Go to Task Manager → Settings
  2. Configure which task types generate automatically for new accounts
  3. Per account: Account Settings → Task generation

Frequently asked questions​

Why are my reviews disappearing when I filter by multiple star ratings?

Star rating filters use AND logic. Select one star rating at a time for filtering; you can still combine with task status and assignee filters.

How do auto-generated tasks work?

Tasks are created automatically from account activity and your settings (for example, new reviews or mentions) when those task types are enabled for the account.

What's the difference between public and private notes?

Public notes on tasks visible in Business App appear in the client's Projects view. Private notes stay internal. Use private notes for sensitive information.

Can I search for tasks using partial information?

Yes. Enhanced search supports partial matches for names, accounts, contacts, addresses, order IDs, and tags. Use quotation marks for exact phrases.

How do I ensure clients see important task updates?

Use public notes, set tasks to visible in Business App, and use Waiting on Customer status with notifications when client input is needed.

How does the "Task Assignee Update" notification work?

In Partner Center → bell icon → Tasks section, when activated it notifies you when an existing task is re-assigned to you. It does not notify when a new task is assigned to you on creation.

Who can be assigned tasks, and what can clients see?

The Digital agent user role (Administration → My team, alongside Admin and Salesperson) gets Task Manager access and can be assigned tasks. Task statuses include Open, In progress, and Waiting on customer. Public task notes are visible to the client if the project is shown in Business App. Private task notes are internal. Comments are internal by default but can be made public, and you can tag teammates. To show a project in the client's Business App, check Show project in Business App on the template. Assignees get email notifications for assignments and upcoming due dates. To add accounts, use Task Manager → Accounts → Add account.