In Fulfillment > Open Task Manager > Settings, fulfillment agents will find a list of global settings. Task Manager settings, Task generation, and My settings can be found here to customize your workflows in Task Manager as you see fit. These settings are global for all accounts, except for the "User Settings" which are set only for the logged-in user
Task Manager Settings
Account Settings
Starting accounts in a non-active state means no tasks will be automatically created for that account until manually set to active. For example, if you wanted to wait to automatically generate review tasks until the client had been onboarded, you could start accounts in a paused state, and then move them to active when you're ready.
Email Settings
Allows you to set a reply-to email address for responses to auto-generated emails. (Review Response tasks, Client Review tasks, etc.)
Task Statuses & due dates
Task Default settings allow you to customize the task statuses. You can add, edit, and remove statuses as they best fit your workflow. You can also edit the default number of days to complete a task in Task due dates.
Tag Management
Tag management allows you to set customized tags for easier search and sorting of tasks and projects.
Edit Custom Fields
Custom fields can be used to record unique information about fulfillment projects. Information stored in custom fields can be used to segment campaigns, trigger automations, etc...More information about custom fields can be found here.
Manage your team
Manage all Task Manager users and their permissions here.
Task Generation
Task generation allows you to customize what types of tasks will automatically generate. These settings are global across all accounts, however, when changes are made, they will only affect new accounts. If an individual account's Task Generation settings differ, they will need to be adjusted at the account level under Account > Settings > Task Generation.
Account onboarding
Generate an onboard/welcome task when an account is added to Task Manager.
Reputation Management
Generate tasks for accounts with Reputation Management such as reviews, listings, mentions, Google Q&A, and reviews, listings, and mentions sources.
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Reviews
- This will generate tasks for newly posted reviews that require responses. Fulfillment agents will then be able to draft responses, request response approval from the business owner, and post responses on the review sources. Only create tasks based on positive, neutral, or negative
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Listings
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This will generate tasks when selected listing sources are found with errors or are missing entirely.
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Mentions
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This will generate tasks based on the Mention settings in the account's Reputation Management product. This includes mentions from sources such as blogs, news media, and social media. (These do not include reviews).
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Google Q&A
- Creates a task when a question has been left on Google Q&A. These questions appear on a business's Google Knowledge Graph.
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Reviews and Listings Sources
- Reviews and listing tasks are generated for the sources selected. This section allows you to toggle which sources automatically generate tasks. Selected sources will generate a task when reviews are published or listing errors are detected. These settings are global across all accounts.
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Mentions
- Mention tasks are generated for the sources selected.This section allows you to toggle which sources automatically generate tasks. Selected sources will generate a task when reviews are published or listing errors are detected. These settings are global across all accounts.
Social Marketing
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Social post
- This section will allow you to generate tasks for your fulfillment team to create Social Posts for your clients. It allows you to choose the days and amount of posts required.
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Socialize
- This will generate a task for your team to interact or respond to comments made by customers on a business's social media posts. Reputation Management is a required product for these tasks to populate.
My settings
User settings
This setting is only for the currently signed-in Task Manager user. A fulfillment agent can set their personal meeting integration links and a profile picture that will be used across Task Manager. The profile photo will appear instead of their initials in a circle when they are assigned to tasks, projects, and accounts.