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How do I work with Task Management?

A practical, plain-language guide to the shortest route, the right screen, and what to know before continuing.

From guide to action

Open Tasks

This opens the relevant work screen. You may be asked to sign in; no change is saved automatically.

Task Management — Your Shared Work Hub

In the menu: "Task Management". Here you centralize all work — tasks related to websites, leads, and the team.

Creating a Task

  1. 1Open Task Management
  2. 2Create a new task: title, description, due date
  3. 3Define status (To Do / In Progress / Under Review / Blocked / Completed)
  4. 4Define priority (from Low to Urgent)
  5. 5You can link a task to a specific website or lead — and assign it to a team member

Advanced Organization

  • Milestone — group tasks under a larger goal ("New Website Launch")
  • Workflow — work in sprints/time-bound cycles
  • Saved Views — a filter you use often can be saved as a view with a click

Ongoing Work

Drag tasks between statuses, add comments within a task, and clearly see what's overdue and what's urgent.

From the Chat (Connected AI)

"What's on the agenda today?" "Open a task to fix the gallery on website X by Thursday," "Mark the logo task as completed" — works directly from the chat.

💡 Tip: A good task starts with a verb: "Call...", "Update...", "Send a proposal to..." — this way the next step is always clear.

You can simply ask Up

Up answers using this guide, suggests the next step, and leads to the relevant screen.