Tasks
Plan and track the work behind your marketing — create assignable, due-dated tasks, organize them as a list or kanban board, set recurring reminders, and act on Aidelly-suggested next steps.
What Tasks is for
Aidelly's content pipeline produces a lot of small, repeatable work — review the queue, refresh the brand voice, post to a platform you said you'd post on today. Tasks is where that work lives so it doesn't fall into your head or into Slack.
You can create one-off tasks (write Q2 launch post), recurring tasks (post to X every weekday), or accept Aidelly-suggested ones from the "Suggested for you" strip. Each task carries a title, due date, priority, assignee, optional description and attachments, and can be linked to a scheduled post or an idea so the work and the artifact stay together.
Where it lives
- Workspace nav — sidebar → Tasks
- Route —
/w/[workspace]/tasks - Keyboard shortcut — press
tanywhere in the workspace to open the quick-create modal
Three views — list, board, my tasks
| View | Best for |
|---|---|
| List | Triage and bulk operations — sortable by due date, priority, assignee |
| Board | Kanban by status (To do / In progress / Blocked / Done). Drag to move |
| My tasks | Just the tasks assigned to you that are still open |
Switch views from the segmented control at the top of the page. The view choice is remembered per workspace.
Step 1 — Create a task
- Click New task (or press
t). - Fill in the title — this is the only required field.
- Optional: due date, priority (low / medium / high / urgent), assignee, description, attachments, link to a post or idea.
- Click Create.
Created tasks land in To do status by default.
Step 2 — Make it recurring
A recurring task is created fresh for you each day/week/month in your workspace timezone, so "Post to X today" lands on your list every weekday morning without you re-creating it.
- In the create or edit dialog, toggle Recurring.
- Pick a cadence — Daily, Weekdays, Weekly, or Monthly.
- The first instance is for the day you create the task; subsequent instances are generated by a daily job.
Completing a recurring task closes only that day's instance. The next occurrence is created automatically.
Step 3 — Assign and discuss
- Assign — pick a workspace member from the assignee dropdown. The assignee gets an in-app notification and shows up in their "My tasks" view.
- Comment — open the task detail and type into the comment box. Markdown works (
**bold**,_italic_, code fences). - @mention — type
@to open the member picker. Mentioned users get in-app + email notifications based on their notification cadence (instant / hourly / daily). - Attach — drag images, links, or files onto the task detail. Attachments show as a strip below the description.
Task comments reuse the same thread engine that powers Draft Discussions, so @mentions, reactions, and resolve behave the same way.
Step 4 — Link to a post or idea
Tasks can be linked to one scheduled post or one idea (not both at once) so the work-item and the content-item stay together.
- In the task detail, click Link → choose Post or Idea.
- Pick from the searchable list of recent posts / ideas.
- The linked artifact shows as a chip in the task header; clicking it opens the post composer or idea board entry.
This is how "Draft launch post" connects to the actual scheduled post — finish the task, the post is already there.
Step 5 — Accept a suggestion
Aidelly's Suggested for you strip lives at the top of the Tasks page. It turns workspace state into one-tap actions — connected-account gaps, unused ideas, posts waiting on you, calendar holes, brand profile sections that look thin.
- Accept — one tap creates a task with a sensible title, due date, and link to the relevant artifact.
- Skip for today — the suggestion is hidden until the next workspace timezone rollover.
Suggestions regenerate daily based on the current state of the workspace, so the strip is never a static checklist — it's whatever Aidelly thinks you should do next.
What tasks do NOT do
- They don't drive the publish queue. Marking "Post to X today" as done doesn't post anything — the task is a reminder, not a trigger. Use the composer or Auto Post to actually publish.
- They don't time-track. Tasks have a due date, not estimated/actual time. If you need time tracking, hook a third-party tool to the API.
- They don't sync with external task managers. Tasks live in Aidelly only. There's an API endpoint for read/create (
/api/tasks) if you want to mirror them into Linear, Asana, or similar.
Troubleshooting
- A recurring task didn't appear today — the generator runs once per day in your workspace timezone. If you changed your timezone recently, the next run will pick up the new one. Confirm timezone in Workspace Settings → General.
- I can't see a task my teammate created — tasks are workspace-scoped. Confirm you're in the same workspace, and that the task wasn't assigned to a specific person (some workspaces hide unassigned tasks in personal views).
- Comments don't notify — the recipient's notification cadence is set per-user in Account Settings → Notifications. Instant is the default for direct @mentions.
Related guides
- Draft Discussions — the comment engine Tasks reuses
- Content Calendar — link tasks to scheduled posts
- Idea Board — link tasks to ideas
- Workspace Settings — timezone, notification defaults
Content Calendar
The time-based view of every scheduled and draft post — spot gaps, reshuffle the queue, and ship recurring patterns without rewriting them.
Review & Automation
The approval queue — every AI-generated post, automation-drafted reply, or scheduled item that needs your sign-off lands here.