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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 t anywhere in the workspace to open the quick-create modal

Three views — list, board, my tasks

ViewBest for
ListTriage and bulk operations — sortable by due date, priority, assignee
BoardKanban by status (To do / In progress / Blocked / Done). Drag to move
My tasksJust 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

  1. Click New task (or press t).
  2. Fill in the title — this is the only required field.
  3. Optional: due date, priority (low / medium / high / urgent), assignee, description, attachments, link to a post or idea.
  4. 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.

  1. In the create or edit dialog, toggle Recurring.
  2. Pick a cadence — Daily, Weekdays, Weekly, or Monthly.
  3. 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.

  1. In the task detail, click Link → choose Post or Idea.
  2. Pick from the searchable list of recent posts / ideas.
  3. 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.