Getting Started With CoSchedule for Power Users
Manage Your Team’s Priorities With Task Management Tools
- Basic Task Management in CoSchedule
- Saving a Task List as a Task Template
- Task Approvals
- Task Rules - Automate Your Workflows
IntroductionWhat is this guide? This lesson covers how to manage your team’s tasks with things like task templates and workflow automation. Who’s this guide for? New CoSchedule champions that will be implementing CoSchedule for their marketing team. What you’ll learn:
- How to add a stand-alone new task to the calendar.
- How to add a task to a project.
- How to create a list of tasks in a project.
- How to create task templates with approvals and task rules.
Basic Task Management in CoScheduleThe first thing you’re going to learn about is how to accomplish basic task delegation in your CoSchedule Marketing Calendar. Every CoSchedule power user will get value from this section, regardless of what CoSchedule plan you have. Learning about basic task management and delegation in your CoSchedule Marketing Calendar helps you accomplish better task visibility so everyone on your team knows what they are doing and when they are doing it.
Add a Stand Alone Task to the CalendarAdding a stand-alone task to the calendar is the most basic form of task delegation. When to do this: Add a stand-alone task to the calendar when you need to remind a team member to do a one-off task that is not attached to a project. How to do it: Click the orange ‘Create’ button on the calendar. Then, select ‘More Options’ at the bottom of the drop-down list. Finally, choose the option that says ‘Task’. Name the task, add a color label (if necessary), assign it to a team member, and add a due date. The task will automatically appear on the team member’s to-do list.
Add a Task to a Marketing ProjectAdding a task directly in a marketing project creates a central hub where everyone can go to see who is doing what and when their tasks are due. This clarity ultimately puts an end to weekly status updates so you’re always in the loop. To start, open a project on your calendar. If you don't have any projects on your calendar yet, create one using the orange create button. Once you have a project open from your calendar, you’ll see a grey taskbar along the right-hand side. Start by adding a single task to the project. Add a due date and assign a team member who will be responsible for executing the task.
Create a List of Tasks in a Marketing ProjectAfter you’ve created one task in a project, continue adding a list of tasks to build out an entire workflow for the project. Here’s what it could look like when you’re done.
Saving a Task List as a Task TemplateThis step takes task planning a step further by showing you how to create a task template from the list you just created. To save the workflow you just created as a template, click on the 3 dots, select Task Template, and choose the option that says "Save Existing". Give the task template a generic name like ‘Newsletter task template’ so it can be applied to any newsletter you plan in the future. Once you’ve populated your first task template, it’s ready to be applied to all future newsletters. This means you can apply the entire workflow and delegate all the tasks with a click of a button. You’ll see all the tasks magically apply, team members are automatically assigned their responsibilities, and due dates auto-populate based on the project’s date. If the date of the project changes, the task due dates can also automatically update, which means you won’t have to click into each task to manually reschedule.
Recommended Reading: Task Templates Power TipTo apply your task template on future projects:
- Plan a new newsletter project on your calendar.
- Click the ‘Templates’ icon in the taskbar.
- Apply the task template you just created.
Task ApprovalsTask approvals eliminate the need to manually notify people when a task is ready for their approval. This saves time and removes bottlenecks from forming in the content creation process. Task approvals are only available with Professional and Enterprise Work Organizer plans. Not sure if you have one of these plans? Click on the arrow button over on a task, if you see “approvals”, you’re good to go. Task approvals can be included on all tasks within a project’s workflow. Here’s how:
- Click into a project on your calendar.
- Click the templates icon in the taskbar.
- Edit the relevant task template by clicking the pencil that appears when you hover.
- Click the arrow next to the task you want to add an approval to.
- Add the approver's name from the drop-down list.
Task Rules - Automate Your WorkflowsTask rules add a layer of automation to your workflow to lessen the time it takes you to monitor project progress and update timelines. Task rules are only available with Professional and Enterprise Work Organizer plans. If you have task approvals in the previous section, you also have access to task rules. Here are a couple of simple task rules you can add to your task templates to save time.
Recommended Reading: Task Rules Power Tip