Managing tasks efficiently is crucial for any content creation team. StoryChief's task management features are designed to streamline your workflow, ensuring that every team member knows their responsibilities and deadlines.
Boards: it is now possible to link content to tasks and also to create tasks from within content 🥳
We also did some UI improvements to make everything look 'cleaner'.
Watch our Academy video 📹 for a step-by-step guide:
In this article:
Start creating tasks
1. Buttons & styling
Step 1. Click on 'Campaigns' to open the campaigns. Here, select 'Tasks'.
At first, the board will be empty so let's add some lists. These can represent a status, a priority, a specific group or however the tasks should be organized.
Click on '+ New list' and give the list a new and optionally add a color.
For example, a priority list to make sure the most important tasks are picked up first. They can easily be dragged from one column to another.
Step 2. Create tasks
In the correct list, click on '+ Add a card' and fill in a title for the task. Hit enter to create the task and quickly add the next one(s). This is meant to quickly drop ideas on the board to be changed later on.
Step 3. Add details & edit tasks
To add more details to your tasks, click on a card. Now, add, change or remove the following fields:
Title
The tag/list or remove it
The due date
The status (Not started, In progress, Done)
The assignees or collaborators
Time estimation: uses a week - day - hour - minute format
Campaigns
Client workspace (in case of an agency/multi-workspace plan)
Attachments: Allowed file types: .png, .jpeg, .jpg, .gif, .pdf, .xlsx, .xls, .doc, .docx, .txt
A description: This helps the collaborators to get more information
Step 4. Add comments
In the edit page of a task, scroll down to see the comment section. Here, leave general remarks or tag someone (e.g. @writer ...) to notify them immediately.
Step 5. Group task per tag, status or collaborator. This can be adjusted by selecting your choice on the right of the screen. Grouping by Tags is default.
2. Tasks for multiple workspaces
To be on top of all workspaces, agencies and multi-workspace accounts can plan tasks for their child workspaces.
As seen above, it's possible to assign a task to a Client workspace. In that workspace, an overview of all the tasks will appear in Boards.
That way, a writer can pick up the task in the correct workspace and change the status without having to return to the main workspace. Centralized creation and a focused work view!
3. Hide lists to keep an overview
Step 1. In the Boards, select the menu (3 dots) of a list and choose 'Hide list'.
Step 2. Check the hidden lists on the side of the Board, with the number of attached tasks.
Tasks from other lists can be dragged & dropped in a hidden list to quickly clean the view.
Step 3. Click on a hidden list to view the tasks, or to make the list visible again via the eye icon 'Show list'.
🎉 You're done, grab a coffee, you deserve it!
Check out the next steps below for more in-depth guides or follow-up actions.