Create and assign a task

2 min readChecked against the dashboard on 16 October 2026
Open this in your dashboard

Open Action Board, click Add a task, type a title and press Enter. The task is added at the top and its side panel opens so you can fill in the rest.

In the List view, the add row also lets you pick the status, category, assignees and due date before you press Enter. In the Board view, each column has its own Add a task, so the task starts in that column. Only the title is required.

The fields

  • Assignees — any number of workspace members, up to 20. Assigning someone sends them a notification and an email. Viewers aren't listed because they can't work on tasks. Owners and admins see Add member… at the bottom of the list to invite someone new.
  • Due date — pick a day, or use Today, Tomorrow or Next week. A task becomes overdue the day after its due date, wherever you are.
  • Priority — Low, Medium or High.
  • Category — one per task, for grouping by channel, client or campaign. Create categories with Categories in the toolbar.
  • Notes — the brief, up to 10,000 characters.
  • Assigned by — filled in for you, showing who added each person and when.

Attachments and subtasks

Under Attachments, drop files or attach them: images, video, PDFs, office documents, CSV, text and zip files, up to 200 MB each. SVG files aren't accepted.

Under Subtasks, type into Add a subtask to build a checklist. Each subtask can have its own assignee and its own files. Every subtask has to be ticked off before the task can be marked done.

Comments

Write in the box at the bottom of the panel and click Send. Type @ to mention someone. A mention always reaches them, by notification and email. You can edit or delete your own comments, and owners and admins can delete anyone's.

Who can change a task

When a task has no assignees, anyone who can edit the board can change it. Once it's assigned, only the creator, the assignees and workspace owners and admins can. Everyone else sees "Only … can change this task. You can still comment."

Changing who a task is assigned to is limited further: only the creator or an owner or admin can do it. Assignees can work on the task but can't add or remove people.

Next: Move a task through review to Done.

Related articles

What the Action Board is and where to find itThe Action Board is your workspace's shared task list. Open Marketing Manager → Action Board in the sidebar. Every workspace has one board, it is free on every plan, and everyone in the workspace sees the same tasks.Task statuses and the review and approval flowEvery task is in one of four statuses: To Do, In Progress, Review or Done. If someone else works on your task, it goes through Review before Done: they submit it, and you approve it or send it back.Task notifications, emails and due-date remindersThe Action Board tells people about the changes that need them. Each alert goes to the Notifications bell in the top bar and, for most events, by email too. Clicking an alert or an email opens that task on the board.Change many tasks at once, duplicate and deleteIn the List view, tick the box beside each task you want to change, or tick the header box to select every task shown. A bar appears at the bottom with the number selected and the changes you can make.

Ask Agent PK in your dashboard

Agent PK answers from these same articles, looks at your own account, and can do the task for you once you confirm. Open it from the top bar in the dashboard.

Open dashboard

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