What the Action Board is and where to find it

2 min readChecked against the dashboard on 16 October 2026

The 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.

Two ways to look at it

Switch between the two buttons at the top right:

List — a table with Task, Status, Assignees, Assigned by, Due date and Activity columns. Tasks are grouped by due month to begin with; change that with Group. Only the List view lets you tick several tasks and change them together.
Board — one column per status: To Do, In Progress, Review and Done. Drag a card to another column to move it.

Click any task to open its side panel. That's where assignees, due date, priority, category, notes, attachments, subtasks, review notes, History and Comments live.

Quick views

The tabs above the toolbar answer the common questions in one click: All tasks, My tasks, Assigned by me, Ready for review, Overdue, Due this week, Unassigned and Completed. Each shows a count. See Filter, group and export tasks.

Everything assigned to you, in every workspace

The My tasks button at the top opens a separate page that collects tasks assigned to you across all your workspaces. It sorts them into Overdue, Today, This week, Later, No due date and Recently done. Use it if you work in more than one workspace.

Who can do what

Owners, admins and members can add tasks, comment and move work along.
Viewers can see the board but can't change it or comment, and tasks can't be assigned to them.
Once a task is assigned, only its creator, its assignees and workspace owners and admins can change it. Everyone else can still read it.

Tasks that arrive from elsewhere

Some pages can add tasks for you. Add to Action Board appears on the audit's Action Plan and on recommendations in Reports. A review task for a social post opens the post itself, not a task panel.

Next: Create and assign a task.

Create and assign a taskOpen 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.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.Filter, group and export tasksThe Action Board gives you three ways to narrow down tasks: quick views, search and the Filter panel. Export PDF and CSV download whatever you're currently looking at.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.

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.

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