Skip to main content

Tasks

Full-featured task manager for team organization. Create tasks, assign executors, track progress and receive notifications in messengers.

Tasks - Projects


Capabilities

Task Management

Classic task manager functionality:

Create and edit:

  • Task name and description
  • Assign executor (one or multiple)
  • Set deadline
  • Priority (low, medium, high, critical)
  • Status (new, in progress, under review, completed, cancelled)
  • Attach files and links
  • Add comments

Organization:

  • Group by projects
  • Labels and tags for classification
  • Subtasks (checklists)
  • Task relationships (dependencies)
  • Templates for recurring tasks

Filtering and search:

  • Filter by executor
  • Filter by project
  • Filter by status and priority
  • Filter by deadlines
  • Text search

Tasks - Task List


Projects

Divide tasks by projects for convenient work organization.

Project capabilities:

  • Create unlimited number of projects
  • Project description and goals
  • Assign project owner
  • Add team members
  • Set project deadlines
  • Track project progress

Organization:

  • Each task linked to project
  • Quick switching between projects
  • Overview of all project tasks
  • Project statistics (completed/in progress/overdue)

Access Control

Flexible permission management system at project and task level.

Project access levels:

  • Project Owner - full control over project and all tasks
  • Project Member - can create and edit tasks in project
  • Observer - view-only for project tasks
  • No Access - project and its tasks are hidden

Task access levels:

  • Task Author - who created the task
  • Executor - who is assigned the task
  • Watchers - who monitors execution
  • Assigned Users - have access to task

Access configuration:

  • More about team and permissions in Team section
  • Automatic permission inheritance from project
  • Individual setup for each task
  • Private tasks (visible only to author and executor)

Notifications

Automatic notifications about task events.

Notification Events

You receive notifications when:

  • New task assigned to you
  • Status changed on task where you're executor
  • Your task deadline approaching
  • Comment added to your task
  • You mentioned in comment (@username)
  • Task overdue
  • Task marked as completed

Notification Channels

Where you receive notifications:

  • In PostTrack system - notifications in interface
  • Email - email messages
  • Telegram Bot - messages in Telegram
  • Push notifications - to devices

Telegram Integration

Receive task notifications directly in Telegram:

  1. Set up Telegram Bot integration
  2. Choose which events to send to Telegram
  3. Receive instant notifications in messenger
  4. Quickly navigate to tasks via links

More details: Telegram Integration

Notification Settings

Flexible settings:

  • Enable/disable notifications by event types
  • Choose channels for each notification type
  • Set quiet hours (do not disturb)
  • Digest frequency (daily, weekly)
  • Notifications only for priority tasks

Workflow

Creating Task

  1. Open Tasks section
  2. Click "Create Task"
  3. Fill in:
    • Task name
    • Description (optional)
    • Select project
    • Assign executor
    • Set deadline (optional)
    • Choose priority
  4. (Optional) Add files, links, subtasks
  5. Save task

Working with Tasks

For executor:

  1. Receive notification about new task
  2. Change status to "In Progress"
  3. Complete task
  4. Leave comments on progress
  5. Change status to "Completed"

For author:

  1. Create task
  2. Track progress
  3. Receive change notifications
  4. Verify completion
  5. Close task or send for revision

Monitoring

Progress tracking:

  • Overview of all tasks by projects
  • List of tasks with approaching deadlines
  • Overdue tasks
  • Tasks awaiting review
  • Statistics by executors

Integrations

Automatic Task Creation

Tasks can be created automatically:

  • From Post AI module when rules trigger
  • When critical events occur in system
  • On schedule (regular tasks)
  • Via API from external systems

Connection with Other Modules

Integration within PostTrack:


Use Cases

For Buyers:

  • Tasks for launching and optimizing campaigns
  • Pre-launch checklists
  • Creative testing tasks
  • Project deadline control

For Designers:

  • Creative creation tasks
  • Material review and edits
  • Creative task planning
  • Request prioritization

For Managers:

  • Set team goals
  • Task completion control
  • Workload distribution
  • Productivity analysis

For Project Managers:

  • Project planning
  • Decompose into tasks
  • Team coordination
  • Progress tracking

Important

  • Simplicity - familiar task manager interface, quick learning
  • Flexibility - customize projects and tasks for your processes
  • Access control - permission separation at project level
  • Notifications - don't miss important events
  • Integrations - connection with Telegram and other tools
  • History - all changes recorded in system

Why

  • Organization - all team work in one place
  • Transparency - see who's working on what
  • Control - track deadlines and priorities
  • Communication - discuss tasks in context
  • Efficiency - fewer "what to do?" questions, more results
  • Unified ecosystem - tasks linked to other PostTrack modules