Tasks can be assigned to a user, and scheduled on your calendars:
Here’s a quick video overview of how they work:
How Suggested Tasks Work
Often, the task list for a new post or project is similar to what you’ve used in the past (for example, ‘Write blog post’, ‘Shoot Photos’, ‘Copyedit’). To save time, InfluenceKit will suggest tasks when possible, drawing on campaigns you’ve already created.
InfluenceKit uses the selected category for your new campaign to determine which tasks to suggest adding.
Here’s an example:
Last week, you created a campaign with the ‘SEO optimization’ category, and added three tasks: ‘Do keyword research’, ‘Update post headings’, and ‘Republish social media’
This week, if you create a new campaign, and select the same category (SEO Optimization), InfluenceKit will suggest the same three tasks, and let you add them quickly.
InfluenceKit always looks for the most recent previous campaign in the same category, and uses its tasks as the suggestions for the new campaign.
To use the suggested tasks, just click ‘Yes’ when prompted, as below:
Duplicating Campaign Tasks
Another quick way to re-use tasks from an existing campaign is to simply duplicate that campaign. To copy a campaign, go to the calendar view, hold down the option (or alt) key, and then drag the campaign to a new space on the calendar. When you release it, a new copy is created on that date, including its details and tasks.
If you want even more control, open a campaign and use its templates menu to choose Make template. From then on you can start new campaigns from Manage Templates, with that campaign’s tasks and deliverables already in place.