Action Board

Use the Action Board to organise work, assign tasks and follow progress from To do through In progress to Done. It brings manually created tasks and saved recommendations into one place, with the context needed to understand what to do and why.

Open the board

Open Action Board and select the workspace you want to work in. The board shows tasks for projects you can access in that workspace. Use the project filter to focus on one project.

Switching workspace reloads the available tasks, projects, assignees and tags and clears the active task filters. It does not move or delete your saved tasks.

Find your way around

Active board has three columns:

The number beside each column heading reflects the tasks visible with your current filters. Archived opens a separate list of tasks removed from the active board but retained for reference.

Cards show the title and, where available, a task preview, page or location, due date, priority, tags and project. Open a card to read the full task. The Analysis section identifies the source and available context, such as a keyword, persona, conversation, date range, device or audience. Not every task has every detail.

Find tasks with filters

Filters combine: selecting a project and Immediate shows tasks that match both choices.

Due this week uses a rolling seven-day window, rather than a calendar week. Date filtering compares due dates with the current time, so a task due today can appear under Overdue.

Priority labels help you organise work; they do not set a deadline or guarantee an impact. Use Due date for an agreed delivery date.

If a column says No matching tasks, select Clear filters to see the active tasks again. In Archived, use the project and search filters, and choose Recently archived or Oldest archived. Assignee, priority, due-date and tag filters are not available in that view.

Create a task

1. In Active board, select the + button beside the column where the task should start.
2. Enter a Title and select a Project. Both are required; the board's project filter does not prefill the task's project.
3. Add the task information using the fields below.
4. Set Status, Priority, Due date, Assigned to and Tags as needed. The starting status matches the column where you selected +.
5. Select Create task.

The saved task appears in its status column. Existing filters can hide it if it does not match them.

Leave Page and Location blank if the task is not about one page. Use these fields to show the person doing the work where the change is needed.

Choose a project before assigning the task. Assigned to lists people with access to that project. Leave it unassigned if responsibility has not been agreed. Changing an editable Project clears the assignee, so choose again before saving.

Read and edit saved tasks

1. Open a card and read Task details, Context, Where and Why, where present.
2. Select Edit task to change the task's text or properties.
3. Make your changes and select Save changes.

You can also change Status while reading an active task, then select Save changes. Closing the window or selecting Cancel does not save unsaved form changes. Ctrl + Enter, or Cmd + Enter on a Mac, activates the visible save button.

Tasks saved from analyses can include supporting evidence beneath Why. Editing your task instructions does not mean the original analysis has been rerun or its evidence refreshed.

Why some fields are locked

For tasks created manually or through Ask Wheremore, Page and Location can be edited. For tasks tied to a source analysis, Where and Project are set by that analysis and cannot be changed on the board. This keeps the task linked to the scope of the original evidence.

The contents of Where depend on the source. It may identify a page, a saved draft, a content item, several relevant locations or a wider analysis scope. A task without a page is not necessarily incomplete.

Move work forward

Drag a card to In progress when work starts and to Done when it is complete. Moving between columns saves the status without a separate save button. If dragging is inconvenient or unavailable, open the task, change Status and select Save changes.

Done records that the work is complete. A completed task remains on the active board unless it is archived or deleted.

Move a task back to To do or In progress if more work is needed.

Tasks marked This is a parent task represent planning work. Review their proposed child tasks before treating the parent as finished work.

Manage tags

Tags group related tasks across the projects available in your workspace. For example, you could use tags for a campaign or a type of work, then select them in the board's tag filter.

Select Manage tags from the board or task editor to open the tag panel. Total tags counts the available tags; Unused counts tags with no recorded usage in this view. The panel is not narrowed by the board's project, status or search filters.

The usage number beside a tag is labelled as tasks, but it can include archived tasks and uses in buyer configurations as well as active tasks. It may therefore be higher than the number of cards you can see. Do not treat it as an active-task count.

Create and apply a tag

1. Open Manage tags in the correct workspace.
2. Enter a name in New tag name… and select Add, or press Enter.
3. Open the task you want to label and select Edit task.
4. Choose the new tag in Tags, then select Save changes.

Adding a tag in the panel creates it for selection; it does not automatically apply it to the open task. You can also create one while editing a task: type a name in Tags, select Create tag: followed by that name, and save the task. A task can have several tags.

Use short, descriptive names. The panel accepts names up to 50 characters, although names containing accented characters or symbols may reach the limit sooner. When adding or renaming a tag in the panel, a name already used by an accessible tag in the same workspace is rejected even if its capitalisation differs. Select the existing tag or use a different name.

Rename a tag

1. In Manage tags, select the pencil icon beside a tag you own.
2. Enter the new name.
3. Select Save, or press Enter.

Renaming changes the shared tag label wherever that tag is used; you do not need to reapply it to each task. If an already displayed card still shows the old name, reload the board after saving any task edits.

Tags owned by another person display Shared instead of rename and delete controls. You can apply these tags to tasks, but only their creator can rename or delete them.

Remove a label or delete the tag

To remove a tag from just one task, open Edit task, deselect it in Tags and select Save changes. The tag remains available for other work.

To delete the tag itself:

1. Open Manage tags and select the delete icon beside a tag you own.
2. Read the confirmation and usage count.
3. Select Delete to confirm, or Cancel to keep the tag.

Deleting a used tag removes its associations from tasks and buyer configurations, including uses outside the currently filtered board. It does not delete the tasks or configurations themselves. There is no tag-restore action; recreating the name does not restore its former assignments.

If deletion reports that the tag is still used, reopen Manage tags to refresh its usage. If the error persists, keep the tag and ask for help rather than assuming Unused means it has no associations anywhere.

Review Board hygiene

Select Board hygiene to review suggestions for tidying the board. This is a read-only scan: opening it does not edit, merge, archive or delete tasks, and does not validate whether a recommended website change has happened.

Select a task row or a task within an overlap group to open it. Make any changes in the task itself.

The button count combines excluded tasks, junk titles and possible-overlap groups. It does not include Heavy pages, and it is not a count of unique tasks. The scan loads with the page, refreshes when opened, and refreshes after relevant board changes and workspace changes. Board filters do not narrow the scan to the currently visible cards.

Start content from an eligible task

Some content-creation opportunities from AI Visibility analyses include Turn this into content and a Suggested format. This route is available for eligible conversation opportunities and eligible single-content-item opportunities from segment or cross-persona analyses, when you can access the source project.

The button reflects the saved preparation state:

• Create content starts setup for an opportunity without linked content.
• Continue setup returns to an opportunity awaiting its outline setup.
• Open content opens the linked content once a content record exists, including while preparation is underway.

To start:

1. Select Create content or Continue setup.
2. In Prepare content, confirm Destination project and Working topic. The working topic is a planning title; the outline creates the reader-facing title.
3. Select Content type and a Cluster. A topic, destination project and cluster are required.
4. Review Search intent and Journey stage. Optionally choose a Target keyword and add Additional information, such as facts or constraints the content should use.
5. Select Prepare draft and wait for Content preparation has started.

After that confirmation, you can close the window or leave the page while preparation continues in the background. Return through Open content on the task. A linked record is not confirmation that the draft is finished or published.

If setup fails, read the message and use Try again after correcting the problem. If Create content is absent, the task may not be an eligible content opportunity; the action is also unavailable on archived tasks.

See the Content Bank, Content Outlines and Content Drafting guides for organising and reviewing the resulting content.

Archive, restore or delete a task

Keep a task for reference

Open an active task and select Archive from its reading view. The task leaves Active board and appears in Archived, where its details are read-only. Archiving keeps the task and its saved evidence.

Open an archived task to see its archive date, previous status and archive reason. Select Restore to To do, Restore to In progress or Restore to Done, as shown for that task, to return it to its previous column. You can also restore from the archived list. Restore a task before editing it.

Remove a task permanently

For an active task, select Edit task, then Delete task and confirm. For an archived task, use Delete permanently in its details, or the delete control in the archived list and confirm.

Deletion removes the task and its tag associations. It cannot be undone through Restore. Use Archive when you want to retain the record.

If something does not look right

For creating and managing tasks through an integration, see the Action Board API guide.