MediaOS Tasks allow you to efficiently assign responsibilities to yourself or other team members, ensuring clear accountability and organization. By designating tasks within the platform, you can improve collaboration, track progress, and enhance productivity across key areas. This feature helps prevent miscommunication, keeps projects on schedule, and ensures that important duties are completed on time.
Tasks in MediaOS are used in order to assign duties to either yourself or other users in the following areas:
- Accounts.
- Agencies.
- Contacts.
- Deals.
- Contracts.
- Line Items.
- Ad Requests.
- Flat Plan.
- Content.
- Invoices.
- Payments.
When building a task, you are able to assign:
- Tasks.
- Due Date.
- Projects.
You can also check the assignment's status and keep track of project completion. Keep in mind, you can tag other users using the @ Sign.
Tip: To be as organized and efficient as possible, you can also use notes and sub-tasks.
What is the difference between a task and a follow-up? #
Follow-ups are only used at the account level, tasks can be used in all of the above areas. Follow-ups are good for quick reminders for sales representatives to contact accounts - tasks are used for more in-depth assignments.
What are Projects? #
Projects are collection of tasks. Using projects allows you to compile tasks and segment them using dependencies.
