Work as a team with Task Management

In every company or agency, social media management is always a team effort. In Vista Social, teamwork is super easy and takes the stress off of assigning work elsewhere! You can delegate work to another team member by assigning it as a task. 

This article discusses task management in Vista Social and how to take advantage of this useful feature when you are working as a team.

🕹️ Interactive guide

Check out the interactive demo below for steps, or scroll down for our written guide.

Creating tasks for your team

1. Go to Tasks and select New Task in the top right corner. 

2. The Create a Task window opens. Under Select user, click the dropdown to select the user that you want to assign the job.

3. Next, select a category.

• General task - allows you to get creative with managing your team's goals. Whether you want them to create a post for a specific day or to send a report by the end of the month, the power is in your hands!
• Sales lead - examples are messages from a potential lead or someone requesting a product demo.
• Support issues - examples are technical issues and billing concerns.

4. Add your message in the Notes field so that the user you are assigning it to will get some context as to what the task is about. Tick the Priority box if the task needs to be handled as soon as possible. 

5. Click Create a task to finish, and you are all set!

Creating tasks from inbox engagement 

Sometimes you will come across an important message in your inbox that might be better suited for someone else on your team. You can also create tasks within the inbox to assign these messages to a team member. 

1. Click on the pin icon next to the message you want to assign a user to or click on the three dots and click Create a task.

2. Assign the task to a team member in the task creation window

3. Next, select a category.

• General tasks - these allow you to set tasks to comments or messages that require simple replies from a thank you to more personalized responses! The power is in your hands. 
• Sales lead - examples are messages from a potential lead or someone requesting a product demo.
• Support issues - examples are technical issues and billing concerns.

4. Add your message in the Notes field so that the user you are assigning it to will get some context as to what the task is about. Tick the Priority box if the task needs to be handled as soon as possible.

5. Click Create a task to finish and you are all set! 

Where to locate my tasks

1. Under My Open Tasks, click on the task item to view its contents. 

2. Under Task activity, you will find the comment left by the user who assigned the task to you. You can respond to it by typing in the field provided and clicking the Send icon. 

3. On the right-hand part of the screen, you have the option to change the task type, remove the high-priority status, or reassign the task to another user.

4. Once the task is complete you can close the task by ticking the Close task checkbox on the lower right-hand part of the screen and hit Save.

Who can work on tasks?

Users can only work on tasks if they have been granted permission and assigned one. If you’d prefer not to make this feature available, you can restrict access by adjusting user permissions. You can read more about managing team permissions here.

To view all tasks that you have access to, go to Tasks → All tasks:

Task performance report

The task performance report shows the number of assigned and completed tasks during the selected period, as well as the average first touch and average task time for each task owner.

1. To generate a task performance report, go to Reports → Run Report → Tasks performance.

2. Specify the date range in the top right corner, and the data will populate as shown below. You also have the option to download the report into a PDF file.

Sample Task Performance Report

Frequently Asked Questions 

Q: What are tasks in Vista Social used for?
A: Tasks help you assign, track, and manage work within your team, such as responding to messages, handling support issues, or following up on sales leads.

Q: Can I create tasks directly from the Inbox?
A: Yes. You can create a task from any message by clicking the pin icon or the three dots and selecting Create a task, then assigning it to a teammate. 

Q: How do I view and manage my tasks?
A: Go to the Tasks section to see your assigned tasks. You can view details, add comments, change priority, reassign tasks, or mark them as complete.