Task management

Tasks

A task is a defined unit of work assigned to a specific person or team, aimed at completing a particular action, such as campaign optimization, metrics analysis, or implementing changes in the settings of an advertising account.

Automatic task creation is based on processes and workflows that monitor data and events within your ad account. When the system detects a situation that meets predefined conditions, it automatically generates a task to be completed. These tasks are useful for routine monitoring—for example, tracking changes in campaign metrics, surfacing budget optimization recommendations, or detecting technical issues (e.g., 404 errors).

Types of automatic tasks:

• Process-triggered - once a process is started, the system creates an automatic task when an event is detected.
  
• Workflow-triggered -once a workflow is started, the system creates an automatic task when an event is detected.
  
• Summary-triggered - after a summary report is defined, the system periodically creates a task to review and approve the generated report.

Additionally, each automatic task includes suggested actions to take practical recommendations on what to do in response to the detected event.

Manual task creation is a traditional method of organizing work, where the user manually defines each task. Manual tasks are suitable for situations requiring a personalized approach or addressing unique problems not covered by automated processes, such as creating blog content.

The Job section is AI-powered and generates a structured workflow based on the information available in a task. The system creates a job a step-by-step plan that outlines the actions a marketer should take to complete the task and then uses this workflow as a prompt, enabling Marketer AI to provide concrete suggestions and actionable recommendations. This option is available for both manual and automated tasks.

When you proceed with a generated job by clicking the Continue job button, the system redirects you to Marketer AI, where a proposed solution for the task is prepared.