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    How to Use Tasks in Marketing Calendar by CoSchedule

    Jan 13, 2023 · Leave a Comment

    CoSchedule Tasks helps keep your team on track and accountable to accomplish more and prevent jobs from slipping through the cracks.

    computer with workflow on the screen and text overlay "use coschedule tasks to organize your workflow"

    This post will detail how to create Tasks and a Task Template in CoSchedule to help organize your workflow and your team.

    What is CoSchedule?

    CoSchedule is an electronic marketing calendar that I use as a blog planner, social media scheduler and task organizer to help me stay focused on all of the moving parts involved in building my brands.

    They offer a Free Marketing Calendar option, which I highly recommend you try based on years of personal experience using CoSchedule daily.

    I started with a free trail and switched to the paid version within 3 days. And it has only gotten better.

    I pay annually which saves me some money, plus the link below is an affiliate link. If you follow it and decide you love CoSchedule and subscribe, I save a few bucks on my annual fee.

    Check Out the Marketing Calendar by CoSchedule

    NOTE: This article describes features from the paid version which may differ from those in the free version.

    How to Create a Stand Alone CoSchedule Task

    You can create a task without creating a project to go along with it.

    Click on "Create" : select "more options" : then select "task"

    screen shot of coschedule create task

    To complete task creation:

    • give your task a name
    • description
    • assign it to a team member
    • add a due date

    You can even make it a repeating task so you don't have to reenter the information repeatedly.

    screenshot of coschedule tasks

    Unfortunately, some of my tasks are biweekly, and there is no option for that. So, I duplicate the task over and over then change the date.

    How to Create Tasks for a Project

    When you have a CoSchedule Project, such as an email or a blog post, you can break down the project into individual steps with different due dates and assign them to different team members.

    Simply click on "Tasks" on the right side of the project screen then:

    • enter the task name,
    • schedule the due date
    • assign the team member
    screenshot of coschedule class creation

    If you perform the same tasks repeatedly you can create a task template and apply it every time you need it. I have templates for my two different blogs as well as email creation with different tasks in each.

    Select the three dots (ellipses, hamburger menu, shish kebab menu) and choose "task template"

    snapshot of coschedule screen

    You can create a new task, or select one you have already created.

    snapshot of coschedule screen

    When you create a task template you will be asked if you want to create based on when your project needs to be complete or when you want to start.

    screenshot coschedule task template creation

    Then you create each task by:

    • giving it a name,
    • establishing the due date (or start date)
    • assign it to a team member.

    Completing Tasks in CoSchedule

    Tasks will appear in the assigned team members To Do list and calendar view (if chosen), and they will receive emails with updates.

    As each task is completed it can be checked off.

    Check Out the Marketing Calendar by CoSchedule

    More CoSchedule Tips

    Here are more articles on how I use CoSchedule:

    • How to Schedule Emails Using CoSchedule
    • Use Colors to Organize Your CoSchedule Marketing Calendar
    • Use CoSchedule Calendar Views to Stay Focused
    • CoSchedule Requeue is My Not So Secret Blogging Weapon

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