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How do I create an editorial task of a post?

Post’s editorial tasks are extremely helpful for monitoring and tracking all the activities that you and your team have to carry out the writing and promotion of posts.

Editorial Task List
Screenshot of the editorial task box. It contains a list with all the tasks (completed, pending, and overdue) that are related to the current post.

You can create tasks for any post from both the calendar and the post editor. Also, instead of creating tasks manually, one by one, for each new post, which can be cumbersome, you can create grouped task presets to reuse when creating or editing posts.

From the Calendar

From the calendar you have two options, either create a new task by linking it to an existing post, or, when creating or editing a calendar post, add the tasks to be performed related to that post.

Creating or Editing Calendar Posts

When you create a new post or edit an existing post in the calendar, and click on View Details you can specify the tasks should be perform to publish and promote that post.

Tasks details in the new post dialog
Dialog for creating new posts, within Nelio’s Editorial Calendar context showing the tasks details.

By clicking Add Task, the following form will open:

New editorial task when editing a post
Screenshot of the dialog for creating new editorial tasks. Just describe the task, assign it to someone, and set its due date.

which will allow you to create the new task. These are the fields it includes:

  1. Task. The first field contains a description of the task to be completed, such as “Translate post to Spanish” or “Check and fix typos”.
  2. Assignee. The WordPress user that’s responsible of completing the task. You can obviously be the assignee of a task.
  3. Due Date. The date in which the task must be completed. No one’s stopping you or anyone from completing tasks before their due dates. It’s not even mandatory to complete them at all, as you can see in the previous screenshot, where the task “Look for references related to the topic” is overdue. Tasks are here to help, not to get in your way.
  4. Colour spot. You also have the option of marking the type of task with a colour spot for easy viewing on the calendar.

Once all fields are filled, click on Save to create the task.

Create a New Task in the Calendar and link it to a post

When you create a new task directly in the calendar you also have the option to link it to a post. Follow the same steps of creating a general task and simply click on Select related post… and choose the post to link it.

New Task Dialog
Screenshot of the dialog for creating new editorial tasks. Just describe the task, assign it to someone, and set its due date.

From the Post Editor

To create a new editorial task while editing a post, click on the Add Task button on the Editorial Tasks section of the editor’s sidebar.

Nelio Content tools sidebar
In the Nelio Content toolbar, you can add a task to the post you are writing.

This will open the same form to create a task described above.

By loading task presets

Task Presets allows you to create the tasks you need once and group them in a task preset you can then reuse when creating/editing posts.

You can click the link Create reusable task presets now shown above on the create a post form dialog shown above or directly go the Nelio Content » Settings » Task Presets to create a group of task presets as described here.

Once you have tasks presets, click on the Load Task to see them.

Create task to a post having task presets
Create task to a post having task presets.

Select the task group (or groups) you want to be added to your post.

Post with a group of task presets added
Post with a group of task presets added.

The Nelio Content calendar will display your post and all its related tasks.

Nelio Content calendar including a post and a group of task preset
Nelio Content calendar including a post and a group of task preset.