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.

You can create tasks for any post from both the calendar and the content board and also from 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 and Content Board

From the calendar and the content board, when creating or editing a post, add the tasks to be performed related to that post. Also, you have the option on the calendar to create a new task by linking it to an existing post.

Creating or Editing Calendar or Content Board Posts

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

By clicking Add Task, the following form will open:

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.

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.

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.

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

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