Manage tasks and AI coaching

Where tasks come from

Open Tasks to see action items created from workspace setup, SEO audits, AEO visibility reports, and keyword work. Use Refresh from reports after completing a new report when you want to update the list.

Filter the work

Use category filters to focus on setup, SEO Audit, AEO Visibility, or Keywords. Status filters separate open, snoozed, completed, and all tasks.

Prioritize deliberately

Start with high-priority blockers and factual errors, then work through improvements that depend on them. Keep the active list small enough to complete rather than opening every recommendation at once.

Use AI coaching

Open a task and choose the coaching option for tailored implementation guidance. Review the advice against your site, business facts, policies, and technical constraints before applying it. Coaching is assistance, not an automatic production change.

Snooze or dismiss responsibly

Snooze valid work when timing or dependencies make it premature. Dismiss a task when it is not applicable, duplicates another action, or conflicts with an intentional control.

Mark work complete

Verify the change on the live page, profile, or workflow before marking it done. Future report refreshes can use completed work as context, but discovery systems may take time to reflect the change.

If tasks do not refresh

Confirm the related report completed successfully, refresh the page once, and check the active workspace. If the problem continues, contact support with the report type, approximate completion time, and workspace name.