Workflow and team

The workflow board

A four-column board turns priorities into tasks with due date, priority and status, ready for the weekly review.

How it works

Tasks are organized in four columns: To do, In progress, Review, Done. You move them by dragging or with "Move forward/back"; when they reach Done the completion date is recorded. Cards are sorted by priority (urgent first) and then by due date.

What a task contains

Each task has:

• Site, title and description.
• Workflow type: Technical audit, Content plan, Competitor, Trend, Backlink, Review.
• Status and priority (Low, Medium, High, Urgent).
• Due date.

The standard cycle

With "Create workflow for site" the platform generates 6 tasks (skipping those already open), with due dates spread across the week:

• Check technical audit (high priority, +1 day).
• Prepare content plan (+3 days).
• Analyze competitor gaps (+4).
• Validate search trends (+5).
• Review backlink opportunities (+6).
• Prepare weekly review (+7).

Why it matters

Repeating the same cycle every week makes the work predictable and, for agencies, sellable as an ongoing service. The board is included in the Business and Agency plans and tasks are shared with the workspace team.