How it works
Every finding is one click away from being someone's job this week.
The context travels with the task, so nobody has to reconstruct it later.
1
Spot
A citation, prompt, alert, audit issue or diagnosis catches your eye.
2
Click
Add Task, from the screen you are already on.
3
Inherit
The source, the numbers and a what to do checklist come with it.
4
Assign
Set an owner, a priority and a due date.
5
Close
Track status, catch overdue work, keep the count honest.
A finding in. An owned, dated, context-rich piece of work out.
The hard part we solved
The easy version of a task manager is a text box. The honest version is context inheritance, and that is most of the engineering. When you create a task from a lost citation, the task has to know which prompt, which engine, which source, what the number was before, and what a reasonable person should do next. That means every surface in the platform has to be able to describe itself in a form a writer who has never opened the dashboard can act on. We built that description layer once, per object type, so a task created from an AEO Audit issue reads completely differently from one created from a competitor alert, and both read like instructions rather than notes.
The second hard part is duplication. Visibility data is noisy by nature, and the same underlying problem surfaces in several places: a prompt you are losing, a page that fails the audit, and a recommendation card can all be the same job. Left alone, that produces three tickets and a backlog nobody believes. So tasks are de-duplicated automatically against what already exists, which keeps the queue small enough that a lean team still trusts it in month six.