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Wonderful

    Tasks & Projects

    Tasks are the core unit of work in Wonderful. Learn how to create tasks, manage phases, organize assets and documents, and use kanban and list views.

    On This Page

    A task in Wonderful represents one creative initiative — a single ad, a campaign batch, a content piece, or anything else your team produces. Everything related to that initiative lives on the task: the brief, the assets, the team discussion, the ad configuration, and the full history.

    What's in a Task

    Every task has the following:

    FieldDescription
    NameThe task title — e.g., "Summer Sale Hero Video"
    BriefRich text description of what needs to be made, why, and for whom
    AssigneeThe team member responsible for driving it to completion
    Due DateOptional deadline
    PhaseCurrent stage in the workflow
    AssetsCreative files attached to the task
    DocumentsBriefs, copy docs, notes in rich text format
    CommentsThreaded discussions linked to assets
    Activity LogAutomatic audit trail of every change
    Task NumberAuto-incrementing ID for easy reference

    Phases: How Work Progresses

    Phases define where a task is in your workflow. Think of them as columns on a kanban board.

    Macro Groups

    Phases are organized into macro groups — high-level buckets that control filtering and automation:

    Macro GroupMeaning
    BacklogIdeas and future work, not yet started
    BriefPlanning, requirements, creative brief writing
    CreativeAsset production and iteration
    AdsFinal review, ad configuration, and launch preparation
    CompletedSuccessfully launched
    CanceledDiscontinued, archived

    Custom Phases Within Each Group

    Within each macro group, you can create custom phases that match your team's actual process. For example, in the Creative macro group:

    • "Creative Draft" — initial concepts
    • "Creative Review" — internal feedback round
    • "Creative Final" — approved and ready for launch

    The kanban board shows one column per phase. Tasks flow left to right.


    Creating a Task

    Tasks can be created from several places:

    • Kanban board — Click + at the top of any phase column
    • List view — Click New Task or use inline creation
    • Quick add — Click + in the sidebar navigation

    When creating a task:

    1. Enter a name
    2. Select which phase to start in (defaults to the first Brief phase)
    3. Optionally assign a team member and set a due date

    The task opens immediately so you can write the brief, add assets, or add more details.


    Kanban Board View

    The kanban board gives your team a visual overview of all work in progress.

    Navigating the Board

    • Each column is a phase in your workflow
    • Task cards show the name, assignee avatar, due date, and status indicators
    • Overdue tasks are visually highlighted

    Moving Tasks

    Drag a card to a new column to advance it through the workflow. Every move:

    • Updates the task's phase
    • Records a phase-change event in the activity log
    • Triggers any automations you've configured (e.g., "Notify Slack when task enters Creative Review")

    Filtering the Board

    Filter which phases are visible using the macro group filter at the top. Common view:

    • Default: Brief + Creative + Ads
    • Custom: Show only phases relevant to your current focus

    List View

    The list view shows tasks in a flat or grouped table format — useful for tracking deadlines, reviewing all work by assignee, or getting an overview of a large backlog.

    Grouping Options

    Group byUse when
    PhaseSee all tasks in each workflow stage
    AssigneeReview workload per team member
    NoneFlat list, sorted by your chosen field

    Sorting

    Sort by: Manual (drag to reorder), Due Date, Assignee, or Phase.

    Filtering

    Filter by assignee, phase, or any combination. Filters are stackable. Save a filter combination as a named View (e.g., "My Overdue Tasks") for quick access.


    Assets on a Task

    Tasks are containers for creative assets — the images, videos, and files your team produces.

    Uploading Assets

    • Drag and drop files directly onto the task's Assets tab
    • Paste a link from Figma, Frame.io, or Google Drive — Wonderful fetches and stores the file automatically
    • Upload from your computer via the upload button

    Asset Groups

    Wonderful automatically groups assets by filename similarity and aspect ratio. This matters for ad creative:

    • A 1:1, 9:16, and 16:9 version of the same creative are grouped together
    • The group is treated as a single "creative unit" when configuring Meta ads
    • Wonderful matches each format to the correct Meta placement automatically

    Asset Versioning

    Upload a new file over an existing asset to create a new version. All comments and history stay attached. You can navigate between versions in the review view.


    Documents on a Task

    Tasks can contain one or more documents — rich text files for briefs, copy drafts, notes, or anything else that needs to be written.

    • Uses the Plate rich text editor — supports headings, lists, tables, links, embeds
    • Every edit creates a new document version automatically
    • Documents stay linked to the task, so context is never lost

    Task Detail Tabs

    The task detail page has several tabs:

    TabContents
    AssetsAll creative files attached to this task
    AdsMeta ad configuration and launch status
    ActivityComplete event log — who did what and when
    InfoTask metadata, linked products, landing pages

    Brief Templates

    Save any document as a reusable template at the space level, so your team starts every task from a consistent structure rather than a blank page.

    Creating a template:

    1. Write a brief or document in any task (e.g., a UGC brief, a paid social brief, a video script outline)
    2. Click the document's menu → Save as Template
    3. Give the template a name (e.g., "UGC Brief — Standard", "Paid Social Brief")
    4. The template is saved to the space and available to all space members

    Using a template:

    1. Create a new task or open an existing one
    2. On the Brief or Documents tab, click + New Document → From Template
    3. Select the template — it pre-fills the document structure
    4. Fill in campaign-specific details

    Templates save time on every new brief and keep brief quality consistent across your team.


    Collecting Assets from Creators

    When working with external creators, UGC producers, or freelancers, you can give them a Collect link — a board that lets them upload files directly without needing a Wonderful account or login.

    Setting up a Collect link:

    1. Create a board inside the task's Assets section (or use an existing board)
    2. Set the board's privacy to Collect (allows public uploads)
    3. Copy the board link and share it with the creator
    4. Optionally attach a brief document to the board so the creator sees their instructions

    Creators open the link, see the brief, and drop their files directly into the board. Files appear in the task immediately — no email attachments, no transfer links.


    Linking Tasks to Products and Landing Pages

    Tasks can be linked to Products and Landing Pages defined in your Brand Hub. This provides context for:

    • AI content generation (Nova AI knows which product the ad is about)
    • Filtering task views by product
    • Connecting ad campaigns to specific landing pages

    Frequently Asked Questions

    How many tasks can I have?

    There's no limit on the number of tasks per workspace or team.

    Can I assign a task to multiple people?

    Tasks have a single primary assignee. For multi-person work, use comments to coordinate and subscriptions to keep others notified.

    Can I reorder tasks within a phase?

    Yes. Drag tasks up or down within a column on the kanban board to set priority order. The order is preserved and saved automatically.

    What's the difference between a task and a board?

    A task is a unit of work with a workflow phase, assignee, and brief. A board is a visual container for organizing assets — boards can exist within tasks or independently in the Asset Library. One task often has one or more boards for organizing complex creative sets.

    Can I duplicate a task?

    Yes. Open a task and use the Duplicate action in the task menu. This copies the task structure (name, brief, phase) but not the assets.

    Can I link tasks together?

    Not directly — there's no formal dependency or blocker relationship between tasks yet. The best workaround is referencing related task names or numbers in the brief or comments. Task linking is on the roadmap.

    Does Wonderful have subtasks?

    Not in a traditional sense. Complex work is typically organized by using multiple tasks or by using boards within a task to group different creative directions. Custom phases also let you break a task into logical stages.

    How do I archive completed tasks?

    Move tasks to the Completed or Canceled macro group. Completed tasks are hidden from active views by default but remain searchable and accessible.