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Wonderful

    Tasks & Projects

    Learn how to create, manage, and organize tasks and projects.

    On This Page

    Tasks are the fundamental unit of work in Wonderful. Each task represents a creative initiative—whether it's a single ad, a campaign, or a content piece—and moves through your workflow from concept to completion.

    Task Structure

    Core Task Properties

    Every task includes:

    • Name - The task title (e.g., "Summer Sale Campaign")
    • Description - Text-based overview
    • Rich Content - Structured content using Plate editor (stored as JSON)
    • Brief - Separate rich text brief with requirements and context
    • Assigned To - Team member responsible for the task
    • Due Date - Optional deadline for completion
    • Phase - Current position in your workflow
    • Task Number - Auto-incrementing ID for reference

    Task Organization

    Hierarchy:

    • Tasks belong to a Team (e.g., Marketing, Creative)
    • Teams belong to a Workspace (your organization)
    • Tasks can optionally link to Products and Landing Pages for context

    Relationships:

    • Tasks contain Assets (images, videos)
    • Tasks contain Documents (briefs, copy docs)
    • Tasks have Comments (threaded discussions)
    • Tasks generate Events (audit trail)
    • Tasks can create Meta Ads (final output)

    Task Phases

    Phase System

    Phases organize your workflow into stages. Each phase has:

    • Name - Display name (e.g., "Creative Draft")
    • Slug - URL-friendly identifier
    • Macro Grouping - High-level category (backlog, brief, creative, ads, completed, canceled)
    • Order - Position within its macro group

    Default Macro Groupings

    Tasks typically flow through these macro groups:

    • Backlog - Ideas and future work
    • Brief - Planning and requirements phase
    • Creative - Asset creation and production
    • Ads - Launch preparation and execution
    • Completed - Successfully launched
    • Canceled - Discontinued initiatives

    Customizable Phases

    Within each macro group, teams can create custom phases:

    Example Creative Macro Phases:

    • "Creative Draft" - Initial concepts
    • "Creative Review" - Internal feedback
    • "Creative Final" - Approved and ready

    Benefits:

    • Match your team's actual workflow
    • Clear handoff points between stages
    • Automatic phase-based filtering in views
    • Phase-triggered automations

    Task Creation & Management

    Creating Tasks

    Create tasks from:

    • Team homepage - Quick add from any kanban column
    • Task list view - Inline creation
    • Direct navigation - Via "+" button in navigation

    Default Phase Assignment:

    • New tasks typically start in the first phase of the "Brief" macro group
    • Order is automatically calculated based on existing tasks
    • Phase can be changed immediately after creation

    Task Assignment

    Assign tasks to team members via:

    • Dropdown selector showing team members
    • Click assignee avatar to change
    • Assignment triggers notifications via Novu
    • Unassigned tasks show as available to anyone

    Due Dates

    Set optional due dates for deadline tracking:

    • Click date selector on task card or detail view
    • Visual indicators show overdue tasks
    • Tasks can be sorted by due date in list view

    Kanban Board View

    Column Structure

    Each phase becomes a column in the kanban board:

    • Default View - Shows Brief, Creative, and Ads macro groups
    • Customizable - Choose which phases to display
    • Drag & Drop - Move tasks between phases by dragging
    • Visual Hierarchy - Tasks ordered within each phase
    • Quick Actions - Assign, set due date, open task directly from card

    Task Cards

    Each kanban card displays:

    • Task name
    • Assigned team member (avatar and name)
    • Due date (if set)
    • Visual indicators for overdue or urgent items

    Moving Tasks

    Drag tasks between phases to progress work:

    • Click and hold task card
    • Drag to target phase column
    • Drop in desired position
    • Order automatically recalculated
    • Phase change event recorded
    • Notifications triggered for configured automations

    List View

    Flexible Grouping

    View tasks grouped by:

    • Phase - See all tasks in each workflow stage
    • Assigned To - View by team member responsibility
    • None - Flat list of all tasks

    Sorting Options

    Sort tasks by:

    • Manual - Custom drag-to-reorder
    • Due Date - Chronological by deadline
    • Assigned To - Alphabetical by assignee
    • Phase - By workflow position

    Filtering

    Filter the task list by:

    • Assignees - Show tasks for specific team members or unassigned
    • Phases - Display only tasks in selected phases
    • Combine filters - Stack multiple filters for precise views

    Task Assets & Documents

    Asset Management

    Tasks serve as containers for creative assets:

    • Multi-source - Upload directly or sync from Figma, Frame, Google Drive
    • Auto-grouping - Assets automatically grouped by aspect ratio and filename
    • Versions - Track asset iterations with automatic version detection
    • Status tracking - Mark assets as in progress, ready, or needs revision
    • Board organization - Organize assets within board structures for complex projects

    Document Integration

    Tasks can contain rich text documents:

    • Multiple documents - Create docs for briefs, copy, notes
    • Version history - Every edit creates a new version
    • Collaborative editing - Plate rich text editor with formatting
    • Linked to task - Documents maintain context within their task

    Project-Level Organization

    Using Products & Landing Pages

    Link tasks to higher-level projects:

    • Products - Represent major offerings or campaigns
    • Landing Pages - Specific web properties or destinations
    • Filtering - Filter task views by product or landing page
    • Context - Automatically surface relevant assets and settings

    Views & Saved Filters

    Save custom views for recurring workflows:

    • Name your view (e.g., "My Urgent Tasks")
    • Includes display type, grouping, sorting, and filters
    • Quick access from view dropdown
    • Team members can share views

    Task Details Page

    Comprehensive Task View

    The task detail page provides full context:

    • Header - Name, assignee, due date, phase selector
    • Tabs - Assets, Ads, Activity, Info
    • Sidebar - Comments, version history, metadata
    • Actions - Create ads, export, archive

    Activity Feed

    Every task maintains an event log showing:

    • Who created the task and when
    • Phase changes with old and new phases
    • Assignment changes
    • Asset uploads with details
    • Comments created
    • All timestamped with user attribution