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