Opportunities to tasks turns the open points on the Optimizations tab into concrete task suggestions. You pick the ones you want and add them to the Tasks board in one go.
1. Where the suggestions come from
The AI reads the current optimizations of the business, both opportunities and points that need attention. Points you already ticked off on the Optimizations tab are skipped. See Optimizations.
From these, the AI writes up to 6 task suggestions. Each suggestion has:
- a short, action-oriented title;
- a description of one or two sentences with the reason behind it;
- a priority: High, Normal or Low.
Overlapping points are merged into one task. Points that need no action are left out.
2. Get task suggestions
- Open the Actions tab of a business and click Opportunities to tasks.
- Click Suggest tasks. This costs 1 credit, only when there are open optimizations. See Credits.
- Wait until the suggestions appear. All suggestions are checked by default.
Not happy with the result? Click Suggest again for a new set. This costs 1 credit again.
3. Add them to the Tasks board
- Uncheck the suggestions you do not want.
- Click Add to the task board.
- Click View the task board in the confirmation to open Tasks.
- The tasks are added to the project SEO on the Tasks board. If the business has no SEO project yet, it is created. The priority of the suggestion becomes the priority of the task. Adding tasks costs no credits.
4. Messages you may see
- Check at least one suggestion.: you clicked Add to the task board with nothing checked.
- There are no open optimizations to turn into tasks right now.: the Optimizations tab has no open points for this business.
- You are out of analysis credits. Top up your balance in Settings.: top up your credits first.
5. Good to know
- Client users can use this action only when the agency has turned on Client may run actions for their business in Manage.
- The tasks work like any other task. See Tasks.