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For agency owners · 2 min read

Recurring tasks and the Task Board

Set up daily and weekly checklists for your team, and see all operational work on one board.

Alongside the SEO pipeline, AgencyHub has a simple task system for operational work: daily Search Console checks, weekly rank reviews, review replies and so on.

Create a recurring template

  1. Open My Tasks and switch to the Templates tab.
  2. Click + Add Template.
  3. Enter a Title, Description, who to Assign To, and the Frequency (Daily, Weekly or One-Time). For weekly tasks choose the Day of Week and Due Time.
  4. Optionally pick a Client and add Checklist Items with + Add.
  5. Click Create Template.

Generate today’s tasks

Click ⚡ Generate Recurring in My Tasks (Team Tasks view). It creates today’s daily tasks and this weekday’s weekly tasks. Running it twice on the same day never creates duplicates.

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Team Tasks with Generate Recurring and Create Task buttons

The Task Board

The Task Board shows every task for the open workspace in five columns: To Do, In Progress, In Review, Done and Blocked, with checklist progress and the assignee. Filter by General, SEO or Google Ads.

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Task Board with To do, In progress, In review, Done and Blocked columns

Still stuck? Our team will walk you through it.

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