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Guide: Best Practice To Manage Your Tasks

This guide explains how to manage your tasks in the To-Dos section so you can stay on top of campaign activity, see what needs your attention, and keep your campaign moving.

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Written by Avid Admin
Updated this week

IN THIS GUIDE

  • What To-Do’s Are

  • Where To Find Your To-Do’s

  • How To Manage And Filter Your To-Do’s

What To-Do’s Are

To-Do’s are the action items assigned to you throughout your campaign. They highlight exactly what needs your attention and help you stay on track as your campaign progresses.

Each To-Do is linked to a specific step in the workflow, such as:

  • Completing or reviewing your campaign brief

  • Reviewing and approving content

  • Providing feedback to publishers

  • Uploading assets or supplying required materials

To-Do’s appear automatically as the campaign moves through different stages, so you always know:

  • What you need to do

  • Why it’s needed

  • When it’s due

They act as your task list for the campaign, helping you keep things moving without missing key steps or deadlines.

Where To Find Your To-Do’s

You can find your To-Do’s in the To-Do’s tab within your campaign as well as on your homepage. This is your main workspace for managing tasks that require your input.

In this section, you’ll be able to see:

  • What’s pending and needs your action

  • What’s overdue, which may impact timelines

  • What’s completed, so you can track progress

You’ll also be able to see your own To-Do’s, as well as publisher To-Do’s, giving you a full picture of who is responsible for what and how the campaign is progressing.

To-Do’s help keep your campaign on schedule. Staying on top of them ensures:

  • Reviews and approvals happen on time

  • Publishers aren’t blocked waiting for feedback

  • Live dates aren’t delayed

  • Everyone stays aligned on next steps

When To-Do’s are actioned promptly, your campaign stays on track from briefing, production to live.

How to Manage And Filter Your To-Do’s

Your To-Do list automatically prioritises what needs your attention. Incomplete and overdue tasks appear at the top, while completed tasks move to the bottom, helping you focus on the most time sensitive actions first.

Use filters to organise your tasks:

  • All – View every task in one place

  • Incomplete – See what still needs to be actioned

  • Completed – Review what’s already done

This makes it easy to stay organised and ensures you don’t miss any urgent or time-sensitive items.

Best practices for staying on track

  • Check your To-Do’s regularly from your homepage or inside the campaign

  • Prioritise overdue tasks first to avoid delays

  • Action reviews and approvals quickly to keep production moving

  • Use the Notice Board to flag any delays or questions

  • Provide clear, specific feedback to reduce back and forth

Need More Help?

Contact Support via the chatbot button located in the lower-right corner of your screen.

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