In this help article, learn how to create Chatmeter Workflow tasks manually and assign them to users in your account based on their responsibilities, with a priority and a due date associated with each.

Tasks and related rules can also be generated automatically when the account settings are configured. Tasks and rules that have been created previously are available for use when creating tasks manually. For details on how to use the Workflow settings to generate workflow tasks automatically, see configuration instructions, see Configuring Auto-generated Workflow Task in the Settings section of Chatmeter Support Center.

You can create tasks manually from the following places in LocationHQ:

• Reputation > Reviews—Adding a task to respond to a review
• Reputation > Images—Adding tasks to flag, respond to, or share an image
• Locations > Listings Summary, Listings Optimization, Missing Listings, and Duplicate Listings—Creating a task from the Locations page
• Social > Feed—Creating a task to respond to a Social post
• Home > Tasks > Create Task—Creating a custom task from the Task page

Adding a task to respond to a review

Follow these steps to add a task to respond to a review:

1. Login to your Chatmeter account in LocationHQ.
2. Go to Reputation > Reviews.
3. On the Reviews page, search for or select the review for which you want to create a task.
4. Select the tick icon to select a task you’d like to create. The dropdown is populated with any review tasks and rules (such as required approval) you have previously used. You can also simply select Select Task to create a new task.
   
   
5. In the Create New Task dialog, supply the information needed in the fields. If you have the necessary user credentials, you can draft a response or assign it to someone else. You can use Suggest to cycle through available suggested responses (see Using Chatmeter Suggested Response in the Reputation section of Help articles).
6. When you’re done, select Save. Now you can view, edit, or delete the task from the three-dot icon on the Tasks page.

Responding to reviews requiring approvals

Task Admin users can use the Advanced Filter on the Reviews page to find all the reviews with a response pending approval.

If a review response requires an approval, once the review response is submitted, Chatmeter automatically sends the Admin users a task to approve the response.

To respond to review response approval requests, Admin users can take the following actions:

• Accept and publish the response
• Edit and publish the response
• Reject the response
• Add a note about the response

Once the approval task is sent, the review response moves to a Pending Approval status in the task list. After the approval has been completed, the task is marked as Completed in the task list.

Adding tasks to flag, respond to, or share an image

Follow these steps to add a task to respond to a review:

1. Login to your Chatmeter account in LocationHQ.
2. Go to Reputation > Images.
   
   
3. Find the image you’d like to manage.
4. Select the tick to display the Tasks dialog.
   
5. Select the task you’d like to assign. Choices are:
   
   • Flag Photo—Report an inappropriate photo to the site it was posted on
   • Respond to Photo—Respond to the user who posted the photo (if permitted by the site)
   • Share Photo—Re-share a photo on one of your social media sites
     
     
6. After you select the task, select Create Task to open the Create New Task dialog.
7. In the dialog, fill out the necessary information to indicate status, priority, assignee, due date, and put any information needed in the Task Activity.
   
   
8. When you’re done, select Save. The task now appears in the Tasks page and is routed to the assignee through Notifications.

Creating a task from the Locations pages

You can create a new task on a listing from any of the following listings reports access from Locations in LocationsHQ:

• Listings Summary
• Listings Optimization
• Missing Listings
• Duplicate Listings

From Listings Summary

To create a new task on a listing from Locations > Listing Summary, follow these steps:

1. Login to your Chatmeter account in LocationHQ.
2. Go to Locations > Listings Summary.
3. On the Listings Summary page, scroll to the Discrepancies pane to select or search/filter for the listing for which you want to set up a task.
4. Select Tasks on the listing to display the Tasks dialog.
   
   
5. Select Add Task to display Create New Task.
   
6. In the dialog, fill out the necessary information to indicate status, priority, assignee, due date, and put any information needed in the Task Activity.
7. When you’re done, select Save. The task now appears in the Tasks page and is routed to the assignee through Notifications.

From Listings Optimization

To create a new task on a listing from Locations > Listings Optimization, follow these steps:

1. Login to your Chatmeter account in LocationHQ.
2. Go to Locations > Listings Optimization.
3. On the Listings Optimization page, in the Report pane, select the number in the Mismatched column for the provider for which you want to create a task. This results in display of the mismatched listings for that provider in a pane below the Report pane.
   
   
4. Find the listing for which you want to create a task.
5. Select Tasks on the listing to display the Tasks dialog.
   
6. Select Add Task to display Create New Task.
   
   
7. In the dialog, fill out the necessary information to indicate status, priority, assignee, due date, and put any information needed in the Task Activity.
8. When you’re done, select Save. The task now appears in the Tasks page and is routed to the assignee through Notifications.

From Missing Listings 

To create a new task on a listing from Locations > Missing Listings, follow these steps:

1. Login to your Chatmeter account in LocationHQ.
2. Go to Locations > Missing Listings.
3. On the Missing Listings page, in the Report pane, select the number in the No Listings Found column for the provider for which you want to create a task. This results display in a pane below the Missing Listing page’s Report pane.
   
   
4. Find the listing for which you want to create a task.
5. Select Tasks on the listing to display the Tasks dialog.
6. Select Add Task to display Create New Task.
7. In the dialog, fill out the necessary information to indicate status, priority, assignee, due date, and put any information needed in the Task Activity.
8. When you’re done, select Save. The task now appears in the Tasks page and is routed to the assignee through Notifications.

From Duplicate Listings

To create a new task on a listing from Locations > Duplicate Listings, follow these steps:

1. Login to your Chatmeter account in LocationHQ.
2. Go to Locations > Duplicate Listings.
3. On the Duplicate Listings page, in the Report pane, select the number in the Locations with Duplicates column for the provider for which you want to create a task. This results display in a pane below the Missing Listing page’s Report pane.
4. Find the listing for which you want to create a task.
5. Select Tasks on the listing to display the Tasks dialog.
   
   
6. Select Add Task to display Create New Task.
7. In the dialog, fill out the necessary information to indicate status, priority, assignee, due date, and put any information needed in the Task Activity.
8. When you’re done, select Save. The task now appears in the Tasks page and is routed to the assignee through Notifications.

Creating a task to respond to a Social post

Follow these steps to create a task to respond to a Social post:

1. Login to your Chatmeter account in LocationHQ.
2. Go to Social > Feed.
   
   
3. On the Feed page, find the post for which you want to create a response task.
4. Select it to display the Post Details page.
   
5. Select the Task tick icon to select a task you’d like to create. The dropdown is populated with any review tasks and rules you have previously used. You can also simply select Create Task to create a new task.
6. In the Create New Task dialog, supply the information needed in the fields. If you have the necessary user credentials, you can draft a response or assign it to someone else.
7. When you’re done, select Save. Now you can view, edit, or delete the task from the three-dot icon on the Tasks page.

Creating a custom task from the Task page

In some cases, such as some unusual and sensitive issues need a specific and rare point of escalation, you might need to create a custom task.

To create a custom task, follow these steps:

1. Login to your Chatmeter account in LocationHQ.
2. Go to Home > Tasks.
   
3. Select Create Task to display the Create New Task dialog.
   
4. Add a Task Name in the dialog, and fill out the necessary information to indicate status, priority, assignee, due date, and put any information needed in the Task Activity.
5. When you’re done, select Save. The task now appears in the Tasks page and is routed to the assignee through Notifications.