Dashboard

Task Management

Keep track of everything you need to do with a simple, author-focused task manager. Link tasks to books, set priorities, and never miss a deadline.

What is Task Management?

The Task Manager is a simple to-do list designed for authors. Unlike generic task apps, it connects to your books, pen names, and publishing schedule.

Creating Tasks

To create a new task:

  1. Go to Dashboard → Tasks
  2. Click the + New Task button
  3. Enter a task name (up to 500 characters)
  4. Add optional details below

Task Fields

FieldDescription
NameWhat needs to be done (required)
DescriptionAdditional details or notes (up to 10,000 characters)
StatusPending, In Progress, Completed, or Cancelled
PriorityLow, Medium, High, or Urgent
Due DateWhen the task needs to be completed
Linked TitleConnect to a specific book
Linked Pen NameConnect to an author identity

Tip

Link tasks to books when they are book-specific (like "finish chapter 5" or "upload cover art"). This helps you see all tasks related to a project in one place.

Task Views

You can view your tasks in different ways:

  • List View — All tasks in a sortable table
  • Priority View — Tasks grouped by priority level
  • Status View — Tasks grouped by status
  • Calendar View — Tasks shown on dates they are due

Today and Your week (early access)

If your account is in early access, two new views help you plan the week ahead.

  • Tasks, Today tab. Shows what is due today or overdue, then what is due in the next 3 days. Tap Done to finish a task, or Open to see its details. On a phone, Tasks opens on this tab.
  • Calendar, Your week. The Calendar opens on this week, Monday to Sunday, in your own time zone. The top of the page sums up the week: launch days, newsletter sends and tasks due. Below that you get up to two priorities: your next launch day or newsletter send, and the tasks you still need to finish this week.
  • Layers. Turn Launch days, Newsletter sends, Social posts and Tasks due on or off from the side panel (the Layers button on a phone). Social posts show as a count per day. Click a count to open the Social calendar.
  • Words this week. If you set a weekly writing goal, the top of the page shows how many words you have written this week against it.

Note

Working in someone else's account? You can move or change an event only if your access lets you edit that pen name. Otherwise events open so you can read them, and you won't see Launch days or Newsletter sends unless you have access to those studios.

Reference Documents

Link a task to the step-by-step guide that goes with it. Your guides live in My Library, and a linked guide shows up as a Reference button on the task card and in the task list. One click opens the guide beside your board, so whoever works the task has the instructions in front of them.

  1. Open a saved task.
  2. Under Reference documents, choose Link a document.
  3. Search My Library and pick the guide. You can link up to 50 to one task.

Unlinking a document only removes the button from that task. The document stays in My Library.

Tip

Working with an assistant? Linking a guide does not share it. Share the guide with your assistant from My Library, and their Reference button will open it. Until then they see the button with a lock and a note to ask you for access.

Filtering and Sorting

Find tasks quickly with filters:

  • By Status — Show only pending, in progress, or completed
  • By Priority — Focus on urgent or high-priority items
  • By Book — See tasks for a specific title
  • By Due Date — Find overdue or upcoming tasks

Priority Levels

PriorityWhen to Use
UrgentMust be done today or is blocking other work
HighImportant, should be done this week
MediumNormal priority, plan to do soon
LowNice to have, can wait

Task Notifications

StorytellerOS can remind you about tasks:

  • Due date reminders the day before
  • Overdue alerts for missed deadlines
  • Weekly summary of upcoming tasks

Configure notifications in Settings → Notifications.

Task Management Tips

  • Break down big tasks — Instead of "write book," create tasks for each chapter or milestone
  • Use due dates sparingly — Only add dates for tasks that truly have deadlines
  • Review weekly — Check your task list each week to reprioritize
  • Mark complete immediately — Celebrate small wins by checking things off right away
  • Cancel, do not delete — If a task is no longer relevant, mark it cancelled to keep a record

Unified Calendar

Tasks with due dates appear on the unified calendar alongside your scheduled social posts, giving you one view of everything happening in your author business.