Creating & assigning tasks

Capture work, assign owners, set priorities and due dates, and track it to done.

What this does

Tasks are your team's work queue inside Berchtold — create them, assign owners, prioritize, and track status to completion.

Open Tasks

Go to Tasks for your brand (or the global Tasks view across brands).

Create a task

Add a title and details. Set a priority and due date.

Assign an owner

Assign it to a teammate so it's clear who's responsible.

Track to done

Move it through its statuses and mark it complete when finished.

Many tasks are created for you — from agent work and recommendations. Triage those alongside the ones you add manually.

See recurrence & filters to manage a growing list.

Last updated 2026-06-11