Documentationfor Tasketeer Features

Getting Started

How Tasketeer is structured: clients → projects → tasks → results.

Manage Clients

Create clients, set domains, grant portal access, and manage contact data. This is crucial because data‑driven features (Insights, research, tracking) always key off the selected client. The primary domain is defined on the client (not the project). For multi‑TLD strategies, add each TLD as its own client (e.g., domain.de, domain.at, domain.ch) to avoid mixed data and to keep structure and permissions clear. While setting up a client, you can store provider credentials: add your SISTRIX API key, the Google Analytics property ID, and use the generated service email to grant access in GSC and GA. Without these connections, Tasketeer cannot read data for that domain — this guarantees authentication and maximum security.

• Add each domain as an individual client — do not mix multiple TLDs in one client
• Set the primary domain on the client; projects inherit context from the client
• Provide SISTRIX API key (optional) to enrich visibility and competitor data
• Enter GA property ID to enable Analytics dashboards
• Grant the provided service email access in GSC and GA so Tasketeer can fetch data
• Invite stakeholders and set portal permissions to control visibility

Project Management

Organize SEO initiatives into projects with clear goals, milestones, owners, and due dates. Projects inherit the domain and data context from the selected client, so reporting and insights stay accurate. Use projects to group related tasks (technical, content, off‑page) under one outcome such as a migration, category expansion, or Core Web Vitals improvement.

• Create a project under the correct client — domain context comes from the client
• Define project goal, success metrics (KPIs), start/end dates, and tags
• Break work into milestones/phases (e.g., Audit → Fixes → QA → Launch)
• Assign a project owner and collaborators; set default reviewers/approvers
• Attach briefs, requirement docs, and checklists for consistent delivery
• Use status and health indicators to flag at‑risk projects early
• Link insights (GSC, crawl, SpeedCheck) by creating tasks directly into the project
• Track time per task; compare estimates vs actuals at project level
• Filter the board by milestone, status, assignee, or label to focus
• Archive completed projects to keep views clean while preserving history

Templates & Repeatable Work

Standardize recurring workflows (e.g., new content rollout, monthly technical checks) with task templates that can be spawned into a project in one click.

• Create task templates with predefined briefs, checklists, and labels
• Spawn multiple tasks from a template into the current project
• Ensure consistency across teams and reduce setup time

Milestones & Phases

Use milestones to group tasks and communicate progress. Each milestone can have its own due date, owner, and checklist for gatekeeping.

• Set due dates and owners per milestone
• Add gate checklists (e.g., SEO review passed, QA signed off)
• Drag tasks between milestones as work progresses
• Timeline overview for maximum observability (timelines can be exported as PNG for reuse in presentations and slide decks)

Permissions & Collaboration

Invite teammates, externals, or clients with role‑based access. Restrict what clients can see to avoid noise while keeping them informed. Make sure you learn about our extensive role based access model. If you encounter any issues with new users, always furst check, if their role has all the necessary permission.

• Role‑based access: owner, admin, manager, editor, member, viewer, agency, freelancer, client_user
• Client portal: show progress and deliverables without internal chatter
• Mention teammates in comments; approvals request via reviewers

Tracking, Reporting & Archive

Keep a tight loop from work → outcome. Use time tracking and linked insights to show what moved the needle. Archive finished projects; history remains for audits.

• Time entries roll up to the project for effort vs. impact
• Signpost outcomes using linked keywords, SpeedCheck scores, and GSC improvements
• Export summaries for stakeholders or clients
• Archive projects safely — data and tasks remain searchable

Task Management

Create, assign, and track tasks on Kanban. Add briefs, checklists, files, comments, and approvals.

• Create tasks manually or from insights (1‑click from audits, SpeedCheck, etc.)
• Use labels, priority, due date, and assignee for clarity
• Attach briefs, files, links, and checklist items; define acceptance criteria
• Mention teammates in comments; receive notifications for mentions/changes
• Request reviews/approvals and capture decision history
• Add a reference keyword to map work → ranking outcome (appears in Keywords & Rankings)
• Track time per task; compare estimates vs actuals; roll‑up to project

Task‑based Time Tracking

Log time per task; compare estimates vs actuals; export for billing and reports.

• Start/stop timers or add manual entries with notes
• Timesheet per task and per user; export for invoicing
• Capacity planning: analyze where effort is spent across projects

Plan Content

Schedule content tasks and deadlines, integrate with projects and tasks: See all your planned and existing content tasks in a calendar overview. Only tasks with the category New Content or Existing Content are shown.

• Create calendar entries that link to tasks and briefs
• Drag to reschedule; filter by assignee, label, or project
• Coordinate multi‑channel deadlines with a single source of truth

Data Overview

Unify Search Console, crawls, speed, and backlinks to prioritize high‑impact fixes.

• Connect GSC/GA/SISTRIX and upload crawl data for a complete view
• Spot regressions with trend cards; jump to affected pages/keywords
• Create tasks directly from findings to keep a closed loop

Keywords & Rankings

Monitor keywords per client and link ranking changes to tasks. Source tagging (manual vs task) and related tasks.

• Add keywords manually or auto‑add from tasks via reference keyword
• Tag source (manual vs task); see related tasks in the expanded view
• Filter by source, date added, label, and changes; export lists
• Use related tasks to evaluate impact of shipped changes

Crawl Data

Import and analyze crawl results to find technical issues.

• Upload Screaming Frog/other exports; deduplicate common issues
• Group by issue type (status codes, canonicals, titles, schema, etc.)
• Create tasks in bulk for the highest‑impact fixes

GSC Data

Analyze Search Console queries, pages, and CTR to spot opportunities.

• Identify low‑CTR queries with high position/impressions
• Detect cannibalization or underperforming page groups
• Open briefings/tasks right from underperforming queries/pages

Google Analytics Data

Bring GA metrics in context with projects and tasks.

• Map GA traffic and conversions to project outcomes
• Track post‑launch performance of pages touched by the project
• Use segments to compare before/after deployments

Sistrix Data

Use visibility and competitors to inform priorities.

• Configure API key at client level; fetch visibility and competitors
• Spot category winners/losers to guide content roadmap
• Feed competitor insights into Content Gaps and tasks

Link Profile

Assess backlinks and find off‑page opportunities or risks.

• Identify toxic links or lost links that need outreach
• Group opportunities by page or topic to brief off‑page work

SpeedCheck (Lighthouse)

Run audits for a client domain or any URL. CWV color badges, Key Audits table, and one‑click task creation.

• Run against client homepage or a custom URL (competitors allowed)
• Mobile/Desktop strategies; CWV thresholds color‑coded
• Create tasks from failing audits; include deep links and tips

COP (AI Suggestions)

AI‑powered recommendations surfaced from your data.

• Pulls patterns from GSC, crawls, and SpeedCheck to suggest next actions
• One‑click convert to tasks with owners and due dates

Topic Research

Discover themes and clusters to guide content planning.

• Seed with a domain or category; identify sub‑topics and questions
• Export clusters to the Content Planner and create briefs

Keyword Research

Generate and evaluate keywords with clustering support.

• Combine search volume, difficulty, and intent
• Send selected keywords to projects/tasks with a reference keyword

Briefings

Create structured SEO/content briefs and attach to tasks for consistent delivery.

• Define page goal, target audience, search intent, and SERP competitors
• List H1/H2/H3 structure, internal links, schema requirements, and CWV constraints
• Link research artifacts (keywords, topics, COP suggestions) and media

Schema Markup Generator

Analyze a URL and generate structured data suggestions.

• Detect missing/invalid types
• Copy JSON‑LD and attach to a task

Title Optimizer

AI suggestions for better CTR.

• Provide target keyword & page
• Compare with current SERP

Description Optimizer

Optimize meta descriptions quickly.

• Length/pixel checks
• Variant generation

Content Planner

Turn keywords into content outlines and tasks.

• One‑click task/brief creation
• Cluster support

FAQ Finder

Find trending questions to enrich content and snippets.

• People‑also‑ask
• Structured FAQ output

Content Gaps

Identify missing topics vs competitors.

• Compare coverage
• Export to planner

Usability Checker

Get UX improvement hints for any URL.

• Heuristic checks
• Create tasks from issues

XML Sitemap Checker

Validate sitemap coverage and issues.

• Fetch & analyze
• Detect broken/missing entries

Snippet Generator

Preview SERP snippets with pixel checks.

• Desktop/Mobile previews
• Truncation guard

Summarizer

Summarize URLs with target group and intent analysis.

• TL;DR for long docs
• Extract tasks/next steps

Competitor Comparison

Compare against competitors and turn gaps into tasks fast.

• Enter 2–5 competitors
• Spot content and technical deltas
• Create tasks from findings

Author Checkup

Review author E‑E‑A‑T signals and completeness.

Team Members

Invite teammates, set roles and permissions.

• Invite internal/external collaborators; restrict client/project access
• Roles: owner, admin, manager, editor, member, viewer, agency, freelancer, client_user
• De‑provision quickly while preserving task history

Team Settings

Manage defaults, notifications, and branding.

• Configure email notifications and digest frequency
• Set default project templates and naming conventions
• Brand client portal with logo and colors

Offers

Create professional offers and proposals for clients.

• Use templates for common packages
• Convert accepted offers into invoices with one click

Invoices

Invoice tracked time and completed work.

• Generate invoice drafts from time tracking
• Export PDFs or sync to accounting tools

Messages

Communicate with team-members, collaborators and clients and get eMail-notifications for new system-messages.

• Threaded conversations per task/project
• Mentions & notifications

Reporting

Dashboards and scheduled reports for stakeholders.

• Schedule monthly client PDFs
• Link tasks to outcomes

Knowledge Base

Create internal guides and playbooks for easy onboarding of new colleagues and team-members.

• create own knowledge entries or use ASKETEER AI and save results.
• Attach to projects/tasks

Billing

Subscription and payment management (only for owner-roles).

• Downlaod or View invoices
• Change plan

Settings

General account and workspace configuration.

• Domains, integrations, email
• Security defaults

Onboarding

Invite and set up teams quickly with templates.

• Quickstart checklists
• Template library

Activity

Audit trail of recent actions across the workspace.

Security

2FA, access controls, and security best practices.

• Enforce 2FA (can be disabled at own risk)
• Granular RBAC

Tickets

Support ticketing for issues and requests.

• Create from errors/feedback
• Track SLA