Action Board
Transform Your Digital Marketing Intelligence Into Results
The Action Board is your central command centre for turning SERP360's insights and your marketing initiatives into organised, prioritised workflows that drive real business growth.
What Is SERP360's Action Board?
Think of the Action Board as your marketing mission control. It's where all your SEO analysis, content opportunities, user behaviour insights, and custom marketing tasks come together in one visual kanban-style workflow system.
Instead of having insights scattered across reports, emails, and meetings, everything becomes a clear action item that moves through stages: To Do → In Progress → Completed.
The board works like a kanban system - you can see all your work at a glance and drag tasks between columns as they progress through your workflow.
Getting Started
Your First Look
When you open the Action Board, you'll see three columns representing your workflow stages:
- To Do - New tasks waiting to be started
- In Progress - Work currently being done
- Completed - Finished tasks and their results
If you're new to the platform, you'll see an empty state with a prompt to create your first action item.
The Dashboard Summary
Your dashboard shows at a glance:
- Completion percentage - How much of your current work is done
- Task breakdown - Numbers for each workflow stage
- Priority levels - How many urgent, important, and routine tasks you have
- Active projects - How many different initiatives you're managing
How Tasks Get Added
Automatic Task Creation
The clever bit about the Action Board is that it creates tasks for you automatically:
Daily Alerts: When SERP360 detects ranking changes, technical issues, or competitive threats, these become action items automatically. You wake up to a clear list of what needs attention.
AI Analysis: Throughout the platform, when you run AI analysis on keywords, content, or user behaviour, you can add the recommendations directly to your Action Board with one click.
Adding Tasks from AI Analysis
Here's how simple it is:
- Run any AI analysis (keyword research, content gaps, competitor analysis, etc.)
- Review the recommendations the AI provides
- Click the + button next to any recommendation you want to action
- Choose which project this task belongs to
- The task appears in your Action Board with all the context included
The task will include the AI's specific recommendations in the description field, along with relevant keywords, pages, and technical details.
Creating Custom Tasks
You can also add your own tasks for any marketing work:
- Content creation projects
- Website improvements
- Social media campaigns
- Email marketing initiatives
- Paid advertising campaigns
- Team meetings and planning
- Any other marketing activities
Simply click "Create New Task" and fill in the details.
Organising Your Work
Projects
Group related tasks into projects. For example:
- "Q1 Content Strategy"
- "Website Redesign"
- "Competitor Response Campaign"
- "Social Media Launch"
This helps you see all tasks related to a specific initiative in one place.
Priority Levels
| Priority | Description | Examples |
|---|---|---|
| Immediate | Urgent issues that could impact traffic or rankings, or critical deadlines | Ranking drops, site errors, campaign launch deadlines |
| Near-term | Important opportunities that should be addressed soon | Content optimisation, new feature launches |
| Can Wait | Routine optimisations and longer-term projects | General improvements, future planning |
Tags
Use tags to categorise tasks by:
- Content type (blog posts, landing pages, product pages)
- Marketing channel (SEO, PPC, social, email)
- Team responsibility (design, development, content)
- Campaign themes
You can create new tags on the fly or select from existing ones.
Working with Tasks
Task Details
Click on any task to see and edit:
| Field | Purpose |
|---|---|
| Title | The task name |
| Status | To Do, In Progress, or Completed |
| Due Date | When the task should be finished |
| Project | Which project this task belongs to |
| Description | Full details and context (AI analysis recommendations appear here) |
| Priority | Immediate, Near-term, or Can Wait |
| Tags | Categories for organising and filtering tasks |
These fields are completely flexible. When AI analysis creates tasks, it populates the description field with structured recommendations, but you can edit any field to match your workflow needs.
Moving Tasks Through Workflow
The kanban-style interface makes workflow management intuitive:
- Drag and drop tasks between columns as work progresses
- Move to "In Progress" when you start work
- Move to "Completed" when finished
Filters and Search
Find specific tasks using:
| Filter Type | Purpose |
|---|---|
| Project filter | See tasks for a specific project only |
| Priority filter | Focus on urgent or routine tasks |
| Tag filter | Show tasks by category or team |
| Search | Find tasks by keyword or description |
| Due date filter | See overdue or upcoming task |
Team Collaboration
Project Coordination
Use projects to coordinate complex initiatives involving multiple team members and task types.
Progress Tracking
See at a glance:
- Which projects are on track
- Where bottlenecks might be forming
- Overall workflow progress
Making the Most of Your Action Board
Daily Workflow
- Start your day by checking new tasks from overnight alerts
- Review AI recommendations from any analysis you've run
- Add custom tasks for planned activities
- Prioritise tasks based on business impact
- Drag tasks through your workflow columns as you complete them
Weekly Planning
- Review completed tasks and their impact
- Assess upcoming priorities
- Plan new projects and initiatives
- Clean up completed tasks
Measuring Success
Track how completed actions translate to:
- Improved search rankings
- Increased organic traffic
- Better user engagement
- Higher conversion rates
Tips for Success
Keep Tasks Specific
Instead of "Improve SEO", create specific tasks like "Add schema markup to product pages" or "Design social media graphics for product launch".
Use Context
When adding tasks from AI analysis, all the context is preserved automatically. For custom tasks, include relevant details about what needs to be done and why.
Regular Reviews
Schedule weekly reviews to:
- Clear completed tasks
- Reprioritise based on new information
- Add upcoming work to your pipeline
Balance Reactive and Proactive
Let automatic alerts handle urgent issues while you focus on strategic initiatives and growth opportunities.
Leverage the Kanban Flow
Use the visual nature of the kanban board to:
- Spot workflow bottlenecks quickly
- Balance workload across the three stages
- Maintain steady progress on all projects
Common Questions
Q: Can I use this for non-SEO marketing tasks? A: Absolutely! While the Action Board excels at turning platform insights into actionable tasks, you can add any marketing work - from social media campaigns to offline events.
Q: What happens to completed tasks? A: Completed tasks remain in your system for reporting and analysis. You can filter them out of daily views while keeping the record of work done.
Q: How do I manage large numbers of tasks? A: Use the filtering system to focus on specific projects, priorities, or timeframes. The kanban layout helps you see workflow balance at a glance.
Q: Can I edit tasks after they're created from AI analysis? A: Yes, all task fields are editable. When AI creates a task, it provides a starting point, but you can modify the title, description, priority, and other details to fit your workflow.
The Action Board transforms your marketing workflow by combining automated insights with custom task management. Every insight becomes an action, every action gets tracked, and every completed task contributes to measurable business results.
Start by letting the platform create tasks automatically from your alerts, then add your own strategic initiatives. Within weeks, you'll have a comprehensive view of all your marketing work and clear evidence of progress towards your goals.