Sponsy’s Tasks module helps you and your team keep track of what needs to be done across your sponsorship operations. Tasks behave like smart to-do lists that live directly inside your workflow, so nothing slips through the cracks.

This page will guide you through the key features of the Tasks module and how they simplify your day-to-day work.

Tasks overview

The Tasks overview page is your hub for everything that needs attention.

Here you can:

• See all tasks sorted by due date, from most urgent to least urgent
• Filter tasks by assignee to quickly review someone’s workload
• Filter by type or context, such as tasks related to a specific publication or deal
• View completed tasks or hide them for focus

This overview helps you and your team understand exactly what needs to be handled next, reducing confusion and helping everyone stay aligned.

Slot tasks

Slot tasks let you attach a checklist directly to each slot in your publication calendar.

Typical examples include:

• Confirm assets are correct
• Add the advertisement to the newsletter
• Send performance report to the advertiser

Slot Tasks Template

Every slot can have its own ad-hoc tasks, but you can also define task templates per publication. These templates automatically populate any new slot you create. This is ideal for setting up internal SOPs with predefined steps, due dates, and assignments that repeat consistently.