Streamline Content & Compliance Workflows

Marketing Task & Project Management Software

Marketing Task & Project Management tools help community banks, credit unions, and financial brands stay organized and efficient. Integrated into Social Assurance’s content and compliance management platform, these tools make it easier than ever for teams to plan, track, manage, and execute content across teams and channels.

Social Assurance’s Task & Project Management tools increase accountability, keep content teams organized, create transparency, and increase overall efficiency. The result? More accountability, fewer mistakes, and tons of time savings.

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Dashboard View

Keep Teams & Priorities Organized & On-Track

View assigned tasks, check on the tasks and projects you’re following, and see what’s coming up.
Quickly see upcoming content, including when it’s scheduled and for which channels.
See a quick view of key stats and their outcomes to stay motivated and productive.

Streamline Social Media Content

Tools for Content Collection, Planning & Execution

Use sub-tasks to assign, manage, and execute on multi-step social media posts and campaigns.
Assign photos and content collection to sales agents, branch teams, and other client-facing staff.
Create tasks and projects from calendars, including branch events, community events, and local happenings.

Better Collaboration on Marketing Projects

Centralize Users, Content, Approvals & Workflows

Keep sub-tasks, attachments, and relevant information tied to projects and the people working on them.
Assign tasks to individuals and allow others to follow tasks and projects, streamlining oversight and updates.
Access a running log of task- and project-related activities from each contributing user.

Marketing Task & Workflow Management

Dive into the Details on To-Dos

Drill into what’s on your list based on a number of custom filters.
Track and manage sub-tasks for specific social media posts and other marketing projects.
See where requests are coming from, which channels they’ll be pushed to, and more–all in one easy view.