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Task Management
Tyrell Downer avatar
Written by Tyrell Downer
Updated over a month ago

Alert types:
โ€‹
1. Rising lead cost:
When lead cost exceeds max cost

2. Broken CRM: When leads are no longer reported in CRM

3. Over spend: When amount spent exceeds daily budget

Alerts are automatic and when triggered creates a task. The tasks are initially assigned to the clients media buyer.

You can see tasks here

Tasks are broken up into three sections.

  • Pending - New alerts

  • In-progress - Once fix has been implemented

  • Completed - Once issue is resolved.


The "In-Progress" stage exists to reduce duplicate tasks.

For example: A lead cost alert fires and ads are optimized shortly after - it may take a few days before lead costs returns to normal.

But if it was marked complete upon optimization and a few hours later costs still exceeded MAX cost, the media buyer would be notified again.

Move tasks to in-progress if you suspect the issue won't be resolved immediately but a solution has been put in place.

The task will automatically move to completed if ClientView sees the costs go down or CRM starts seeing leads again.

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