Find it in the left menu, View all under Tasks or My workflow. Also in the command palette: type Tasks or My workflow. Last updated 9 Oct 2026.
Overview
Every conversation you have with Botep is a task, and Tasks keeps all of them. My workflow is your shortlist: the artifacts, stories, campaign views and tasks you pinned because you come back to them. Both lists also show in the left menu, which keeps the top of each.How it works
1
You ask in Console
Each new conversation becomes a task.
2
Tasks keeps it
Tasks lists every conversation, newest first, grouped by time. Pinned tasks sit in their own group at the top.
3
You pin what you reuse
Pin a task, an artifact or a campaign view, and it joins My workflow.
Use it
Start a new task
On the Tasks page, select New task. Console opens on an empty conversation.Reopen a conversation
Select a row in Tasks. Console opens that conversation where you left it.Search your tasks
Select the search icon in the page header (Search tasks) and type part of the name.Rename, pin or delete a task
Open the row menu and select Pin to my workflow, Rename or Delete. Deleting asks you to confirm, then permanently removes the task and its artifacts.Act on many tasks at once
Check the box on several rows. A bar appears at the bottom with Pin (or Unpin), Delete and Clear.Organize My workflow
My workflow groups items by Type by default: Artifacts, Stories, Campaign views, Creative views, Ad account views, Ad accounts, Teamspaces and Tasks. Change it with Group by to Date or None. Drag a row by its handle to reorder; the left menu follows the same order. Dragging is off while you search or group by Date.Save or discard a changed view
When a pinned campaign view has unsaved changes, its row says so. Open the row menu and select Save changes or Discard changes.Unpin
Open the row menu in My workflow and select the unpin option. The item itself stays where it is; only the pin goes.On your phone
My workflow on a phone shows pinned artifacts and tasks. Campaign views are left out, because their tables are built for a desktop screen.FAQ
My workflow is empty. How do I add to it?
My workflow is empty. How do I add to it?
Pin items from where they live: a task in Tasks, an artifact in the Artifacts library, a campaign view in Campaigns. My workflow has no create button of its own.
Related
Console
Where tasks begin.
Command palette
Jump to any task or page by name.
Daily check
Pin the views you open every morning.