SiteBrief/Documentation

Maintenance Tasks

Track and manage maintenance work across all your client sites — from a found issue to a completed fix, all in one place.

Overview

Maintenance Tasks is a lightweight Kanban board built into SiteBrief for tracking site maintenance work. Tasks can be created manually or automatically triggered by issues SiteBrief detects — an expiring SSL, a low PageSpeed score, outdated WordPress plugins, or broken links.

Tasks live in two places: the global /tasks board (all sites), and the Maintenance Tasks panel on each individual site detail page.

Task fields

FieldDescription
TitleShort description of the work to do
DescriptionOptional notes, links, or context
StatusOpen / In Progress / Done
PriorityLow / Medium / High / Critical
SiteWhich client site this task belongs to (optional)
Due dateDeadline — shown in red when overdue
SourceWhat triggered it: manual, ssl, pagespeed, broken_links, wp_update, domain

Kanban board

The board has three columns:

  • Open — new tasks waiting to be started
  • In Progress — actively being worked on
  • Done — completed tasks (with completion timestamp)

Move tasks between columns with the action buttons on each card. Filter the board by priority using the buttons in the toolbar.

Creating tasks

Manually

Click + New Task on the /tasks page or on any site detail page. Fill in the title, priority, and optionally a site and due date.

One-click from detected issues

SiteBrief shows a + Create task button next to detected issues across the site detail page. One click creates a pre-filled task with the right title and priority — no typing needed.

TriggerAuto-filled titlePriority
SSL expires < 14 daysRenew SSL certificate — Xd leftCritical
SSL expires < 30 daysRenew SSL certificate — Xd leftHigh
Domain expires < 14 daysRenew domain — Xd leftCritical
Domain expires < 30 daysRenew domain — Xd leftHigh
PageSpeed score < 30Fix PageSpeed score — currently X/100High
PageSpeed score < 50Fix PageSpeed score — currently X/100Medium
Broken links foundFix N broken linksMedium
WP plugins need updateUpdate N WordPress pluginsHigh
WP_DEBUG enabledDisable WP_DEBUG on productionCritical
💡
Tip:After clicking "+ Create task", the button changes to "✓ Task created" for a few seconds to confirm. The task immediately appears in the Maintenance Tasks panel and on the /tasks board.

Overdue tasks

If a task has a due date set and today's date is past it, the due date badge turns red with a ⚠ warning. Overdue tasks are still shown in their current column — they don't move automatically.

Frequently asked questions

Are tasks shared with team members?
Tasks are currently per-account. Team sharing is planned for the Agency multi-workspace feature.
Can I assign tasks to specific people?
Not yet — assignees are on the roadmap for the team workspace feature.
Are tasks included in client reports?
Not currently. This is planned — the idea is to include completed tasks as a "work done this month" section in the PDF report.
What happens to tasks if I delete a site?
Tasks linked to a deleted site remain in your account with the site field cleared. They are not deleted.