Symphony is an all-in-one dashboard to publish, schedule, and manage your content on Facebook, Twitter, and Linkedin.

User Guide: Assign Tasks

Symphony’s task (conversation?) center is a central hub where you can quickly respond to all incoming mentions, comments, messages, and conversations around your brand. Think of it as your social inbox. There are several powerful features in the task center to help streamline your workflow:

  • Smart filtering to select which kind of incoming conversations you want to see
  • The ability to set brand keywords for monitoring purposes
  • View saved and archived conversations
  • View tasks sent to you by other members on your team
  • Cross Post conversations to multiple social networks

Filter Your Incoming Conversations

You can select which kinds of incoming messages you see by toggling the filtering options at the (top/side) of the page. You can filter by social network, or by specific types of conversations: private messages, comments, posts you’re tagged in, and brand search results.

Set Brand Keywords

Symphony’s task center is designed to help you never miss a conversation about you or your brand. Symphony will show you any time someone mentions your brand keywords on Facebook or Twitter, even if they don’t tag you or post it on your page. Brand keywords default to the names of your linked social profiles, but you can also customize what terms you’d like to include.

To edit your brand search terms:

  1. Hover over ‘brand search’ in the left menu & click the pencil icon.
  2. Enter one search term per line. Clicking ‘New Search Term’ will create additional lines. Each separate line is treated as ‘OR.’

For more tips on setting up your search terms, see our detailed Search How-To. [link]

Saved and Archived Conversations

Both the Task Center and Reader tabs allow you to save and archive posts, which can be viewed later in the Task Center. Saved posts are meant to be action items or important conversations you may want to access in the future. Archive is for removing posts from your inbox to clean up the clutter. To save or archive a conversation:

  1. Hover over the desired post in the Task Center or Social Reader – you’ll see several options pop up below the post. [screenshot]
  2. Saved posts are meant to be action items requiring response/attention, while the archive is like a recycling bin that holds posts you no longer wish to see.
  3. Saved/Archived posts can be accessed from the menu on the left-hand side of the page.

 Assign Tasks

One last feature of the Task Center is the ability to assign tasks to collaborators and team members. You can do this from the pop-up menu that appears when you hover over a conversation (just like you would to save and archive).

  1. Hover over the desired post and find ‘assign task.’
  2. You will prompted with a list of facebook contacts to assign the task to
  3. ?? (not quite sure how this works yet)

Task Flow With Symphony

We built symphony with the desire to accommodate many users with different work flows – we want you to be able to use Symphony in the most efficient manner for your business. However, there are some basic tips that may streamline your work flow and task management in Symphony.

[this section about advanced uses for the Task Center and ways to be more efficient.]

User Guide: Workgroups & Collaborators

Symphony was built with power publishers and social media professionals in mind. If you’re like us even just a tiny bit, you probably have multiple groups of profiles you’d like to manage. Symphony allows you to compile your profiles into separate Workgroups. You then have the ability to quickly toggle between groups to see a single set of profiles at once.symphony-toggle-workgroups

Here are some ways you might want to use the groups feature to manage your various profiles:

  • Create a separate group for your clients
  • Create separate groups for your business and personal profiles
  • Create a group for each of your blogs & their corresponding social media profiles

Setting up Your Groups

  1. First, link all your desired social profiles and blogs on the home page. These go into your ‘My Profiles’ group by default.
  2. Go to the Group Management page by clicking ‘Organize Into Groups’ on the home dashboard, or by using the drop-down menu in the upper-righthand corner of the screen.
  3. To create a new group, click the ‘New Workgroup’ button at the top of the page. Add any desired social profiles and click done.
  4. You can edit the group name by clicking the pencil in the group header.workgroup-setup

Collaborators in Groups

Symphony allows you to collaborate with team members. You can assign team members to be either an Admin or a User in a group. Admins have the ability to change settings for any of the social profiles in that group, while users can read, respond to conversations, and schedule posts.workgroup-setup symphony-workgroup-collaborators

Each collaborator will see only the profiles in the group they’ve been added to, and every team member in the same workgroup will see the same pages when they view that group.

For more on how to get the most out of Symphony for your team, see our guides on using the inbox and assigning tasks.