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Tasks and approvals

Every change Oppy proposes is a task. Here is how to read one, approve it, push back on it, and keep the list under control.

By the Optizads team

On this page
  1. What a task holds
  2. Approve a change
  3. Discuss, decline or hand over
  4. Views, filters and bulk actions

The short answer

Open a task to read its evidence, the exact change and what it touches. Approve it to have Oppy apply it, discuss it in the comments, decline it, or ask an Optizads specialist. Tasks sit in four categories and four statuses, and can be viewed as a list, a board, a calendar or this week's short list.

  1. What a task holds

    Category
    Account settings, Optimisation, New campaigns or Alerts.
    Status
    Waiting on you, To do, In progress or Done.
    Owner
    Oppy, someone on your team, or an Optizads specialist.
    Evidence
    The numbers from your account behind the task.
    The change
    Exactly what will change in Google Ads, and what stays as it is.
    What it touches
    The campaigns, goals and pages involved.
    Done means
    How you will know it worked.
  2. Approve a change

    1. Read the change

      The task shows what changes in Google Ads, the numbers behind it and how you will know it worked.

    2. Approve

      Oppy runs every rule again and checks the finding again. If the problem is already gone, it writes nothing and says why.

    3. Oppy applies and reads back

      The change goes live in Google Ads, then Oppy reads the account again to confirm it landed.

    4. It is logged

      History records who approved it, what changed and the values before and after.

  3. Discuss, decline or hand over

    • Discuss. Write a comment. Oppy reads every comment and replies in the task.
    • Decline. The task closes and the change does not happen.
    • Hand over. Give the task to someone on the team. It lands in their Notifications.
    • Ask a specialist. For work Oppy cannot do from inside Google Ads, such as tags, pages or creative.
    • Mark done. For tasks a person completed outside Optizads.
  4. Views, filters and bulk actions

    Switch between List, Board, Calendar and This week. Filter and sort on any column, group the list, and save a view for the team. Pick several tasks to approve, decline, mark done or hand them over in one move.

    Export the list or a filtered view as a spreadsheet, copy a view's link for your team, and open History from the top bar. A deleted task stays deleted, and History says who removed it.

Questions, answered.

Anything else? Ask Oppy in the product, or write to the team.

Why did Oppy refuse to apply an approved task?

Applying runs every rule again and checks the finding behind the task again. If the problem is already gone, for example the keyword was already paused, Oppy writes nothing rather than act on stale numbers, and says why. A change Google refuses for lack of access is handed back with where to make it.

Can I edit a task?

Yes. Rewrite its title or description, or ask Oppy to. You can also change its owner and its dates.

Put Oppy to work on your account.

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