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The Content Library is in BETA testing. The product interface and images are regularly updated to ensure that the latest enhancements are documented. Some screenshots may not be in sync due to ongoing changes. |
Overview
The Task Management screen offers three permission levels allowing users to manage tasks and approvals. Users can either self-approve content or require that tasks have an assigned approver. The approval process can have one level of approval or two, depending on the user's permissions. The approval process allows for efficient and flexible task management, ensuring that tasks are approved quickly and accurately while giving users the control to manage their workload effectively.
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Do not use the Task Management Add Task process. The button will be updated in a future release to direct a task creation to the Content Library.
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Task Management Columns
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Column Name | Description |
Task ID | Is the system-generated reference number for the task?  |
Task Name | Step 4 of the 5-Step Task Approval Process. Users can keep or edit the system-generated Task Name.  |
Submission Date | Displays the Date that the Task was submitted for approval.  |
Status | Displays the status of the task approval. 
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Scheduled Date | The scheduled task date and time indicate the specific date and time for a task to be executed.  |
Action Type | The type of task. 
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Query | This field is being removed. |
Estimated Count | Estimated number in the audience that will receive the communication.  |
Results | Displays the processing state and updates the number only one time.  |
Approved By | Shows the user who approved the task.  |
Created By | Displays the user that created the task.  |
Comment | Step 5 of the 5-Step Task Approval Process allows users to input a note for review. This note will be displayed here.  |
History | Click on the comment icon to open the Approver Notes. Approvers can enter notes about their decision on the task.
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Decision Options |
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Task Reporting
Email Report
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