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Column Name | Description | |
Task ID | This 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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Audience Size | ||
Completed/Sent | This is the actual time the task was completed by Insellerate. | |
Scheduled Date | The scheduled task date and time indicate the specific date and time for a task to be executed. | |
Completed Date | ||
Action Type | The type of task.
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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 the comment icon to open the Approver Notes. Approvers can enter notes about their decision on the task.
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Content Edited | A checkmark in this field tells users if the base template was edited by task creator. This only applies to email content. | |
Preview Content | Users can preview content. This only applies to email content.  | |
Decision Options |
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