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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.

  • Pending Approval

  • Pending Second Approval

  • Scheduled

  • Processing

  • Approved

  • Declined Second

  • Declined

  • No Applications Found

  • Completed

  • Partially Completed

  • Failed

  • Modified

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.

  • Email

  • Social Media

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.

  1. Comment icon

  2. Approver Notes panel

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

  • Go to View

  • Edit

  • Decline

  • Approve

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