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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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Status Notes | Provide details about the status of the task. |
Audience Size | How many recipients This is how many people fit the criteria to receive the task reached. |
Completed/Sent | This is the actual time how many people successfully received 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 | This is the date the task was completed by Insellerate. |
Action Type | The type of task:
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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 | Contains icons linking to the the Change History and Approver Notes. |
Content Edited | A checkmark in this field tells users if the base template was edited by the task creator. This only applies to email content. |
Preview Content | Users can preview content. This only applies to email content. |
Contains icons allowing users to View Filter Summary, View, Edit, Decline, or Approve |
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Clicking Add Task takes users directly to the Content Library.
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Task Limits
A limited number of emails can be sent daily. If a user attempts to send a task which causes the limit to be exceeded, the user will receive an email explaining the reasoning behind the failed task. The Status Notes column of the Task Management page also shows the reasoning. Users can retry the task at a future date.
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Note |
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Task Reporting
Completed tasks with emails sent can be seen on the Email Report.