Description
The Task Management page allows users to manage tasks. This includes reviewing, adding, approving/declining, tasks. This article describes the information provided and the actions that can be taken on the Task Management page. It covers the following task management topics:
Overview
The Task Management page is the central source of information regarding tasks for both task creators and approvers. Information about the task approval process is found in the Task Approval Process article.
Columns
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.
|
Status Notes | Provide details about the status of the task. |
Audience Size | How many recipients the task reached |
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:
|
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 |
Status Selection
The Status field allows users to select which tasks to view by status. Pending Approval and Pending Second Approval tasks are shown by default. Users may have up to 50 pending tasks.
Users can choose other status options by clicking into the field and selecting option(s) from the dropdown menu. Clicking the X button removes a selection from the field and clicking the checkmark button adds all of the selections to the field.
Add Task
Clicking Add Task takes users directly to the Content Library.
Task Reporting
Email Report
Completed tasks with emails sent can be seen on the Email Report.