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.

This article covers the following task management topics:

Task Management Options

When initiating a task, there are three approval options.

1. Task Self Approval

   • Users can approve their own tasks.
     Note: If the user makes no edits, the task is approved automatically.

   • The permission is visible when users complete the 5-Step Task Approval Process.

   • Users seeing Send have Task Self Approval permission.

     

2. Task Approver

   • Users can approve other users' tasks.

   • The permission is visible when users complete the 5-Step Task Approval Process.

   • Users seeing Send have Task Approver permission.

     

3. Send for Approval

   • Organizations can set up a one-step or two-step approval process in the task management system.

   • As a user, the Send button is visible when the 5-Step Task Approval Process is completed.

   • Users seeing Submit for Approval require task approvals before the task can be sent.

     

Task Approval Process

Task Submitter

1. Click the Submit for Approval button to initiate the task approval process.
   

   

2. An email goes out to all approvers advising that a task is pending approval.
   

   

Task Approvers

1. Click the Task Review link in the email that was automatically sent when the task submitter clicked the Submit for Approval button.
   

   

2. If the task approver is already signed in they will be linked directly to the task preview that needs review on the Task Management screen.
   
   OR
   
   If the task approver is not already signed in, they will be taken to the Insellerate sign-in screen and must follow these steps to access the task preview that needs review on the Task Management screen.

   1. Sign in to Insellerate.

   2. Select Task Management from the inTouch dropdown menu.
      

      

   3. The Task Management screen opens, displaying all pending tasks.
      

      

Review Options

Approvers choose from the following four review options for each task on the Task Management screen: View, Edit, Decline, or Approve.

• View

  

  
  Clicking View opens the Content Library Task, where all steps of the 5-Step Task Approval Process can be reviewed.

  

  
  

• Edit

  

  
  Clicking Edit opens the Content Library Task, where Steps 3 and 4 of the 5-Step Task Approval Process can be edited.

  

  
  

• Decline

  

  • Clicking Decline opens the Confirm Decline window.

    

  • Clicking Yes declines the request, so the task cannot be resumed. Notes are required when declining a task to advise the submitter of the reason for the decline.

    

  • Users who submit the task will receive an email advising that the task was declined.

    

• Approve

  

  • Clicking Approve opens the Confirm Approval window.

  • Clicking Yes approves the task.
    

Task Management Navigation

Status Selection

The Status Selection option box offers several functionalities:

• Users can make multiple selections.

• Pending approval and pending second approval tasks are shown by default.

• Users can choose other status options by clicking into the field and selecting from the dropdown menu.

• Users can click the X button to remove a selection.

Add Task

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.

Task Management Columns

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. Pending Approval Pending Second Approval Scheduled Processing Approved Declined Second Declined No Applications Found Completed Partially Completed Failed Modified
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. Email
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. Comment icon Approver Notes panel
Decision Options	View Edit Decline Approve

Task Reporting

Email Report

Completed tasks with emails sent can be seen on the Email Report.