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:

1 Overview
2 Columns
3 Status Selection
4 Add Task
5 Task Limits
6 Task Reporting

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. Pending Approval Pending Second Approval Scheduled Processing Approved Declined Second Declined No Applications Found Completed Partially Completed Failed Modified
Status Notes	Provide details about the status of the task.
Audience Size	This is how many people fit the criteria to receive the task.
Completed/Sent	This is how many people successfully received the task.
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: Email Social Media
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.
Decision Options	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 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.

Note
If the email is modified prior to the retry, it will need to complete the Task Approval Process again.

Task Reporting

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

INS Documentation

Content Library: Task Management

Analytics