Adding Campaign Tasks

To add tasks to a campaign:

1. On the Campaign Detail view, click the Stages/Tasks tab.
2. Find the stage you want to add a task to, and then click the Add Task link.
3. Specify this information:

   Description

   The description of the task.

   Status

   The status of the task.

   Priority

   The priority of the task.

   % Complete

   The percentage of task that has been completed. You can specify a value between 0-100

   Needed Date

   The date on which the task must be completed. Click (Calendar) to select the date.

   Completed Date

   The date on which the task is completed. Click (Calendar) to select the date.

   Comments

   The additional information related to the task.

   Estimated Cost

   The estimated cost of the task.

   Actual Cost

   The actual cost of the task.

   Estimated Hours

   The estimated hours required to complete the task.

   Actual Hours

   The actual hours required to complete the task.

   Display using 'My Currency'

   If this check box is selected, Task Costs are displayed in the currency type you selected in your user option. This option is displayed only if Multi-Currency is configured.

   Assign to (option)

   You can select an option based on which, you can specify to whom the task must be assigned in the Assign to field.

   Assign to (field)

   • If you selected Existing User/Team, click (Find) and then select the user or team that you want to assign the task to.
   • If you selected Existing Department, click the drop-down arrow and select Existing Contact from the list. Click (Find), and select the person you want to assign the task to.
   • If you selected Other Individual, specify the name of the person you want to assign the task to.
   • If you selected None, go to the next step.

   Assigned Date

   The date on which the task is assigned. Click (Calendar) to select the date.

4. Click OK.