Adding Campaign Tasks

To add tasks to a campaign:
  1. On the Campaign Detail view, click the Stages/Tasks To add tasks to a campaign: 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_new (Calendar) to select the date.
    Completed Date
    The date on which the task is completed. Click calendar_new (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 search_new (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 search_new (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_new (Calendar) to select the date.
  4. Click OK.
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