Adding Campaign Tasks

To add tasks to a campaign:

  1. Click the Stages/Tasks tab to add tasks to a campaign tab on the Campaign detail view. See Campaign Stages/Tasks tab
  2. Find the stage you require to add a task 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 is 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. See Understanding Multi-Currency
    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 require to assign the task.
    • If you selected Existing Department, click the arrow and select Existing Contact from the list. Click Find and select the person you require to assign the task.
    • If you selected Other Individual, specify the name of the person you require to assign the task.
    • 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.
Related topics