Add a Task to a Campaign

To manage other work related to a campaign, you can create and assign tasks to yourself and other staff members. You can then track the overall progress of those tasks by viewing their due date and completion percentage.

This section describes the options available for creating and assigning tasks.

1. Click Tasks on the Home tab.
   The Tasks section opens on the content pane.
2. Enter field information.

   Tasks Toolbar

   Button	Description
   Tasks	Click this button to display a drop-down menu containing the following options.
   Add New	Select this option to add a new task. See Add a Task for the procedure to complete the fields on this window.
   Add Existing	Select this option to add an existing task. After finding and selecting a task, the task is added to the task list for the campaign. See Search for a Task from an Open Record.
   Open	Click this button to open the selected task for editing.
   Print	Click this button to print the selected task.
   Copy	Click this button to copy the selected task.
   Delete	Click this button to permanently delete the selected task.
   Remove	Click this button to remove the selected task from the campaign (without deleting the task).
   Complete	Click this button to mark the selected task completed.
   Forward	Click this button to open the Task Forward window and send the task to specific recipients.
   Options	Click this button to select an option for managing the output and display of information on the tab, such as print, forward, or export. See How You Change Report Formatting for information about other options, such as Auto Filter, Slice, Cross Tab, and Rollups.