Add a Task to a Mailing

You can assign new or existing tasks to mailings and edit, delete, and forward tasks to other staff members. You can also view each task associated with the mailing.

1. On the Summary tab of an open mailing, click the Tasks tab.
2. Enter field information.

   Tasks Tab Toolbar

   Button	Description
   Add	Click this button to display a drop-down list containing the following options.
   Add New	Select this option to add a task.
   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 mailing.
   Open	Click this button to open the selected task for editing.
   Print	Click this button to print the task.
   Copy	Click this button to copy the task.
   Delete	Click this button to permanently delete the task.
   Remove	Click this button to remove the selected task from the mailing (without deleting the task).
   Complete	Click this button to mark the task completed.
   Forward	Click this button to send the task to one or more 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.