(Optional) Select the campaign to associate the task with.
(Optional) Select an assignee for the task. If the assignee has Task assigned to you notifications enabled, they'll be notified of task once you create and assign it to them.
Set a due date and due time for the task.
(Optional) Enter any notes for the task.
The task will appear on your marketing tasks dashboard and on the marketing calendar at the selected date and time.
Manage your marketing tasks
You can review and manage your marketing tasks on the Tasks tab or on the marketing calendar directly. To manage tasks on your campaigns dashboard:
Click the Tasks tab.
You can filter tasks using pre-made views on the Due today, Overdue, and All completed tabs. To customize task filters, click Filter and select the task type, due date, or priority of the tasks you want to view.
To edit the columns in the table, click Edit Columns, then customize the dashboard's columns In the dialog box:
In the left panel, select the columns you want to view.
In the right panel, click remove to remove any columns you don't want to view.
To edit a task, hover over the task and click Edit. In the right panel, make changes to the task and Save.
To delete tasks in bulk:
Select the checkboxes next to the tasks you want to delete.