The task will appear on the calendar at the selected date and time.
Manage your marketing tasks
You can review, edit, and complete marketing tasks on the Tasks tab or edit them directly on your marketing calendar:
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.
At the top of the table, click Delete.
In the dialog box, click Delete tasks.
To manage a task directly on your calendar:
Click the Calendar tab.
Click the name of the task.
In the dialog box, you can take the following task actions:
To open the campaign in a new browser tab, click externalLink[campaign name]. You can also change the color associated with the campaign by clicking the dropdown menu and selecting a new color.
To mark the task as complete, click the checkmark in the bottom left..
To edit the task within the calendar, click Edit.
To delete the task, click Delete.
The tasks and events that appear on the calendar depend on the user's Contacts Access permissions. For example, if you have theOwned only view and edit permissions sets, you won't be able to see or edit unassigned tasks, or tasks assigned to other users. If you have the required Contact Access permissions but can't see certain tasks, ensure you have selected the correct content and campaign filters in the left sidebar menu.
Please note: automated emails are only listed on the calendar once, not each time the automated email is sent via a workflow. To view automated emails on the calendar, select the Recurring email checkbox in the left sidebar menu.