Assigning Tasks & Adding Comments Within a Campaign

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You can get in context engagement to assign tasks to collaborators, edit a field and leave comments.

Click on the three vertical dots next to any field in a campaign to see all actions that can be done.

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You have access to these all the time and in every step, and you can revisit them at any stage of the campaign. Successful campaigns are those kept in sync during execution and have a shared strategy.

These tools help you organize your work better, see the progress of it and make the appropriate changes as you move forward.

Assigning tasks in a campaign

Click the three vertical dots and then click Assign task icon Screen_Shot_2017-04-23_at_9.40.46_PM.pngto assign a task to a team member. Only one member can be assigned to a task at one time.

Adding comments to a campaign

Click on the three vertical dots to see all actions. Add comments to the fields that you want by clicking the  “+” sign and then click Save.

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