Creating and managing tasks
Adobe Campaign lets you create tasks and manage their complete life cycle directly within the application. Program and campaign implementation can be broken down into tasks which are assigned to Adobe Campaign operators or external service providers. This mode of operation lets you create an open collaboration environment that includes all program participants and external participants.
Tasks can be created, viewed, and monitored from the list of tasks or the campaign dashboard. They can also be viewed and tracked in the schedules of the marketing plan, programs and campaigns.
Tasks are attached to campaign and can have dependencies, i.e. associated tasks. Each task has a status, priority, estimated load, and related costs.
All the tasks are grouped in a list accessible via the Campaigns universe. For more on this, refer to Accessing tasks .
They can be displayed in the schedule of the program to which they belong.
When you display this view, it is automatically filtered in order to display only operator tasks . You can also filter the tasks using the fields in the upper section of the window.
Click on a task to edit it.
Creating a new task
To create a task, click the Tasks link in the Campaigns universe and select Create .
Enter at least the name of the task and select the campaign which is it linked to. You must also specify the start and end dates. These three pieces of information are mandatory.
Click Save to create the task.
You can also create a task via the dashboard of a campaign: in this case, it is automatically linked to the campaign which it was created from.
After a task is created, it is added to the campaign schedule and the list of tasks. To edit a task, select it from the schedule or click its name in the task overview, and click the Open link.
To configure it, you must indicate:
- The manager and participants: refer to Manager and participants .
- The creation schedule: refer to Execution schedule .
- The costs committed: refer to Expenses and revenues .
It is also possible to ad reviewers (refer to Reviewers ) and referenced documents (refer to Documents referenced ).
Task life cycle is presented in Life cycle .
Manager and participants
Only the operator in charge of a task is authorized to close it.
By default, when an Adobe Campaign operator creates a task, it is assigned to them automatically. To select a different operator, use the Assigned to field.
Operator management is presented in this section .
You may specify the operators involved in carrying out the task. These operators aren't authorized to close the task. They may only approve the task assigned to them.
They are selected using the Resources icon in the task toolbar. Click Add and select the concerned operators.
Click Ok and then input the usage rate: this represents the load assigned to the operator for the duration of task execution. This rate is an indication only and is expressed as a percentage.
For example, for a task whose execution schedule is set at 10 days, an operator whose usage rate is 50% will be mobilized on this task for half of his working time for the 10 days.
For each operator, you can enter a scheduled workload and an actual workload. These durations are also for information purposes only.
It's possible to configure a reminder, which will be sent automatically to all operators involved in the task before its end date.
You can view the Adobe Campaign operator profile via the Edit link icon.
The operator dashboard lets you check their workload (other tasks in progress).
In addition to the participants, you can define operators who will review the task once it has been closed by the person in charge of it. To do this, click the Enable task approval option in the lower left-hand section of the Resources window. This can be an individual operator, a group of operators or a list of operators.
To specify a list of operators, click the Edit... link to the right of the first reviewer and add as many operators as necessary, as shown below:
You can define an approval schedule for the task in the lower section of the reviewer configuration window. By default, reviewers have three days starting from the submission date to approve the task. It's possible to configure a reminder, which will be sent to the concerned operators automatically before the approval deadline.
The person in charge of the task can assign themselves the task of approving it, even if other operators have already been assigned to do this. If no reviewer has been defined, the notifications will be sent to the person in charge of the task. All other Adobe Campaign operators with Administrator rights can also approve the task. However, they won't receive notifications.
It's possible to add documents and marketing resources to a task (for more on this, refer to Managing marketing resources ). To do so, open the task and click the Documents icon in the task toolbar.
Click Add and select the document to be added to your task. Apply the same process for marketing resources.
Referenced documents will appear in the notifications sent to the operators involved in the task, as well as on the task dashboard.
The validity period of a task is indicated in the Start and End fields. The scheduled load expresses the workload to be performed during the period. It is expressed in days or hours.
The life cycle of a task is presented in Life cycle .
The Workload performed field also expressed in days and hours, lets you manually update the progress of the task with respect to the scheduled workload.
The Progress status of the task, expressed as a percentage, is updated automatically based on the tasks carried out by the operators involved. It can be input manually.
This information can be viewed in the task dashboard.
It is also visible in the campaign tab.
If the task execution schedule end date has been reached but the task is not completed, the task will be Late . A warning message will also be displayed to alert operators.
For more on this, refer to Progress status of a task .
Expenses and revenues
You can define related expenses and forecast revenue for each task. These will be calculated and then consolidated for the campaign to which the task is attached.
To specify this information, click the Expenses and revenue icon in the task toolbar.
By default, the budget charged is the budget of the campaign to which the task is attached. It is displayed in the task details.
For further information about expenses and budgets, see Cost commitment, calculation and charging .
In this window, you can also define the objectives to be reached. Objectives are expressed in terms of forecast revenue for the task.
An external service provider can be involved in the management of a task.
To do this, edit the task properties and select the service provider concerned. The cost categories associated with the service provider are automatically listed in the central section of the window.
For more on this, refer to Creating a service provider and its cost categories .
Select the cost categories related to the execution of the task. To do this, select the type of cost and, if necessary, add an amount to surcharge.
The method for managing budgets and costs is presented in Controlling costs .
When a service provider is selected, it is displayed in the task dashboard:
A task is late if it has reached its end date without its status changing to Finished . By default, no operator is warned when a task is late. You can configure the delivery of a notification email: all operators can be notified even if they are not involved in the task.
Go to the Resources box and add the operator to the Assignation field. To notify several people, select a group of operators.
When you create or modify a task with a start date in the future, Adobe Campaign offers to send an email to the person in charge of the task to let them know when it starts.
However, if the task you are creating is a long way off, it may be preferable to schedule the notification to be sent before the task starts. For instance, if the task starts in one month, you can notify the person in charge of it one week before it starts.
To schedule a notification, go to the Resources box and use the Initial notification field.
- For tasks within campaigns, select a specific date and time.
- For tasks within campaign templates, the notification time is expressed as the time remaining before the task starts (for instance, if you enter 2d in the Initial notification field, the email will be sent 2 days before the task start date).
If you have scheduled a notification, when you save the task, Adobe Campaign stills offers to send a notification immediately. You can decide to send it and this won't replace the scheduled notification.
In the task dashboard, an icon next to the operator's name indicates that they are already working on another task or event during the period covered by the task. (Task which the operator is in charge of or involved in: he appears in the Assigned to field or in the task Resources box).
Task in a workflow
Using a Task element in a campaign workflow enables you to define two scenarios depending on whether or not the task is approved.
In the campaign workflows, the Task activity is found in the Flow control tab.
Types of task
When you create tasks via a campaign, you can create specific tasks. The type of task is defined in the selected template.
The following tasks can be scheduled:
Control task and Grouping tasks can be created only via the campaign dashboard. They are displayed in the task map of the operator to whom they are assigned. See Accessing tasks .
A Control task is linked to delivery approval: approval of targeting, content, extraction file, budget or proof.
Once it is created, the task is added to the campaign dashboard.
You can then edit it and specify its parameters.
Marketing resource creation task
A marketing resource creation task can be used to manage the creation and publishing of a marketing resource. If you are managing a resource via a task and not via the resource itself, you can:
- Control the resource creation process via a campaign.
- View the resource creation process in a schedule.
- Manage the resource creation process (reminders, notifications).
- Calculate and control the costs linked to resource creation.
- Approve and publish the resource via the task (if the relevant option is enabled).
Configuring a marketing resource creation task
The person who reviews the task isn't necessary the same person who reviews the content defined in the resource. However, if the Publish the marketing resource option is checked (see below), the task reviewer is authorized to approve the resource content, as finishing the task automatically approves the resource (or, if no reviewer is defined, the task manager).
In the Marketing resource field, define the resource you want to manage via this task. You can:
- Select an existing resource: the drop-down list offers all resources with the status Being edited .
- Creating a resource: click the Select the link icon, then click the Create icon.
The Publish the marketing resource option lets you automate resource publishing: once the task is Finished , the status of the resource automatically switches to Published , even if it was neither submitted for approval or approved, including if the reviewer who completes the task isn't the content reviewer defined in the resource.
The Publish the resource button is made available and the resource publishing reviewer receives a notification email to let him know that it is ready to be published. In the Edit > Tracking tab, reviewing and publishing by the task reviewer become visible. If a resource post-processing workflow has been defined, it is executed now.
The Grouping task type task lets you group several tasks and synchronize the management of their progress and their approval.
Grouping tasks have no linked expenses or resources.
All the tasks grouped to a grouping task can be seen on its own dashboard. This lets you filter the list of tasks to display only the ones that interest you.
Grouping tasks have a link that lets you easily create a grouped task.
To create a grouped task based on a grouping task, go to the campaign dashboard and click the name of the grouping task to display its description, then click Add a task .
However, if you have already created a task that you want to link to a grouping task, you can do it via the Linked to field of the Properties box.
Notification tasks enable you to schedule email deliveries (to an operator, a group of operators, a service provider, etc.). This lets you schedule reminders, for instance to notify someone that a campaign is finishing soon, or to send documents before a campaign starts so that operators can prepare it. This means you can keep track of your communications within your campaign or program and a closer eye on the actions carried out.
Notification tasks don't require approval. This means their life cycle is simpler than that of a standard task:
A notification task can have the following statuses:
- Scheduled until the email has been sent
- In progress once the email is sent and until the end date is reached
- Finished once the end date is reached.
During creation, the following elements must be entered in the task:
- Assigned to : the operator or the group of operators who will receive the email. If you re-assign the task once the email has been sent, the email will not be sent to the new operator (for this to happen, you need to re-initialize the task and change its start date).
- Task start date : date which the notification email will be sent on. This date must take place in the future at the time of recording of the task.
- Task end date : date on which the task status changes to Finished . By default, the end date is identical to the start date. However, assigning a duration to the task lets you symbolize the amount of time which the operator has to act in the schedule, if necessary.
- Description : the text entered here will appear in the body of the notification email.
You can add an attachment to the task and to the notification email. To do this, click the Documents icon in the toolbar in the upper right-hand corner.
Execution status of a task
Task statuses can be view in the task map. The execution status of a task is updated automatically according to operator actions.
A task can be: Scheduled , In progress , Finished , Canceled , Pending approval or Rejected .
- When a task is created, it is Scheduled if its start date is in the future. It keeps this status until its start date is reached.
- Once it has been started, the task is In progress . When the person in charge of the task closes it, it changes to Finished .
- If a reviewer has been defined, the task will be Pending approval once the person in charge of it closes it and until the reviewer approves it. If the reviewer rejects it, the task will be Rejected .
- A task can be canceled by the person responsible for it via the dashboard or the Task map by clicking the Cancel button.
- To schedule a task, input a start date in the future. You can then send a first notification to the Adobe Campaign operators involved in performing the task. See Complete task life cycle .
- The task status is updated automatically.
- Even if the validity period is finished, tasks which were not closed still appear in the list of tasks in progress. A warning notifies operators that the task is late.
Progress status of a task
In addition to its execution status, a task can be associated with a progress status: Late , To approve , To do today or To do this week . This information is entered automatically according to the task schedule.
You can filter the list of tasks by process or progress status.
For more on this, refer to Accessing tasks .
Complete task life cycle
Below are the stages of a complete task life cycle for which the person in charge has defined participants and reviewers.
- The person in charge creates the task and enters the various fields. For more on this, refer to Creating a new task .When creating and editing a task scheduled in the future (as long as the task start date isn't reached), it's possible to send a notification to participants and managers to let them know that a new task has been scheduled.To send this first notification, click Yes . This notification tells them about the next task and includes details on content and the number of days remaining until its deadline.When a task is created and scheduled for the future, its status is Scheduled .
- On the task start date, the person responsible and the participants receive a notification telling them that the task is started. Its status changes to In progress .
- After completing the section assigned to them, participants can approve the task, either:
- via the notification email.
- via the console or the web interface, in the task dashboard.
- Each time a participant approves a job, the progress status of the task is updated.
- The reviewer receives a notification email telling him that the operator has completed the section assigned to them.They can follow the progress on the task dashboard.
- Once the person in charge of the task decides that it is finished, they can close it, using either the link in the notification email sent when the task was started, the console, or the interface.The person in charge of a task can close it at any time, even if approvals are missing. The progress status changes to 100% automatically.
- The task status changes to To approve , and a notification is sent to the reviewer.They approve the task via the notification email, the console or the web interface.They can act via the campaign dashboard:They can also use the task approval button:The task status will only change to To approve if you have enabled the Enable task validation option in the Resources window of the task. If the reviewer rejects the task, its status changes to Rejected , and the task life cycle starts again automatically.
- The task status changes to Finished . A notification is sent to everyone involved.Once a task is finished, its life cycle can be reinitialized by the person in charge of it. To do this, open the task and click the Reset task to execute it again... link at the bottom of the dashboard.