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When a campaign is assigned to you, everything you need to complete the campaign can be found in your Rivet inbox. Navigate to the inbox by clicking on Inbox in the top menu. The number next to the Inbox tab shows the number of active (pending completion) tasks assigned to you. | |||||
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Delegation options are dependent upon unique configuration settings for each task. As a result, delegation options may be different for each task in the Inbox. |
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Don’t forget about tasks that were placed in an On Hold status. They will not appear in the Active status area . |
The left sidebar of the Rivet inbox displays your assigned campaigns.
If you have access to multiple accounts, campaigns are separated by account.
Filter tasks by All, Account, Campaign, or User Group.
Click an account to filter for the tasks associated with that account.
Click a single campaign to filter for the tasks associated with that campaign.
Click a User Group to filter for tasks assigned to the User Group.
Status filters are located below the accounts on the left side of the page.
Click a status to filter assigned tasks by that status:
Active: Tasks that are not completed, including tasks that are pending approval (including rejected tasks).
until they are manually placed back in Active status. |
Inbox Left Column
Tasks in the Inbox left column are grouped by status, by account, by campaign, by campaign iteration.
Task Statuses table
Active | Uncompleted tasks |
Complete | Completed tasks (including approvals) |
At Risk |
Uncompleted tasks that |
are within 2 days |
of the |
Due Date |
Overdue |
Uncompleted tasks with current date past the Due Date | |
Pending Approval |
Uncompleted tasks |
Rejected: Completed tasks that require approval and were rejected by the approver. Rejected tasks must be corrected and resubmitted for approval.
On Hold: Tasks that are not urgent and do not need to show up in the Active task status may be changed to On Hold status until they are ready to be completed.
with that are waiting for one or more approvals | |
Rejected | An approval that was rejected |
On Hold | |
Delegated |
Active tasks are uncompleted tasks that are assigned to the Inbox user.
Active tasks may be delegated if the Inbox user is authorized to delegate.
Delegating a task reassigns the task to another user.
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