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Use filters to maintain an organized, uncluttered work area by limiting tasks to those to be completed
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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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  • The Inbox provides functionality beyond filtering, sorting, and completing tasks.

  • Campaigns, Campaign Iterations (Assignments), and Tasks may be delegated.

  • Campaign Iterations (Assignments), and Tasks may be placed in an On Hold status for later completion.

Tip

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.

Note

Don’t forget about tasks that were placed in an On Hold status. They will not appear in the Active status area 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 with that are waiting for one or more approvals

Rejected

An approval that was rejected

On Hold

Delegated

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Active tasks are uncompleted tasks that are assigned to the Inbox user.

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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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