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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 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 |
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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