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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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Use groups and filters to maintain an organized, uncluttered work area by limiting tasks to those to be completed. |
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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.
Click on the status group headers in bold to see tasks for each status.
Click Show All Active Tasks to display all active tasks in the center Tasks List column.
If you have access to multiple accounts, campaigns are separated by account.
Filter tasks by
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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
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the top level groups in the left column.
Click a status to
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view assigned tasks by that status:
Active: Tasks that are not completed, including tasks that are pending approval (including rejected tasks).
Completed: Tasks that are completed (including approvals)
At Risk: Active tasks that will be Overdue if not completed within the next 2 days and the due date
Overdue: Active tasks that are not completed by the day after their due date
Pending Approval: Completed tasks that require approval and have not been approved.
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.
Delegated: Tasks that have been delegated to another user for completion.
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