Delegate Inbox Tasks
- Kevin Harris
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.
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.
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 |
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Delegated |
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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.
Related Labels