Create Tasks
Tasks are listed in the Tasks page. Whether you can view, edit, or create tasks depends on the roles you are assigned and the permissions associated with each task. Although the different task types have different user experiences, the first steps for creating any task are the same. You can create a task from one of these locations:
- the Tasks page
- a scheduled journey
- a real-time journey
To begin creating a task from the Tasks page, follow these steps:
- On the navigation bar, click
.
- Click
.
- Select the task type and enter the
details. The content required to create a task varies by task type. For more information, see Types of Tasks.
TipYou can enter a term in the
Filter field to reduce the number of tasks that are displayed.
When you create a task, it has a Designing status, which indicates that the task is being worked on and is not ready to be published or activated. Where applicable, approvals must be completed before a task can be made active. A task cannot be published or activated until all of the dependencies are met. For example, a task cannot be published or activated if a creative that is uses is still in the Designing status.