How to Create a Task
The steps to create a task are the same both in a campaign and at the account level. To create a campaign level task, click on and open the campaign before continuing with this guide.
In the navigation bar at the top of the page, click Tasks to open the Tasks page.
From the Tasks page, click Create New Task in the upper right hand corner. This will open the Task creation window, where you fill out the task details.
After naming your task you can add a category to separate and filter your tasks. Create new categories by typing in the Category field, or select an existing category from the same dropdown.
Next, select someone to assign the task to by typing their name in the assignee field, then clicking their name in the dropdown.
Click the menu to open the date selector and choose a due date for the task.
Lastly, click create in the bottom left. Your task is now created and can be seen in the task table.
Delete a Task
Created a task by mistake? You can delete the Task outright by clicking the ... to the far right on the Task table, then click Delete in the dropdown. Keep in mind that deleted tasks can't be recovered.