Overview

The Campaign Task tab gives you a centralized view of both workflow and manual tasks. When you initiate a workflow for a campaign or sub-campaign, Sprinklr automatically populates the associated workflow tasks in the Task tab. If you've enabled the option to view future tasks in the workflow details section, those upcoming tasks will also appear in the task sheet.

This setup ensures a streamlined workflow cadence and makes it easier to manage and take action on tasks efficiently.

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Key Details About Workflow Tasks

Task Status

• Workflow tasks follow the status values defined in the global Task Status custom field.

• Scoped Task Status values do not apply to workflow tasks.

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Start Date

• You cannot manually set the start date for workflow tasks.

• Sprinklr automatically assigns the task's creation date as its start date.

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Dependencies

• Adding dependencies to workflow tasks can affect how Workflow SLAs are reported.

• Because dependencies may shift task start dates, they can impact SLA timelines.