Tasks in the Editorial Calendar
Updated
Tasks in the Editorial Calendar help you visualise and manage work associated with campaigns, sub-campaigns, requests, assets, and messages. You can view tasks assigned to you, track tasks assigned to other team members, and access related campaign, sub-campaign, or message information. You can also edit or delete existing tasks.
Calendar View: Month, Week & Day Periods
View tasks in the Editorial Calendar
Click the New Tab icon and navigate to Sprinklr Marketing > Marketing > Plan > Editorial Calendar.
Select the required calendar period from the period selector. Tasks are available in the Month, Week, and Day calendar views.
Click View and select Tasks to display tasks in the calendar.
Use Quick Filter or Add Filter to narrow down the tasks displayed in the calendar.
Click the View Detail icon on a task card to open the task in the third pane.
In the third pane, review task information, such as the assignee, due date, task queue, status, properties, collaboration details, activity details, and task history.
From the third pane, manage the task by editing, deleting, cloning, marking it as a favourite, running a macro, viewing the profile snapshot, or accessing the related message, campaign, or sub-campaign.
Task visibility in the calendar
Each task card displays key information, including:
Task name
Task type
Assigned user
Due date
A coloured status indicator appears on the task card to help identify the task status. Different indicators represent different statuses, such as New, Available, Completed, Approved, or Rejected among others.
The Editorial Calendar displays different types of tasks, such as campaign tasks, sub-campaign tasks, request tasks, asset tasks, and message events.
If multiple tasks exist within the same period, the calendar groups them within the corresponding date column. Click +n more to view additional tasks that are not currently displayed.
In the Week view, if you select Events, Tasks, and Messages from the View menu, the Editorial Calendar displays these entities separately. The calendar first displays Events, followed by Tasks, and then Messages.
Under Sub-Entity Visibility, enable Show Sub-Tasks to display sub-tasks within the calendar view.
Key properties to filter Tasks
Filter | Description |
Task Type | Type of task defined while creating the task. The Sprinklr standard values are - Briefing, Ideation, Approval, Production, Publishing, Optimization, General and Adoption. Custom values can be added if required. |
Task Status | Current status of the task. The sprinklr standard values for status are - Available, Approved, Rejected, In Progress, Partially Completed, Completed, Closed, Cancelled, Future, On Hold, Reassigned, Expired, Finalized, Marked As Reviewed, Failed, and Invalid. |
Task Queues | Name of the Task Queue used to store the tasks. |
Assigned To | Sprinklr user assigned to take action on the task. |
Creator | Sprinklr user who created the task. |
Asset | Asset Class of the entity on which the task has been generated. It can be Profile, Inbound Message, Case, User, Campaign, Media Asset, Outbound Message, Sub Campaign, Request or voice conversation. |
Task Custom Fields | Custom task properties defined in the environment. You can also use these properties to filter tasks. |
Campaign | Name of the Campaign to which the task is associated with. |
Sub-Campaign | Name of the Sub-Campaign to which the task is associated with. |