Tasks

Articles

(8)
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Task Assignee Governance

Users have the ability to define Assignee Restrictions while creating tasks, restricting control over who the task can be reassigned to. Assignees can be listed according to specific requirements, whether by User / User Groups, User Defined in Custom Field(s), or Task Queue(s). How does it work?  Na

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Tasks

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How do I enable / disable Future tasks

In this article, you will learn how to enable or disable future tasks on a workflow.To enable future tasksClick the New Tab icon. Under Sprinklr Marketing → Marketing tab, click Workflow Engine within Produce.In the top right corner of the Workflow Engine window, click Create New Workflow.On the Cre

Task

Workflow Engine

Knowledge Base Article

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Tasks

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Checklist for Tasks 

In many cases it is not feasible to have multiple tasks as different steps as one task might have certain steps of completion, hence the ability to have a checklist for certain tasks with multiple steps.  How does it work? A task can be created by clicking on “Publishing options” from the task bar p

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Tasks

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Actions on tasks

Below are some of the actions that you can perform on individual Tasks from the Third Pane, Production Dashboard, or Editorial Calendar:​#TermDescription1MacroAllows users to apply pre-configured actions on a Task using Macros. Click on the Macros option and select your desired macro. You can apply

Task

Workflow Engine

Knowledge Base Article

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Tasks

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Tasks Third Pane - Collaborate

When you open a Task in the third pane, you can access in-depth information about the task and collaborate with other team members through messages on the task.To Navigate to Task Third PaneOpen the My Tasks Dashboard via the Production Dashboard. On the Production Dashboards window, hover over t

Task

Workflow Engine

Knowledge Base Article

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Tasks

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Task Third Pane - Overview

When you open a Task in the third pane, you can access in-depth information of the Task including the task overview details and the entities it is associated with.  To navigate to Task Third PaneOpen the My Tasks Dashboard via Production Dashboards. On the Production Dashboards window, hover over

Task

Workflow Engine

Knowledge Base Article

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Tasks

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Task Third Pane - Properties

When you open a Task in the third pane, you can access in-depth information about the task including the task’s properties and the entities it is currently associated with. To Navigate to Task Third PaneOpen the My Tasks Dashboard via Production Dashboards. On the Production Dashboards window, hov

Task

Workflow Engine

Knowledge Base Article

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Tasks

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Tasks Third Pane - Activity

Sprinklr allows you to track the activity on a task via the tasks third pane.How it worksOpen the My Tasks Dashboard via Production Dashboards. Open the third pane of the task you would like to check the activity on.Go to the activity tab, where you can see the trail of activities or actions taken

Task

Workflow Engine

Knowledge Base Article

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Tasks

Workflow Management

Workflow Engine Basics

Track Actions

Flow Actions

Workflow Management

Notifications

Task Management

Workflow Actions

Advanced Workflow

Define Tasks in Workflow

Advanced Task

Task Notifications

System Actions

Task Actions

Tasks

Automate your Workflow

Getting Started with Tasks

Troubleshooting & FAQs

Task Management

Creative Management

Automated Ads

Marketplace

Content Templates

Rule Engine & Automation

Reporting and Analytics

Collaboration and Notifications

Audience Management

Editorial Calendar

Projects and Portfolios

Request Management

PM FAQs

Persona Apps

Getting Started

Email Marketing

Getting Started with Sprinklr Marketing

Automations

Brief Templates

My Tasks and My Team Task

Integrations

Production Dashboards

Campaign Management

Content Planning & Publishing

Journey Facilitator

Reporting & Analytics

Sprinklr Marketing Glossary

Ads Publishing

Social Channels

Programmatic Channels

Cross Platform Integrations

Lead Management

Reporting & Analytics

AI Powered Optimizations

Ad Comment Moderation

Audience

Governance

Admin Settings

Automation & Creation

Creative Library