Tasks and Jobs

With tasks and jobs you mark events and to-dos for marketing activities in the calendar:

Task: Tasks are created and used only within the Planner. These tasks do not have a defined workflow.
Job: Jobs have a workflow and are processed using this workflow. You can create jobs on the element in the Planner.

Note

The Job Manager module must be activated for you to create a job from the Planner. You must also have the permissions required to create a new job.

Note

It is also possible to link existing jobs to existing planning activities in the Job Manager. You can also create planning activities in the Marketing Planner and link a job to the created element. For more information, please refer to the Job Manager user manual.

When you create and edit a job in the Planner, you must note the following:

You can edit the job data sheet from the Planner only in the dialog box that opens.
The status of the job must be edited in the Job Manager. The status is only displayed in the Planner.
You can only create the completion date in the Planner. It can only be further edited in the Job Manager.

The system administrator can configure whether the person responsible for a task is informed of the upcoming due date by e-mail. The administrator defines the number of days before the due date and the time of day to send the e-mail. If you have any questions, please contact your system administrator.

Properties

Action	Description
Name	Enter the name of the task or job in the input field.
Date	Define the date on which the task is to be completed.
Status	Select the status of the task from the dropdown list (open, in progress, done, planned, paused, or canceled).
Symbol	Select the icon used to display the task in the planning area of the calendar view.
Responsible person	Select the user that is responsible for the task from the dropdown list. The selected user - if this is set up - is informed about the task by e-mail.
Notes	Enter additional information about the task or job in the input field.
Type	Specify whether it is a task or a job: Simple task: it is a task. All other entries: You select a job type and create a job.
Workflow	If it is a job, select the workflow that will be used to process the job.

Actions for Tasks

You can right-click a simple task to access a context menu with the following functions. Note that you may not see all entries if you do not have the appropriate permissions.

Note

Note that jobs do not have a context menu, as editing is done entirely in the Job Manager.

Action	Description
Details	This opens the Edit task dialog box for the task.
Bulk selection	Select precedent timelines/tasks: This selects all of the tasks/timelines for the planning activity that are dated earlier than the selected task/timeline. Select subsequent timelines/tasks: This selects all of the tasks/timelines for the planning activity that are dated later than the selected task/selected or current timeline.
Move	You change the date of a task or move the task on the timeline using drag and drop.
Change Marker	You change the icon with which the task is represented in the calendar.
Change Status	This changes the status of the task.
Selection Assistant	You need the following actions if you work with groups in the calendar. For more information, see Section Groups. Open: This opens the Selection Assistant. Add: You add the task to the Selection Assistant. For more information, see Section Groups.
Group	You need the following actions if you work with groups in the calendar. For more information, see Section Groups. Create group: The selected tasks and timelines are grouped together. Only visible if multiple timelines, tasks or jobs are marked in the calendar. Merge selection: The selected tasks and timelines are added to the selected groups or multiple groups are merged into one group. This is only visible if several groups are marked. Exclude from group: The selected tasks and timelines are excluded from the group. This is only visible if the task is part of a group. Ungroup: The selected groups are dissolved. This is only visible if one or several groups are marked. Open Group Manager: This opens the Group Manager.
Select task	Note: This is only visible if there are several task icons on top of each other in the calendar. This opens a dialog box in which you can select one of the overlapping tasks.
Delete	This deletes the selected task.
Groups	Probably only a few users will access all planning activities in your system. In most systems, access to the elements is divided according to criteria such as responsibility for product areas or regions. The Group attribute shows for the element which groups have access to it.