Home
Tasks
Participate in predefined processes that manage the lifecycle of communications from design to delivery using predefined workflows.
Claiming tasks

EngageOne Compose
Create customized communications based on templates for optional review and approval using predefined workflows.
Tasks
Participate in predefined processes that manage the lifecycle of communications from design to delivery using predefined workflows.
- Working with tasks
  You can view and claim tasks assigned to you or a group you are part of.
- Tasks list view
- Claiming tasks
  - Tasks statuses
Communications
A communication is created from a template and delivered to your customer at the end of the communication's life-cycle.
Templates
Templates are used as a base to create your final customer communication.
Editing and confirming data
Where data is pushed through the system, you may need to verify for the accuracy of pre-populated data, or enter missing data before the communication is edited.
Editing communications
Editing options allowing for creating and edit your customer communication using the selected template.
Selecting delivery options
Delivery options can be made up of one or more delivery channels and are configured by your EngageOne administrator.
Awaiting Delivery
Lists all documents that have been submitted for delivery but have not been delivered.
Search Archive
The Search Archive pane allows you to search documents from a selected database and view them based on communication type or month.
Design Review and Approval
Design Review and Approval provides a framework to ensure new and existing templates and active content are subject to quality control as part of a structured review and approval process.
Workflow and template management
This section describes the management of workflow and template processes.
Administration
Systems Administration and Community Administration options.
Asset promotion
Asset Promotion facilitates the promotion of assets between a test, staging and a production environments.
Copyright

Claiming tasks

A task is assigned to you or a group you participate in through a predefined workflow. A workflow consists of a sequence of connected steps to be applied to one or more communications. Each step in the workflow defines the users/groups that can approve the step. Depending on how the approval is configured a single user or all users must approve. A task will be created and assigned to you if you are have been specifically designated as approver or you are part of a group assigned to the workflow step.

By claiming a task, you are indicating that you will be performing the task. Tasks remain on the task list as long as there are additional users who are eligible to perform it. Tasks that only need one person to approve will be removed from all other users task list, however if all of the users in group must approve a task, then it will remain until all approvals have been made.

To claim a task: clicking on the task's name instructs the system that you have claimed a task. If you have clicked on the task in error or decide not to go forward with the process, click Cancel Review.