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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 of which you are part.

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 of which you are part.
- Tasks list view
- Claiming tasks
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 the accuracy of pre-populated data, or enter missing data before the communication is edited.
Editing communications
This describes the editing options that allow you to create 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 that 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 test, staging and production environments.
Notices

Working with tasks

You can view and claim tasks assigned to you or a group of which you are part.

From the Home page you can view all the tasks that have been assigned to you, or tasks that are available for selection in the Tasks pane. More detailed information can be viewed by selecting the Tasks

icon from the navigation bar on the upper part of your screen. In both the Tasks pane and list views, status information is presented. Refer to Claiming tasks for further information.

A task is assigned to you or a group you participate through predefined workflows. A task will be created and assigned to you if you are have been specifically designated or, if you are part of a group assigned to the workflow step.