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

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
  - 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 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

Tasks statuses

A task exists in different states during its lifecycle, as follows:


Displayed state	Meaning	Possible actions
To do (only you)	Only you can claim this task. The task has not been claimed.	You can claim or reassign the task.
To do (you or others)	You can claim the task; so can any other users that have been assigned as reviewers. The task has not been claimed.	You can claim or reassign the task.
To do (others)	You cannot claim this task. The task has not been claimed.	You can view task details. You can reassign.
In progress (others)	The task has been claimed by another user.	You can view task details.
In progress (you)	You have claimed this task.	Progress the task to completion of the process. You can reassign the task.

Note:

A task cannot be claimed by the creator of the task.
The possible actions listed in the table above will be dependent on the permissions assigned to you by your system administrator.
For tasks that are assigned a status of To do (others), in addition to its details you will also be able to view the task's history as shown in the screenshot below.
The Asset field within the Details section can either be a template or an active content name. When the asset is of type active content, the field Preview Template shows the name of the template used to present active content changes.