How to Create a Discussion Task

Tip

A "Discussion Task" provides a space in which users are provided with a topic to which they can leave their own comments. The task is used on campaign pages and is displayed as a link which leads to a comment thread page. Here is a preview of a Discussion Task on a campaign page.

1. 👆 Navigate to Campaigns 👉 Select the campaign of interest from the list.

2. 👆 Click the "Tasks" tab 👉 Navigate to "Tasks".

3. 👆 Click "Add Task".

4. 👆 Select an option in the "Viewing Role" field. This will control who can access and use the task.

Your user account will need permission to set access to "Public" or "All Users".

5. ✍️ Enter the task name and 👆 choose "Discussion" from the "Type" dropdown.

The task name here is usually the topic for discussion.

6. ✍️ Enter task instructions for the end user if required.

The instructions will appear once the user clicks into the task. The text displays below the "Name" of the Discussion task.

7. 👆 Click "SAVE & RETURN".

8. 🥳 The new task is in the tasks list. It can now be added to a Task Group or inserted onto a campaign page.