How to Create a Task Page¶
Tip
This page can be used to display a single task to a user. Here is a preview of the Task page from a campaign contact's view.
1. 👆 Navigate to Campaigns 👉 Select the campaign of interest from the list.¶
2. 👆 Click "Web Portal" 👉 Navigate to "Pages".¶
3. 👆 Click "Add Page".¶
4. 👆 Select an option in the "Accessible To" section. This will control who can see the page.¶
Your user account will need permission to set access to "Public" or "All Users".
5. ✍️ Enter the page name and choose "Task" from the "Type" dropdown.¶
6. 👆 Choose the task from the dropdown list.¶
Warning
To save a Task Page, a "task" must be selected. To select a task, a task must exist within the campaign - see:
7. 👆 Click "SAVE".¶
8. 🥳 The Task page will now appear in the list of pages.¶
