How to Insert a Task / Task Group onto a Page¶

Tip

Tasks in campaigns are anything that the contact can interact with.
Task Groups are used to logically group tasks together and neatly display them in a table format on a campaign page.

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

2. 👆 Click "Web Portal" 👉 Navigate to "Pages".¶

3. 👆 Click on the page of interest to edit it.¶

Inserting a Task¶

4. 👆 Click "Insert" 👉 "Task Link...".¶

5. 👆 Select the task you would like to add to the page from the list. Use the "Type" and "Role" filters or search by task name.¶

Warning

To add a "Task" to the page, the task must first be created:

6. 👆 Click "SAVE AND RETURN".¶

7. 🥳 The inserted task link(s) will now appear on the campaign page.¶

Insert a Task Group¶

8. 👆 Click "Insert" 👉 "Task Group" 👉 Choose the task group from the expanded list.¶

Warning

To add a "Task Group" to the page, the task group must first be created: How to Create a Task Group

9. 👆 Click "SAVE".¶

10. 🥳 The inserted task group(s) will now appear on the campaign page in a table format.¶

Warning

Any tasks added to the task group after inserting it into this page will not display. To get tasks to automatically update on this page, use a Task Tracker Page: Create a Task Tracker Page.