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Tasks make it easy to stay on top of every step in your campaign workflow. Throughout the lifecycle of a campaign, any action that requires your attention—such as reviewing applicants or fulfilling payments—appears as a Task notification.
Each Task tells you exactly what needs to be done. Once you complete the action, the Task automatically clears from your Tasks menu.
Tasks are accessible from both the Dashboard and the left navigation menu.
Task Settings
Tasks are grouped by campaign.
Note: Tasks are automatically enabled for the user who creates the campaign, and disabled by default for other users.
To turn on tasks as a user:
- Open the campaign you want to enable Tasks for
- Open the campaign settings (gear icon)
- Select “Add this campaign to my Tasks list.”
Types of Tasks
Below are all campaign actions that may generate Tasks, how they work, and when they are cleared.
Review Creator Applications
- Appears when: New creators apply to a campaign.
- Selecting the Task: Opens the Applied stage in the workflow.
- Task clears when: Applicants are moved out of the Applied stage.
Fulfill Pre-Payment Incentives
- Appears when: Creators enter the Pre-Payment stage and incentives are ready to fulfill.
- Selecting the Task: Opens the Pre-Payment stage, preselects all creators, and presents the Pay action.
- Task clears when: Creators move to the next workflow stage.
Read Unread Messages
- Appears when: There are unread messages in the campaign inbox.
- Selecting the Task: Opens the campaign’s message folder.
- Task clears when: Messages are marked as read.
Review Drafts
- Appears when: Creators submit new draft content.
- Selecting the Task: Opens the All workflow stage with the Has Drafts To Be Reviewed filter applied.
- Task clears when: All drafts have received feedback.
Review Live Content
- Appears when: Creators submit completed content for review.
- Selecting the Task: Opens the Post Review stage.
- Task clears when: Creators are promoted from Post Review to the next stage.
Fulfill Post-Payment Incentives
- Appears when: Creators are in the Post-Payment stage and incentives are ready to fulfill.
- Selecting the Task: Opens the Post-Payment stage with all creators selected and the Pay action available.
- Task clears when: Incentives are fulfilled and creators move to the next stage.
Retry Failed Payments
- Appears when: A payment through Stripe or Tango Cards fails.
- Selecting the Task: Opens the Transactions tab with the Status: Failed filter applied.
- Task clears when: All failed transactions are successfully resolved.