With this update, managing your campaigns is now even simpler. Throughout the campaign lifecycle, necessary actions to move each campaign along, from reviewing applicants to sending final payments, are presented as Tasks notifications.

Tasks show you exactly what you need to do. When the relevant action is completed, the notification is cleared from the Tasks menu.

Tasks are displayed on the Dashboard and in the left navigation menu.

Adding campaigns to your Tasks list

To get started, enable Tasks for your active campaigns by clicking the campaign settings gear icon and selecting "Add this campaign to my Tasks list."

When you create a new campaign, Tasks will be enabled automatically.

Tasks include the following campaign actions:

Review influencer applications

• Task is presented when: New influencers apply to the campaign.
• Clicking the task: Brings you to the Applied stage of the workflow.
• Task is cleared when: Influencers are moved out of the Applied stage.
• Resource: Reviewing Applicants

Fulfill pre-payment incentives

• Task is presented when: Influencers are in the Pre-Payment stage of the workflow and incentives are ready to be fulfilled.
• Clicking the task: Brings you to the Pre-Payment stage with all influencers selected and the Pay button ready.
• Task is cleared when: Influencers are promoted to the next stage.
• Resource: Fulfilling Incentives in Bulk

Read unread messages

• Task is presented when: There are new unread messages in the campaign inbox.
• Clicking the task: Brings you to the campaign folder of the Messages inbox.
• Task is cleared when: Messages are marked as read.
• Resource: Navigating the Messages Section

Review drafts

• Task is presented when: Influencers submit new draft content.
• Clicking the task: Brings you to the All workflow stage with the "Has Drafts To Be Reviewed" filter applied.
• Task is cleared when: Feedback is indicated on all drafts.
• Resource: Collecting and Reviewing Draft Content

Review live content

• Task is presented when: Influencers complete content requirements.
• Clicking the task: Brings you to the Post Review stage of the workflow.
• Task is cleared when: Influencers are promoted from Post Review to the next workflow stage.
• Resource: Collecting Campaign Content

Fulfill post-payment incentives

• Task is presented when: Influencers are in the Post-Payment stage and incentives are ready to be fulfilled.
• Clicking the task: Brings you to the Post-Payment stage of the workflow with all influencers selected and the Pay button ready.
• Task is cleared when: Influencers are promoted to the next stage.
• Resource: Fulfilling Incentives in Bulk

Retry failed payments

• Task is presented when: A transaction through the PayPal/Stripe or Tango Cards integration fails.
• Clicking the task: Brings you to the Transactions tab with the "Status: Failed" filter applied.
• Task is cleared when: Incentives associated with failed transactions are successfully fulfilled.

Tasks Settings

Tasks are grouped by campaign.

You can enable or disable tasks for each campaign via the campaign settings gear. Tasks settings are unique to each user.

Tasks are automatically enabled for the user that creates a campaign and default to be disabled for other users.