Defining Task Tools

Tasks represent actions that must be performed. Within PeopleSoft Marketing, tasks are associated with campaigns, collateral, and offers, and are assigned to appropriate team members as a reminder to do a certain thing at a certain time. When a task is assigned to a campaign team member, a notification is added to the team's worklist when it is time for the team to perform the task.

Task shells enable you to define common tasks one time and reuse them whenever needed. Task sets enable you to combine several commonly used tasks into a group that you can reuse.

To define task shells, use the Task Shell (RA_TASK_SHELL) component.

Use the Task Shell page (RA_TASK_SHELL) to define task shells.

Navigation:

Set Up CRM > Product Related > Marketing > Task Shell > Task Shell

This example illustrates the fields and controls on the Task Shell page.

On the Task Shell page, search for an existing task shell or add a new value. To add a new task shell, select a task shell type. Select Campaign to define a task shell associated with campaigns. Select Content to create a task shell associated with collateral. Click Add to access the Task Shell page, where you can define the task.

To define task sets, use the Task Sets (RA_TASK_GROUP) component.

Use the Task Sets page (RA_TASK_GROUP) to define task sets.

Navigation:

Set Up CRM > Product Related > Marketing > Task Sets

This example illustrates the fields and controls on the Task Sets page.

On the Task Sets search page, search for an existing task, set or add a new value. To add a new task set, select a task shell type. Select Campaign to define a task set associated with campaigns. Select Content to create a task set associated with collateral. Click Add to access the Task Sets page, where you can define the set.