This article explains how to create a task in Tivian Communicate XI (CXI) for managing communication campaigns. Tasks are to-do items visible only to the creator and administrators, helping to organize events and set reminders. The process involves selecting ‘Task’ from the ‘Add New’ options in the Campaign section, then filling out details such as title, notes, date, and reminders.
Information
Note: You must be added to the Communicate Journey team and hold the permission status of Owner or Editor to create new messages. Read more about team access and permissions here.
About tasks
A task is a way to help you manage your communications campaign and add to-do items to your schedule. You can add events to your timeline, like live meetings and trips, then set yourself reminders ahead of time, for example, “buy plane tickets.” Tasks are only viewable to you and those with admin access.
Tip: Consolidate your campaign scheduling on Tivian Communicate XI (CXI) so you and your team all stay on the same page.
Create a task in your CXI campaign
- From the Campaign section, click on Add New.
- A pop-up window will appear.
- Select Task from the Type options to the left, and click Create.
- A new task template will appear.
- Click on the Notes tab and edit the following:
- Message Title: This is the title of the task you will see in your campaign overview. You can name it around the message or the content experience you are communicating about. Only visible to administrators.
- Notes: A place to give additional context for the asset. These notes are only visible to administrators.
- Then, click on the Properties tab and edit the following.
- Date: Select the date when the task is scheduled.
- Reminder: Set a date you’d like the system to email you a reminder about this task.
- Save it. And that’s it!
FAQ
Who can create tasks in Tivian Communicate XI?
Only users added to the Communicate Journey team with ‘Owner’ or ‘Editor’ permission status can create new messages, including tasks.
What information can I include in a task?
You can include a message title, notes for additional context, a scheduled date for the task, and a reminder date for when you want to receive an email notification about the task.
Who can see the tasks I create?
Tasks are only viewable to you (the creator) and those with admin access to the campaign.