Creating and using mailing list tasks

You can create a checklist of tasks that remind you of things to do before you send a message. These tasks are displayed in the Notes & Tasks section of your messages.

Opening the workflow tasks page

  1. In the left navigation bar, click List Settings.
  2. At the bottom of the page under Mailing List Tasks, click Add/Edit/Remove Mailing List Tasks.

Adding a pre-existing task to the list

  1. In the Workflow Tasks window, click Add Task(s).

  1. Click the check-boxes for the desired tasks.
  2. Click Add Task(s).

Creating a new task

  1. In the Workflow Tasks window, click Create New Task.
  2. In the Task box, type a name.
  3. Click the Action box, and then select the action you want.
  • Required: If you attempt to schedule a message before completing a task, a warning displays and you are prevented from scheduling.
  • Optional: Generates a warning on the schedule page, but the system lets you send the message without completing the task.
  • Reminder: No warning displays on the schedule page if you fail to complete the task.
  1. Click Save.

Editing or removing a task

Click the Edit or Remove commands for the task.

Changing an enforcement level for a task

Click the Enforcement box and select the desired action.

Moving a task up or down in the list

  1. Click the up or down arrow on the left side of the list.
  2. Upon completion, click Save.