topic Re: Marketing Campaign Questions: Task Items not showing on User's Task List & not cloning each in Marketing Integrations

Marketing Campaign Questions: Task Items not showing on User's Task List & not cloning each task

268 — Thu, 01 Aug 2024 15:07:50 GMT

Hi,

I'm a fairly new user and I have two questions.

When creating a template for a Marketing Campaign, you are allowed to Create Tasks. However, I have not found the Tasks to show in a new Campaign when cloning a template. I still have to manually enter the tasks. Is there a way?

When creating a Marketing Campaign and assigning tasks to individual users on my team, the person receives an email notification of the task, but it does not populate the individual's Task board. It does populate the Marketing Campaign Task list. Does anyone know how to have the Task show up in each person's Task list?

Re: Marketing Campaign Questions: Task Items not showing on User's Task List & not cloning each

BérangèreL — Fri, 02 Aug 2024 08:18:06 GMT

Hi @268 and welcome to the Community! 🎉
We are so glad to see you here! ❤️

Thank you for asking the Community!

First, I'd like to share this article "Create and assign marketing tasks in the campaigns tool" that might be of interest.

I'd like to invite a couple of subject matter experts to this conversation: Hi @GeorgeBThomas, @CHawkins and @Phil_Vallender do you have workaround or tips to share to help @268, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks a lot and have a great day!

Best,
Bérangère

Re: Marketing Campaign Questions: Task Items not showing on User's Task List & not cloning each

268 — Fri, 02 Aug 2024 12:44:14 GMT

Thank you. I appreciate your guidance to the "Create and assign marketing tasks in the campaigns tool" article. However, it didn't help as I'm already creating and assigning. The two issues I am having are not resolved, but I appreciate your effort.

Re: Marketing Campaign Questions: Task Items not showing on User's Task List & not cloning each

TSiri — Tue, 29 Oct 2024 22:57:59 GMT

I too need this functionality please! I'm boggled that we have "tasks views" but tasks created in the Marketing Campaigns are not listed there?
Monitoring 2 places and multiple "views" to see all tasks & compare their status &/or priority in 2 places seems a little ridiculous at best and inefficient to boot.
A a task created in a campaign should populate in...oh...idk...Tasks...😉🤔

Re: Marketing Campaign Questions: Task Items not showing on User's Task List & not cloning each

MEO2025 — Mon, 28 Jul 2025 20:02:48 GMT

Adding a comment since I'd love to see an option for them to be included in the normal Task feed as well.

Re: Marketing Campaign Questions: Task Items not showing on User's Task List & not cloning each

Victor_Becerra — Mon, 28 Jul 2025 20:14:37 GMT

Hi @MEO2025 Thanks for your comment!

To ensure your question or topic gets the best visibility and a wider range of responses from the community, it's usually best to start a new thread rather than adding to an older one.
A fresh post will help your query stand out to everyone who browses the forum, increasing the chances of someone with relevant insights or solutions seeing and responding to it quickly. Feel free to tag me in the post and I'm happy to get you started.
Best,

Victor