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

[268]

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?

[BérangèreL]

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

[268]

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.