Tasks on a Marketing Program in Marketing Planning and Operations

Marketing managers add and track tasks on a program to assign work across the team and follow everyone's progress in one place.

Required Editions

View supported editions

Tasks capture the work that supports a marketing program and assign it to the people who carry it out. You add and track them on the program's Tasks tab, in a list view or a Kanban view, the same way you work with any Salesforce task.

To track every task assigned to you in one place, use the My Tasks card on the home page of the Marketing Planning & Operations app. The card lists your assigned tasks, both open and completed. Each teammate sees their own assigned tasks on their card.