About this task
On the Tasks page, click
the campaign name, Beta candidates in
this example, to open a list of the tasks assigned to you.
Select one task and click a choice from the list, or use the right-hand panel
and set a choice for multiple tasks at once.
You want to accept for beta testing all the candidates from the marketing and technical departments. You can use the chart in the right-hand panel to filter your records by the Occupation column before you select the tasks and click on YES for your choice.
Optionally, click the email link in the Email column to
open a new window and send an email to the beta candidate about any further
processes related to the beta program.
Note: Email addresses will display as hyperlinks only if you set the semantic type for the Email column to MailTo URL while defining the data model for the campaign.
- Click Validate in the top-right corner of the page to validate the choices you have done on the tasks.
Choices are set, data records are validated and moved from your list. Data records are transitioned to the second step in the workflow where they need to be approved by another data steward or where they are already resolved depending on the workflow defined in the campaign.