Procedure
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On the Campaigns page, click the campaign which holds the
tasks you want to reopen.
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On the menu bar, use the combinations to open the list of the tasks which are transitioned to the final state in the workflow.
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In the right panel, click Tasks and expand Reopen
tasks.
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From the Selection list, select to reopen all the tasks or
only to reopen the tasks you select in the list. If you have set a filter on the
tasks, you can select to reopen the filtered tasks.
Tip: From the task list, hold the
Ctrl or
Shift keys to select multiple
tasks. On Mac, hold the Cmd or
Shift keys.
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From the Target state list, select one of the following:
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New to send the tasks back to the initial state.
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To validate to send the tasks back to the second state in the workflow.
The To validate option is available only if the workflow has three states.
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Optionally, enter in the Comment field an explanation of the decision to reopen the selected tasks and transition them back in the workflow.
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Click Submit.
Results
The tasks are removed from the list and transitioned back to the initial state in the workflow or to the validation state based on some rules:
- If the current participant is allowed to access this state, the tasks remain assigned to him/her.
- If the target state has only one participant, the tasks remain assigned to this participant.
Otherwise, the tasks are unassigned.
