Before you begin
You are part of the campaign and
have been granted the role to access the tasks at the right state in the
workflow.
Procedure
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On the Tasks page, click the name of the campaign which
holds the tasks.
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On the menu bar, use the combinations and to open the list of the tasks which are transitioned to the final
status 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.
-
Click Submit.
The tasks are removed from the list and transitioned back to the initial state in
the workflow or to the validation state.