- Log in as a campaign owner.
On the CAMPAIGNS page
click the Reconciling client data
In the list of unassigned tasks, hold the Ctrl +
Shift keys, select the tasks and do one of the
You can use the charts displayed next to the task list to filter data and list only the task you want to assign to a specific data steward.
Point to the data steward to whom to assign the tasks and click next to his/her name.
Drop the selected tasks to a data steward name.
- Select TASK in the right panel and use the Assign tasks option to decide to which data steward to assign the selected tasks.
- Optionally, click the steward's name to open the list of the task assigned to him/her. Click UNASSIGNED TASKS in the top left corner to go back to the list of unassigned tasks and continue assigning tasks to data stewards.
The selected tasks are moved to the list of the data steward. The number of tasks which show under the participant name in the left panel is the number of tasks assigned to him/her in the campaign.