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HCL Marketing Operations User Guide
With HCL® Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Workflows
To edit a workflow spreadsheet
When you create a projectCorporate Campaign, Advanced List, or On-demand Campaign, a wizard that is based on the template you selected collects information. After you complete the wizard pages, you can customize the default workflow that is provided by the project template.
About the workflow spreadsheet columns
To add roles and members to tasks
When you create a projectCorporate Campaign, Advanced List, or On-demand Campaign, the workflow automatically includes member and reviewer roles for all tasks if the template you selected provides this information. However, you can edit workflow tasks to assign different roles.
About My Tasks

About My Tasks

HCL® Marketing Operations allows users to view the list of tasks assigned to them. This list is called My Tasks, since each user gets a customized view when selecting Operations > Tasks.

On the My Tasks list you can see all tasks to which you are assigned, allowing you to view tasks across multiple projects. This feature consolidates the information that you would otherwise retrieve by navigating to each project individually, clicking its Workflow tab, and searching for all tasks to which you are assigned.

From this screen, you can perform the following actions.

Get a summary view of all your tasks and approvals.
Mark selected tasks as completed or skipped.
Navigate to the Workflow tab for a task.
Update task properties.
Search or filter the task list by criteria you choose.