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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.
To change the status of a task
Each new workflow task has a status of Pending. As project managers and participants work on tasks, they update the status to indicate the current progress.
To complete multiple tasks

Completing multiple tasks

Before you begin

You are assigned tasks for one or more projectsAdvanced Lists, On-demand Campaigns, or Corporate Campaigns.

Procedure

Open the Tasks list page to view all of your assigned tasks.
Select the check box for each task you want to complete.
Click Complete Selected.
In the Complete Selected Tasks dialog box, select one of the following:
- Leave all dates as they are. The tasks are marked as complete, but no end dates are modified.
- Set all actual end dates to now. Each selected task is marked complete, and its actual end date field is set to the current date and time.
Click Continue to complete the selected task or tasks, or Cancel to return to the list page without making any changes.

Results

Any tasks that you selected are removed from the Tasks list page, and their status is changed to complete. Additionally, their end dates are set, if you selected that option.