This task requires permissions that are found in all default marketing security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Marketing Permissions
In the Navigation Pane, click Marketing, and then click Campaigns.
Click the name of the campaign that you want to add a planning task to.
Under Related, click Planning Activities.
Under List Tools, on the Activities tab, in the Records group, click Add New Activity, and then click Task.
In the Subject box, enter text that describes the task.
In the box below, you can add specific details about how to complete the task.
If needed, in the Owner box, enter a new owner for the record. By default this is set to be the creator of the record. Click the Lookup button to search for other records.
Under Information, click Notes and Activities. In the Notes section, click Add a new note, and add the information that applies to your record.