Add a planning activity to a campaign

Can I do this task?

  1. In the Navigation Pane, click Marketing, and then click Campaigns.
  2. Click the name of the campaign that you want to add a planning task to.
  3. Under Related, click Planning Activities.
  4. Under List Tools, on the Activities tab, in the Records group, click Add New Activity, and then click Task.
  5. 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.

  6. 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 Lookup button to search for other records.
  7. Under Information, click Notes and Activities. In the Notes section, click Add a new note, and add the information that applies to your record.
  8. Click Save or Save and Close.

Related Topics

Work with Campaigns and Campaign Templates

Managing Campaign Activities and Planning Tasks

Creating the Product Catalog

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