The Checklist helps you to better plan your work and implement new CDP and Marketing Automation processes. In a convenient to-do list format, it gathers in one place the advanced actions you should implement for better results while working with the CDP platform. The checklist also allows you to create your own to-do list.
To use SALESmanago Checklist, activate the module by clicking on the bell icon in the upper right corner of the screen, and then select the relevant tab.
Marketing Insights → Checklist
Contents
- Basic information
- Your checklist
- Your tasks
- Filtering
1. Basic information
Checklist is an easy-to-use list of tasks to complete. It consists of two tabs:
[1] Your checklist tab contains more advanced actions to implement when working with the CDP platform.
When implementing the platform, it’s also a good idea to take a cue from the simpler steps. You can find a list of basic actions in the Get Started section of the Main Dashboard.
First steps in the SALESmanago system >>[2] Your tasks tab contains a list of tasks to complete, self-created by the person using the system.
2. Your checklist
The checklist shows both pending tasks [1] and completed tasks [2]:
To change the status of the task, check or uncheck the box next to it.
3. Your tasks
Your task list is initially empty. To use it, enter your own tasks.
To do so, select New task [1], type in the task [2] and confirm with enter.
The Your Tasks list also shows tasks not completed [A] and completed [B]. Additionally, you can delete tasks from the list. To permanently delete the selected task, click on the trash icon [1] next to it.
4. Filtering
The system stores all tasks, including those marked as completed. To switch between views, click the drop-down menu [1] and select the appropriate option: All [A], Completed [B] or Uncompleted [C].
IMPORTANT: At any time, you can change the status of any task from Completed to Uncompleted and vice versa. To do this, you need to check or uncheck the completion box next to the selected task.