{"id":4552,"date":"2023-08-01T13:49:33","date_gmt":"2023-08-01T20:49:33","guid":{"rendered":"https:\/\/connectionpoint.com\/help\/?post_type=docs&#038;p=4552"},"modified":"2024-02-05T15:38:18","modified_gmt":"2024-02-05T23:38:18","password":"","slug":"how-to-use-auto-generated-tasks","status":"publish","type":"docs","link":"https:\/\/connectionpoint.com\/help\/docs\/how-to-use-auto-generated-tasks\/","title":{"rendered":"How to use campaign tasks"},"content":{"rendered":"\n<p class=\"has-text-align-center has-pale-cyan-blue-background-color has-background has-medium-font-size\"><strong>Use campaign tasks to guide you to success. Mark them off as you complete them to ensure you don&#8217;t miss one!<\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-white-background-color has-background\">When you <a href=\"https:\/\/connectionpoint.com\/help\/docs\/what-are-tasks\/\" target=\"_blank\" rel=\"noreferrer noopener\">open your tasks<\/a>, you&#8217;ll see a list of suggestions created for you. Which ones you see depend on the campaign layout you chose and how far along you are in your campaign.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"669\" height=\"1024\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Screenshot of a demo campaign&#039;s tasks list, showing the different autogenerated tasks available for use. \" class=\"wp-image-4553 lazyload\" sizes=\"auto, (max-width: 669px) 100vw, 669px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/Task-list-669x1024.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/Task-list-669x1024.png 669w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/Task-list-196x300.png 196w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/Task-list-768x1175.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/Task-list-335x512.png 335w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/Task-list-1004x1536.png 1004w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/Task-list.png 1179w\"><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Important features of this list:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Bold items have not been viewed yet<\/li>\n\n\n\n<li>Click on the checkbox to &#8216;Mark as done,&#8217; &#8216;Snooze,&#8217; or &#8216;Dismiss&#8217;<\/li>\n<\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Click on a task to open. <\/strong><\/p>\n\n\n\n<p>You can mark each task as done, snooze, or dismiss from here as well (1) or scroll through the tasks (2). Each task also has a button to take you to a help center article if you need it (3), plus a button directly to the menu setting you need (4)!<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"746\" height=\"1024\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Screenshot of an opened task for a deep dive in how to use campaign tasks. \n1. The previous\/next arrows at the top right of the task message.\n2. The check, clock, and x icons for marking off campaign tasks after use\n3. The &#039;Having trouble&#039; message and link to helpful articles\n4. Action button.\" class=\"wp-image-4559 lazyload\" sizes=\"auto, (max-width: 746px) 100vw, 746px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/Open-tasks-5-746x1024.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/Open-tasks-5-746x1024.png 746w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/Open-tasks-5-219x300.png 219w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/Open-tasks-5-768x1054.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/Open-tasks-5-360x494.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/Open-tasks-5-1120x1536.png 1120w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/07\/Open-tasks-5.png 1129w\"><\/figure>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>We encourage you to explore these tasks to make the best out of your campaign and all features available. <\/strong><\/p>\n\n\n\n<p>Explore our HUBs for further help on crowdfunding campaign success!<\/p>\n\n\n\n<p><strong><a href=\"https:\/\/connectionpoint.com\/fundraiserhub\/\" target=\"_blank\" rel=\"noreferrer noopener\">Fundraiser HUB for FundRazr, CoCoPay, and PetFundr users.<\/a><\/strong><\/p>\n\n\n\n<p><strong><a href=\"https:\/\/crowdfundr.com\/creatorhub\/\" target=\"_blank\" rel=\"noreferrer noopener\">Creator HUB for Crowdfundr users.<\/a><\/strong><\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Did you know &#8211; you can create your own tasks? Use them as the project manager to ensure important actions are done by your team, or set yourself reminders for the future. <a href=\"https:\/\/connectionpoint.com\/help\/docs\/how-to-create-tasks\/\">This article explains how. <\/a><\/strong><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-0dfbf163 wp-block-group-is-layout-flex\">\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/fundrazr.com\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"FundRazr logo, click to go to platform\" class=\"wp-image-3757 lazyload\" style=\"aspect-ratio:3.443396226415094;width:189px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/FR-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"petfundr.com\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"307\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"PetFundr logo, click to go to platform\" class=\"wp-image-3778 lazyload\" style=\"aspect-ratio:3.3355048859934855;width:173px;height:auto\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-1024x307.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-1024x307.png 1024w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-300x90.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-768x230.png 768w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60-360x108.png 360w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/05\/petfundr_logo60.png 1128w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/crowdfundr.com\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Crowdfundr logo, click to go to platform\" class=\"wp-image-3758 lazyload\" style=\"aspect-ratio:3.443396226415094;width:189px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CF-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image is-resized\"><a href=\"https:\/\/cocopay.co\" target=\"_blank\" rel=\"noreferrer noopener\"><img loading=\"lazy\" decoding=\"async\" width=\"365\" height=\"106\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" alt=\"Cocopay logo, click to go to platform\" class=\"wp-image-3759 lazyload\" style=\"aspect-ratio:3.443396226415094;width:220px;height:auto\" sizes=\"auto, (max-width: 365px) 100vw, 365px\" data-src=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer.png\" data-srcset=\"https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer.png 365w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer-300x87.png 300w, https:\/\/connectionpoint.com\/help\/wp-content\/uploads\/2023\/04\/CCP-logo-for-footer-360x105.png 360w\"><\/a><\/figure>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Use campaign tasks to guide you to success. Mark them off as you complete them to ensure you don&#8217;t miss one! When you open your tasks, you&#8217;ll see a list&#8230;<\/p>\n","protected":false},"author":4,"featured_media":6036,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[58],"doc_tag":[141],"class_list":{"0":"post-4552","1":"docs","2":"type-docs","3":"status-publish","4":"has-post-thumbnail","6":"doc_category-campaign-tasks","7":"doc_tag-campaign-optimization"},"year_month":"2026-04","word_count":211,"total_views":"1348","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Shan","author_nicename":"shan","author_url":"https:\/\/connectionpoint.com\/help\/author\/shan\/"},"doc_category_info":[{"term_name":"Campaign Tasks","term_url":"https:\/\/connectionpoint.com\/help\/help-category\/campaign-tasks\/"}],"doc_tag_info":[{"term_name":"campaign optimization","term_url":"https:\/\/connectionpoint.com\/help\/help-tag\/campaign-optimization\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to use campaign tasks - ConnectionPoint Help Center<\/title>\n<meta name=\"description\" content=\"Use campaign tasks to guide you to success. Mark them off as you complete them to ensure you don&#039;t miss one!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/connectionpoint.com\/help\/docs\/how-to-use-auto-generated-tasks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to use campaign tasks - ConnectionPoint Help Center\" \/>\n<meta property=\"og:description\" content=\"Use campaign tasks to guide you to success. 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