Campaign To-Dos

You use campaign to-dos to see at a glance which tasks need to be performed when a campaign achieves a particular status

Prerequisites

To use this function, you must activate the business function Marketing Productivity (CRM_MKT_PRD).

You have made settings for campaign to-dos in Customizing for Customer Relationship Management, by choosing: Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Campaign To-Dos Define Campaign To-Dos End of the navigation path

You have defined the campaign types and campaign status to which the campaign to-dos apply in Customizing for Customer Relationship Management, by choosing: Start of the navigation path Marketing Next navigation step Marketing Planning and Campaign Management Basic Data Define Types/Objectives/Tactics End of the navigation path

Features

For a particular campaign type and campaign status, the Campaign To-Dos assignment block lists the tasks to be performed for that campaign.
You can see whether a task is mandatory or optional, and the importance attached to it.
You can add new tasks (tasks not defined in Customizing) to existing tasks, or delete tasks that are no longer necessary.

Note
You cannot delete mandatory tasks. However, if you delete an entire campaign, all campaign to-dos assigned to that campaign are deleted too, regardless of status.

End of the note.
You can add suggested tasks. These are optional tasks defined in Customizing.
When you change the campaign status and save your entries, the Campaign To-Do list updates accordingly.