Use Tasks in MediaOS to Assign Duties
Tasks in MediaOS are used in order to assign duties to either yourself or other users in the following areas:
- Accounts
- Agencies
- Contacts
- Deals
- Contracts
- Line Items
- Ad Requests
- Flat Plan
- Content
- Invoices
- Payments
When building a task, you are able to assign a user to complete the task, a due date, status, percentage completion, and a project. Notes and sub-tasks are also able to use. You are also able to tag other users using the @ sign!
What is the difference between a task and a follow-up?
Follow-ups are only used at the account level, tasks can be used in all of the above areas. Follow-ups are good for quick reminders for sales representatives to contact accounts – tasks are used for more in-depth assignments.
Projects
Projects are collection of tasks. Using projects allows you to compile tasks and segment them using dependencies.