- View the list of campaigns
- Find a campaign from the list
- Manage the display and columns
- Quickly update campaigns
View the list of campaigns
Rights required : View a campaign
You can access the list of campaigns via the entry Campaigns since
Main menu. You can also access it via a notification about a campaign.
The campaign list gives you an view the campaigns on your platform. You can click on a campaign to view it and make any necessary changes. Edit a campaign.
You can also use this list to create a campaign. Create a campaign
Find a campaign from the list
There are several ways to find one or more campaigns in the list.
This button is used to sort :
- in ascending order on first click (down arrow)
- in descending order on second click (arrow up) A third click on this button removes the sorting.
Sorting is performed on the header of a list in the application: list of views, users, projects, etc.
This button allows you to perform a quick search by label, displaying only those items that contain a particular keyword.
Manage the display and columns
You can switch view the selector above the search bar.
You can change the width of the columns by dragging and dropping each column border to the left or right.
You can reorder the columns by clicking and holding on a column and dragging it before or after another column.
To add new columns, click the button Manage columns to the right of the list.
By default, the view : label, status,
Start date,
End date
Here are the columns available by default:
Code
Creator : The user who created the campaign is recorded.
Creation date
Start date
End date
Modification date
Description
Next reminder
Reminder
manager
Assigned roles
status
Quickly update campaigns
Rights required :
Edit a campaign
View a campaign
Using users (to assign campaign managers)
Consultation of a project to which the user is assigned (to be able to select projects within the scope)
Viewing attributes in the project or
View attributes in platform administration and
Using attributes for project management (to select attributes to enter as part of the campaign)
Portfolio consultation (to use the portfolio filter portfolio the scope)
To be designated as manager automatically grants these permissions.
You can edit certain fields directly in the list, such as the campaign end date or its statusAssets or Completed).