Create a Task Macro

Updated 

14 hours ago

Macros are used to execute multiple actions on an entity with a single click. You can apply task macros to tasks to take multiple actions the same way you can with other entity types. Macros allow you to create efficient task workflows, taking multiple actions on a task at once.

While creating Task Macros, you can add Outbound Message, Campaign, Sub-Campaign, and Asset macros as Related Macros. Once you apply task macro, task properties such as standard and custom fields will get updated along with that of the associated entity. Let us say, you have selected Outbound as Related Macro and have set one Outbound Macro to update a certain custom field. As soon as the task macro is applied, both task and outbound fields will get updated.

To Create a Task Macro 

  1. Click the New Tab icon Screen Shot 2017-09-25 at 1.52.25 PM.png. Under the Governance Console, click Macros within Platform Setup.
  2. On the Macros window, click Create Macro in the top right corner.
  3. On the Create Macro window, fill in the required details. Make sure to select Task from the Apply macro on dropdown. For more information, see Create a Macro.
    Selecting Task to Apply Macro on
  4. Under Set Actions, you will find task-specific actions available. For more information, see Task Action Descriptions.
  5. Click Save in the bottom right corner.

Task Action Descriptions

Action Description
Task Actions - Take task-specific action on the message the macro is applied to.
Add Comment Add a comment to the task.
Add Task Queue(s) Select desired task queues to add the tasks to.
Assign Task To Assign the task to another user.
Assign To Me Assign the task to yourself.
Decrease Due Date By Use this action to decrement the due date of the task by units: Minutes, Hours, Days, Weeks, Months, or Years. 
Increase Due Date By Use this action to increment the due date of the task by units: Minutes, Hours, Days, Weeks, Months, or Years. 
Set Task Due Date Set a date as the Task Due Date.
Task Global Properties  Apply distinct properties to the task.

Note

Custom Properties and Workspace Properties may be available if Task Custom Fields have been created.

To Apply a Task Macro in Production Dashboard 

  1. Click the New Tab icon Screen Shot 2017-09-25 at 1.52.25 PM.png. Under the Sprinklr Marketing tab, click Production Dashboards within Production. 
  2. Switch to the Tasks tab from the available tabs. If the Tasks tab is not visible, click +more to switch to the Tasks tab.
    Switching to Tasks Tab
  3. On the Tasks tab, hover over the Options icon  corresponding to a task and select Macro.
  4. Search and select the desired Macro from the available options. A macro with automated actions will be automatically applied.
  5. For a macro with manual actions, fill the required details.
  6. Click Apply.
    Applying Macro on a Task

To Apply a Task Macro from Message Details Pane

  1. Click the New Tab icon Screen Shot 2017-09-25 at 1.52.25 PM.png. Under the Sprinklr Marketing tab, click Production Dashboards within Produce.
  2. On the Production Dashboards window, hover over the Options icon  of any outbound message and select View Details.
  3. On the Message details pane, switch to Tasks tab.
    Tasks Tab in the Message Details Pane
  4. Click the Macro icon Screen Shot 2018-05-31 at 7.55.47 PM.png, search and select the desired macro from the available options. You will receive a confirmation message at the bottom. 
    Applying Task Macro from the Message Details Pane

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