Appeal Mailing Tasks

A mailing task is a job required in preparation for an appeal mailing. You can assign tasks to staff members involved with the mailing, such as to prepare the mailing for production. To view the tasks associated with a mailing, select the Tasks tab of the mailing record.

Under Tasks, you can view the tasks associated with the plan, grouped by owner. For each task, you can view its subject and due date. An exclamation point appears next to tasks that are past their due dates. Completed tasks appear with a checkmark. To update the information in the grid, click Refresh List.

To view additional information about a task, select its row in the grid. The row expands and displays information about the selected task, such as status and any additional notes. For a completed task, you can view its completion date.

You can select whether to display completed tasks or only tasks that are due to be completed by this week or this month. To filter the grid, click Filters on the action bar, select the criteria of the tasks to view, and click Apply. To remove the filter, click Reset.

From the grid, you can add and manage the tasks of the appeal mailing.