Read Time: 4 minutes
Discover how automated and custom To-Do's keep your campaigns running on schedule. Learn how PubSuite assigns, tracks, and progresses campaign tasks with To-Do's.
What is a To Do?
What is a To Do?
A To-Do is an automatically generated action item linked to your campaign workflow. Each To-Do is assigned to the relevant team member/ user role based on the stage of the campaign and the specific requirements of the product. These tasks help keep everyone on track and ensure the right actions happen at the right time.
What happens when I mark a To Do complete?
What happens when I mark a To Do complete?
When you mark a To-Do as ‘complete’, the platform will treat the task as finished, regardless of whether the action has actually been carried out. This triggers the workflow to progress to the next To-Do and associated action, which will then become active.
If you’re using Forecaster, it will also update to reflect the completed To-Do and shift focus to the next step in the sequence.
Please note: Some To-Dos cannot be manually marked as complete. These are linked to required actions that must be fulfilled before the workflow can continue.
Can I check if a To-Do has been actioned by my team or my Advertiser?
Can I check if a To-Do has been actioned by my team or my Advertiser?
Yes, you can. All users have access to the entire To-Do suite for any Campaign.
Navigate to the To-Do tab of your campaign and toggle between:
My To-Do’s: These are the to-dos that are assigned to you
Publisher To-Do’s: These are all the To-Dos for your internal Team
Advertiser To-Do’s: These are all the To-Do’s assigned to your Advertiser team
All To-Dos: End-to-end list of the To-Dos for the campaign
Each view will show you which To-Dos have been completed, which are upcoming, and those that are currently active.
What does it mean when a To-Do is overdue?
What does it mean when a To-Do is overdue?
PubSuite designed your timeline for you based on the data you input. Using this timeline, your To-Do’s will automatically be assigned a date for completion, so you reach your target live date.
When a To-Do is ‘overdue’:
It means that the assigned user has not completed their action, and your campaign may be at risk of being behind schedule (from what was set initially)
This activates reminder email notifications that get sent out to the user that the To-Do belongs to.
What is a Custom To-Do?
What is a Custom To-Do?
A Custom To-Do is a To-Do that you create yourself. This functionality allows you greater flexibility of setting reminders and tasks both for yourself, the rest of your Internal Team or your Advertisers.
If the standard suite of To-Do’s isn’t covering a specific task you want actioned, then you can create a custom To-Do. For example, your Advertiser may need to submit additional assets by a specific date. You can create a custom To-Do to notify them on that date to add in the assets you need.
Another great use for custom To-Do’s is for adding in reminders for your daily tasks. For example, you can add a To-Do for yourself to do an EOD email to your team members, giving them a summary of the progress on the campaign.
Need more help?
Contact PubSuite Support via the chatbot button located in the lower-right corner of your screen.