You can assign tasks to your employees that prompts them to take action.

The types of to-do content you can create are:
  • Button Complete
  • E-Signature
  • Play Video
  • View Link
For more information on creating to-do content, see To-do content form.

You can also create to-do content that appears in a banner or styled content. For more information, see Creating to-do content.

Create to-do content

You can assign tasks to your employees that prompts your employees to take action. You can also have the to-do as part of a campagin or trigger additional content once a task is completed. To-dos can also be sent via email.

Before you begin

Role required: sn_cd.campaign_manager

About this task

For example, an Open Enrollment for Benefits campaign can have tasks that appear as to-dos. These tasks prompt employees to sign up for health care.

Procedure

  1. Navigate to Content Publishing > Content Library.
  2. Select New or existing content.
  3. Select To-do under the Select the Platform column.
  4. Select Button Complete, E-Signature, Play Video, or View Link.
  5. Fill in the form.
    For more information on each field, see To-do content form.
  6. Select Submit or Save.
    The Schedule Content related list appears. For more information on scheduling your content, see Scheduling the delivery of content.

    If you want your to-do content to be a link you can add to a banner or styled content, see Add or modify links to other content sources.

    To request your content to be translated into a different language, select the Translate content button at the top. This button only appears when the sn_cd.enable_localization_framework_integration system property is activated. For more information, see Properties installed with Content Publishing.

Creating to-do content

Use Content Publishing to create links between a banner or styled content items and to-dos content items.

The two ways of delivering to-do links are:
  • Scheduled Content (Content Publishing)
  • Campaigns (Content Experiences)

Create to-do links for your banner or styled content items to make it easier to access. Placing to-do links in a banner or styled content makes it highly visible for high priority to-do tasks.

Process for Content Publishing

To create to-do links for a banner or styled content, do the following:
  • Create to-do content: For more information, see Create to-do content.
  • Create link content referencing your to-do content: For details, see Add or modify links to other content sources
    Note: Select To-do in the Type field. And, select the to-do content you created previously from the To-do content list.
    .
  • Create portal content that references your link content.
  • Schedule your content using Content Publishing.
    • Schedule the portal content (banner or styled content).
      Note: Your to-do content automatically schedules when you schedule your portal content (banner or styled content).
    • The to-do scheduled content appears in the To-do scheduled content field after you select Save. Your to-do content also aligns with the schedule of your portal content.
    • The to-do content is automatically scheduled separately when the link content is scheduled.
    • For more information, see Scheduling the delivery of content.
    • The Content Publishing: Create To-dos scheduled job must run before the content becomes available.

Process for Content Experiences (campaigns)

To create to-do links for a banner or styled content within a campaign, you must first have a campaign with stages and content. For more information, see Creating campaigns with Content Experiences. Use the same steps in Content Publishing, but instead of scheduling your content, add it to a campaign stage.
  • Create to-do content.
  • Create link content referencing your to-do link content.
  • Create portal content that references your link content.
  • Add your portal content to a stage/bundle as an activity in your campaign.
    • You can use the legacy lists and forms or the campaign builder UI to add your portal content.
    • For more information, see Create a campaign.
  • If you use the campaign builder UI, you will see the banner and link content.

    Schedule of content view: Portal content and linked content

  • Use Portal preview to view your content. For details, see Campaign preview.
  • After verifying your content, publish it.
    Note: You cannot delete the link content without deleting the banner (parent) content. You also cannot move the link content to another stage (bundle) without moving the banner (parent) content.