CRM Blog

Sunday, December 14, 2008 - Posts

Modifying the Planning Tasks View on a Marketing Campaign
by Shelley Lane 12.14.08

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Each Campaign created using the CRM Marketing Module can have Planning Tasks associated with it. Sorting for the default view of these Planning Task is on the column Name. For many, it may make more sense to sort this view by Due Date, with those Due in the nearest future (or past) at the top of the list (ascending).

Simple, right? We'll just follow the examples in the Microsoft Team Blog post, and.... Wait a minute! There's no "Planning Tasks" view - anywhere. Now what?

Well after looking through various possibilities, The Planning Tasks view under Campaigns actually uses the "All Tasks" view. Modifications to the All Tasks View will be reflected in your list of Campaign Planning Tasks.

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