Add an Action to a Campaign

You can create an action to log a completed task against a campaign, or a future task for a member of the team to undertake.

To add an action to a campaign:

1. Navigate to the campaign.
   You can search for campaigns in the Activity Zone. Alternatively, you can access campaigns that you are assigned to in the Campaigns dashpart in the Personal Zone. If the Campaigns dashpart is not displayed, click to add it.
2. Click the Actions tab.
   If the Actions tab is not visible on the header band, click more to display additional menu items.
3. Click Add Action.
4. On the Action Add window, enter the details of the action.
   All mandatory fields are highlighted in red. For information, see Contents of the Action Add/Edit Screen.
5. Click Save.