About the task pane

When you click on a task in the My Tasks page, the task pane opens on the right and the task's parent object opens on the left. The task pane provides shortcuts to many Unica Marketing Operations functionalities, context for the task you are working on, and tools that allow you to move directly through the workflow.

Depending on the parent object you are working on and permissions, you may be able to do the following tasks by clicking on links in the task pane.

Edit the project's tabs

Add Attachments

Read and post messages

Manage team members and reviewers

Find and replace task owners

Edit the workflow

Edit budget allocations and line items

Edit Tracking

Add a child object or request

Link an existing program, project, or request to the parent object

The task pane also provides context while you work by showing the next task in the workflow (that you have permission to see) on the bottom of the task pane. If you do not have permission to edit it, the task is in view mode. You can also record effort time and write hand-off comments.

The following tools allow you to move through multiple tasks and approvals directly on the task pane.

Save the task to work on later by clicking Save for Later

Mark the task complete by clicking Finish

Skip the task by clicking Skip