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HCL Marketing Operations User Guide
HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.
A project organizes all the information that is related to develop and run one or more related marketing initiatives. Projects contain general information, resources, and attachments for the marketing initiative. Projects also typically organize the people who work on the marketing initiative, including who completes which tasks, and the timeline to complete the tasks. Projects can also include budget information. Monitoring features ensure that everyone knows whether the project is completed on time.
After a project exists, users can assign work to people or teams.

Assigning work

After a project exists, users can assign work to people or teams.

Procedure

Go to a project.
Add people and teams to the project. To assign work to an individual or team, they must be members or reviewers of the project.
Assign tasks in any of the following ways:
Click Assign Work By Role () on the People tab of the project to assign all tasks. Tasks are assigned based on user roles.
- Click Find And Replace Task Members () or Find and Replace Task Reviewers () on the People tab to reassign work for certain people or teams.
- Use the Workflow tab to individually assign tasks to users and or teams.
- Click Members/Roles () on the People tab of the project to assign a team.

When users log in, they can act on the tasks that are assigned to them.