HCL TECHNOLOGIES ABOUT US PRODUCTS & SOLUTIONS RESOURCES CONTACT US

Home
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.
Workflows
To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.
When you view the workflow on a timeline, you can update the task status and scheduling information and add attachments.

Timeline view mode

When you view the workflow on a timeline, you can update the task status and scheduling information and add attachments.

The Workflow tab timeline view presents a view of the tasks for a projectList, On-demand Campaign, or Corporate Campaign over a period of weeks or months. To display tasks on a timeline, click Timeline View ( Stepped and shaded bars ).

For more information, see Post Task Update dialog or Starting an approval process from view mode.

To customize the timeline view, click Layout ( Grid with pencil Protractor, ruler, pencil ) on the Workflow tab. You can customize the timeline view in any of the following ways:

Choose weeks or months as the time scale.
Select the dates to plot: Actual/Forecast or Target.
Select captions for timeline bars.

For more information, see Spreadsheet or timeline view customization.