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HCL Marketing Operations User's 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.
Editing workflow spreadsheets
When you create a projectCorporate Campaign, Advanced List, or On-demand Campaign, a wizard that is based on the template you selected collects information. After you complete the wizard pages, you can customize the default workflow that is provided by the project template.
Workflow spreadsheet columns
When the workflow displays in spreadsheet view mode (the default view) or in edit mode, data is presented in a spreadsheet of columns and rows. You review and enter information in the spreadsheet cells for each column.
Adding roles and members to tasks
When you create a projectCorporate Campaign, Advanced List, or On-demand Campaign, the workflow automatically includes member and reviewer roles for all tasks if the template you selected provides this information. However, you can edit workflow tasks to assign different roles.
The My Tasks list
HCL® Marketing Operations allows users to view the list of tasks that are assigned to them.

The My Tasks list

HCL® Marketing Operations allows users to view the list of tasks that are assigned to them.

This list is called My Tasks. Each user sees a customized view when they select Operations > Tasks.

On the My Tasks list, you can see all tasks to which you are assigned, which allows you to view tasks across multiple projects. This feature consolidates the information that you would otherwise retrieve by navigating to each project individually, clicking its Workflow tab, and searching for all tasks to which you are assigned.

From this screen, you can perform the following actions.

Get a summary view of all your tasks and approvals.
Mark selected tasks as completed or skipped.
Navigate to the Workflow tab for a task.
Update task properties.
Search or filter the task list by criteria you choose.