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EhP1 – Task list in Campaign Management

Pieter Rijlaarsdam, 11 januari 2012
Enhancement pack 1 for SAP CRM topics seem to be popular lately. Apparently, many of you are upgrading.

Another feature delivered in EhP1 for SAP CRM is the ability to maintain a task list in campaign management. A logical addition to the module, as often, marketing campaigns require planning an monitoring of planned actions.

The planned task list is delivered in an assignment block called ‘Campaign To-Do’s’, which pretty much describes the function of the list. The idea is this contains manual actions to be performed to make the specific campaign to a success.


As you can see in the screenshot, the to-do list is supported with a Due-status-icon, so items that are due can be seen quickly. The to-do’s can be easily (even automatically) assigned to an employee, so the activity also shows up on his personal tasks list (in the calendar).

The to-do list also supports a function called ‘suggested tasks’, which suggests tasks based on the campaign type and current status of the campaign. This allows you to schedule tasks per status and automatic assignment of employees.

Pieter Rijlaarsdam

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