Creating to-do content

Use Content Publishing to create links between a banner or styled content items and to-dos content items.

The two ways of delivering to-do links are:

• Scheduled Content (Content Publishing)
• Campaigns (Content Experiences)

Create to-do links for your banner or styled content items to make it easier to access. Placing to-do links in a banner or styled content makes it highly visible for high priority to-do tasks.

Process for Content Publishing

To create to-do links for a banner or styled content, do the following:

• Create to-do content: For more information, see Create to-do content.

• Create link content referencing your to-do content: For details, see Add or modify links to other content sources

  Note: Select To-do in the Type field. And, select the to-do content you created previously from the To-do content list.

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• Create portal content that references your link content.

• Schedule your content using Content Publishing.

  • Schedule the portal content (banner or styled content).

    Note: Your to-do content automatically schedules when you schedule your portal content (banner or styled content).

  • The to-do scheduled content appears in the To-do scheduled content field after you select Save. Your to-do content also aligns with the schedule of your portal content.

  • The to-do content is automatically scheduled separately when the link content is scheduled.
  • For more information, see Scheduling the delivery of content.
  • The Content Publishing: Create To-dos scheduled job must run before the content becomes available.

Process for Content Experiences (campaigns)

To create to-do links for a banner or styled content within a campaign, you must first have a campaign with stages and content. For more information, see Creating campaigns. Use the same steps in Content Publishing, but instead of scheduling your content, add it to a campaign stage.

• Create to-do content.
• Create link content referencing your to-do link content.
• Create portal content that references your link content.
• Add your portal content to a stage/bundle as an activity in your campaign.
  • You can use the legacy lists and forms or the campaign builder UI to add your portal content.
  • For more information, see Create a campaign.
• If you use the campaign builder UI, you will see the banner and link content.

• Use Portal preview to view your content. For details, see Campaign preview.

• After verifying your content, publish it.

  Note: You cannot delete the link content without deleting the banner (parent) content. You also cannot move the link content to another stage (bundle) without moving the banner (parent) content.