With many assets, team members need to create the same set of tasks each time they’re included in a deal. For example, a rights holder might have five standard tasks to complete for every sponsored social media post. Entering all those tasks would get tedious quickly.
Activation flows automate the creation of common tasks to save time. Use them to quickly set up a list of tasks. If you need to make any adjustments, the process is streamlined.
Important: Before you can use an activation flow, an admin for your org must create and publish a template.
Applying a template
Begin by opening an individual deal. Ensure that the correct assets have been added to it. Then, select the gear icon and choose Activation Flow from the menu.
This will open the activation flow page. If there is an activation flow template for an asset in the deal, draft tasks will be listed for that asset. These templates can also contain deal-level tasks.
In this example, there are activation flow templates for two of the deal’s assets. Draft tasks are created for them. The “:30 Spot” asset did not match a template, so no draft tasks are created for it.
There are also two deal-level tasks. Even though the “Finalize invoice” task is included in both templates, the task is only created once per deal.
Each draft task can be edited on the activation flow page. Click on any field to change it. Since there’s no need to open each task separately, this is a much faster way to review and edit tasks.
Just like in the normal Add Task window, the Subject and Due Date are required fields. A template may include a default due date, but you can change it if needed.
To add task members, click the icon on the task’s line and select the appropriate team members. (Note that you cannot add non-team members to a task on this page.) A template can include default task members, but you can change this as appropriate.
You can also click the + icons to add additional tasks for any asset (including those that don’t match a template) or the deal.
If a particular task should not be created, use the trash can icon on its line to remove it.
Finally, click the Generate button and confirm to create the tasks.
You’ll be returned to the deal overview page. Tasks which you are a member of will be shown in your to do list.