[Applies to: Microsoft Dynamics CRM 4.0]

Add a planning task to a campaign

Can I do this task?

1. In the Navigation Pane, click Marketing, and then click Campaigns.
2. Open the campaign you want to add a task to.
3. Under Details, click Planning Tasks, and then on the Actions toolbar, click New.
4. In the Subject box, enter text that describes the task.

   In the box below, you can add specific details about how to complete the task.

5. If needed, specify a new owner for the record in the Owner box. This box is filled automatically with the name of the user who is creating the record. You can click the Lookup button to search for other records.
6. On the Notes tab, click Click here to enter a new note, and add the information that applies to your record.
7. Click Save or Save and Close.

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