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To view existing tasks, click on Marketing+ > Automation > Tasks. A page will be shown listing all the tasks that have been added to the system.

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The Image Removed and Image Removed toggles indicate if the task is active or not.

Click on the Actions menu on the right of each task to:

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In the Automation > Task path you will find the list of automatic messages you have created.


If the switch in correspondence of a sending is OFF, the automatic sending is disabled, vice versa the automatism is enabled.


For each Task, by clicking on the Actions button you can perform a series of configurations:

  • Edit: edit all the settings of the Task;
  • Create a copy: create an identical copy of the Task (useful for quickly creating a set of Tasks that share the same settings).

Clicking on the search icon in the upper right will bring up the search function.

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To search for tasks, you need to specify at least one of these criteria:

  • task name or description
  • tag
  • status ;
  • Simulate: run a simulation to check how many recipients the Task would reach (this function will not send anything to the recipients);
  • Statistics: check the statistics of the sending of an automatic message;

  • Delete: remove a Task from the list of those available (this operation is irreversible);


By clicking on the + button next to the "SEARCH" button you can do an advanced search within your Tasks by specifying at least one of the available criteria.

  • Name or description of the Task
  • Tag
  • Status (enabled/disabled)
  • type Type of selected action (email/sms/groups)


After defining the criteria, click on "Search" to get perform the resultssearch. If, after running doing a search, you want to restore the full go back to seeing the complete list of tasksTasks, just click on "ResetRESTORE".