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Tracking Tasks in an Activation

Updated by Dan

If you created tasks in your Activation settings, you can access the Track Progress Workflow step. Here, you can see how creators are progressing through their tasks, upload content for creators, and move content between Activations as needed.

What You'll Need

How to Do It

You can access this step by navigating to Program > Activations > Your Activation > Workflow > Track Progress.

You can track and manage creator content for the Activation from this workflow step. If creators have social network tasks, such as Instagram posts or TikTok videos, they'll be pulled in automatically to the Activation based on the hashtags and mentions you specified in the Tracking & Deliverables module.

If you assigned creators any custom tasks or if creator content wasn't automatically synced, you can manually upload content for creators here. You can learn more with the section Manually Uploading Content.

Manually Uploading Content

While we highly encourage that creators connect their social networks and tag their posts wherever possible so your network tasks pull in automatically, you may find that you need to manually upload content for creators to complete their tasks.

Note: The requirements to upload differ with each type of task. File uploads must be 500 MB or less and in one of the following formats: MOV, MP4, PNG, JPG, JPEG, GIF, DOC, DOCX, PDF.

Creators can also learn how to manually upload their content with our help article Manually Uploading Content.

1. Hover over the creator you want to upload content for and select the Add Content row action.

2. Select which task you want to upload content for, or No Task if you simply want to upload content for them.

3. Add the content. For social network tasks (such as Instagram posts or Reels and TikTok videos), you must provide both the content file and the post URL. The Apply button stays disabled until both have been added. You can also enter the post's metrics, such as views and other stats, at this step.

4. Select Apply.

Good to know: If you can't select Apply, it is almost always because either the file or the post URL is still missing. Add both and Apply will become available. Metrics you enter manually are captured at the time of upload and will not continue to update automatically afterward.

The creator's content is now associated with the Activation and selected task.

Instagram Stories

Instagram Stories can't be added as a Story, and they can't be pulled in automatically once they've expired. To track a past Story, either upload the Story file to an Instagram Post or Instagram Reel task (adding the URL and metrics as described above), or have the creator submit the Story insights through their Live Site. If you paste a Story URL that has expired or is no longer available, GRIN can't retrieve it, so upload the file manually instead.

Row Actions

You can use row actions to work with an individual creator. Hover over a creator to display other row actions. They are:

  • View Content: Preview the creator's content.

  • Add Content: Upload content for that creator's task. See Manually Uploading Content for more information.

  • Remove Content: Remove any content for the creator.

  • Add Note: Write a note for that creator.

  • Send Email: Compose and send creators an email.

  • More Options:

    • Add Paid Amplification: Generate a TikTok invite link so the creator can participate in Paid Amplification. See Amplifying TikTok Content for more information.

Bulk Actions

If you want to manage multiple creators at once, you can use the available bulk actions. To display bulk actions, select the checkbox next to each creator you want to update.

The available bulk actions are:

  • Tags: Edit the selected creators' tags. Learn more with Managing Tags.

  • Sequences: Add creators to an existing email sequence. Learn more with Sequences.

  • Send Email: Compose and send creators an email.

  • Edit:

    • Set Relationship Stage: Update creators' relationship stages. Learn more with Managing Relationship Stages.

    • Set Custom Property: Update creators with custom properties. Learn more with Creating Custom Properties.

    • Change Owner: Update the assigned GRIN user for the selected creators.

  • More Options:

    • Send Alert: Send creators an alert. You can learn how to set these up with White Labeling the Creator Experience.

    • Export: Download a CSV file of the table.

    • Pause Content & Reporting: Stop tracking creators' content posts, conversions, and other metrics for this Activation.

    • Unpause Content & Reporting: Resume tracking.

    • Remove Proposal: Permanently remove creators and their proposals from the Activation.