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Sales, marketing, and fundraisingStandard plan and above

Marketing Campaign Plan template

Campaign workflow from brief to launch: approval status, channels, asset links, budgets, and launch dependencies.

Use this templateCheck the Standard plan
Starter tasks
13
Grouped into 5 groups
Milestones
1
Rendered as diamonds on the timeline
Dependencies
15
Pre-linked, so delays propagate from day one
Views
5
Installed and ready on first open

What this template gives you

Plan a campaign end to end: strategy and briefing, content production, review and approval, launch, and reporting. Every deliverable carries an Approval status (Pending, Approved, Needs changes), a Channel tag (Email, Social, Paid, Web), an asset link, and a budget, with dependencies wiring production into approval and approval into launch, so a slipping video moves the launch milestone automatically. Ships with a campaign table, Gantt timeline, board, and dashboard, plus automations that alert the owner about overdue deliverables and notify assignees when work is approved complete.

Workstreams

  • Brief to launch workflow
  • Approval tracking
  • Channel budgets

Groups it creates

Tasks arrive already sorted into Strategy & Briefing, Content Production, Review & Approval, Launch & Distribution, and Reporting.

Exports

Anything in this template exports to Excel, PNG, PDF.

How it looks

The calendar view, with the template’s dates and deadlines already on it.

Custom columns installed
  • ApprovalDropdown · 3 options
  • ChannelDropdown · 4 options
  • Asset linkLink
  • BudgetCurrency
Views installed
  • Content calendar
    Tasks and milestones on a monthly calendar
  • Campaign plan
    Spreadsheet-style task register with custom columns
  • Timeline
    Timeline with dependencies and propagated delays
  • Board
    Kanban board grouped by status
  • Dashboard
    Customisable widget dashboard: KPIs, charts, risks, workload
Automations switched on
  • When a task becomes overdue, notify the project owner
  • When a task is marked complete, notify its assignees

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Start with Marketing Campaign Plan

Create a project, pick this template, and the tasks, columns, and views are already in place. Available on Standard and above.

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