Marketing & Go-to-MarketStandard plan and above

Marketing Campaign template

A campaign from brief to launch with channels, content types, approvals, a budget envelope and a launch milestone that moves when anything upstream slips.

Campaign managers and marketing operations leads.

  • 10 views
  • 17 fields
  • 6 groups
  • 16 sample tasks
  • 1 milestone
  • 20 dependencies
  • 6 dashboard widgets
  • 8 workflow statuses
  • 2 automations

Calendar · Calendar view · opens first

What's included

The campaign as a dependency network: brief, objectives and audience feed the creative brief; copy, design and video feed the landing page, email and ad creative; campaign setup and QA feed the final approval and the launch. Every deliverable carries a Channel, a Content type and an Approval state, and the campaign row holds the budget envelope against what its tasks carry. The status flow runs Brief, Planning, Production, Review, Approved, Scheduled, Live, Complete, and the Overview dashboard shows campaign KPIs, impact, upcoming work and budget by channel.

Views

  • Overview (Dashboard)
  • Calendar
  • Board
  • Table
  • Timeline (Gantt)
  • Campaigns
  • Content
  • Approvals
  • Dependencies
  • Impact (Impact Matrix)

Task fields

  • Status
  • Timeline
  • Owner
  • Progress
  • Impact
  • Dependencies
  • Est. effort
  • Planned cost
  • Actual cost
  • Area
  • Campaign
  • Channelcustom
  • Content typecustom
  • Approvalcustom
  • Audiencecustom
  • Asset linkcustom
  • KPIcustom

Groups & campaigns

  • Campaign
  • Planning
  • Creative
  • Digital
  • Paid
  • Launch

Dashboard

  • Campaign KPIs
  • Impact detected
  • Upcoming work
  • Cross-area dependencies
  • Budget by channel
  • Workload

Automation

  • Notify when a task becomes overdue
  • Notify when a task is completed
Workflow

8 statuses that match the work

Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.

  1. Brief
  2. Planning
  3. Production
  4. Review
  5. Approved
  6. Scheduled
  7. Live
  8. Complete
Built-in dependency logic

20 links, so a slip shows up where it lands

The longest chain in the template. Every link is real: the Gantt draws it, the Impact view scores it, and the simulator moves everything downstream when you delay a task.

  1. Campaign briefPlanning · feeds 2 tasks
  2. Objectives and success metricsPlanning
  3. Creative briefCreative · feeds 3 tasks
  4. DesignCreative · feeds 2 tasks
  5. Campaign setupPaid
  6. QAPaid
  7. Final approvalLaunch
  8. Campaign launchLaunch

1 more linked step between these. Delay Campaign brief and Depentra shows the 14 downstream tasks it reaches, the milestones that move, and by how many days, before anyone accepts the slip.

Dashboard

Overview: 6 widgets chosen for this work

Not the same dashboard for every template. This one opens with:

  • Campaign KPIs
  • Impact detected
  • Upcoming work
  • Cross-area dependencies
  • Budget by channel
  • Workload

Use the Marketing Campaign template

Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 10 views are ready. Available on Standard and above.