Updated
Marketing Campaign
Plan and run a marketing campaign from brief to results.
Illustrative workflow
Step 1
Planning
Confirm the required inputs and owner before moving to the next stage.
Step 2
Creative
Confirm the required inputs and owner before moving to the next stage.
Step 3
Approval
Confirm the required inputs and owner before moving to the next stage.
Step 4
Live
Confirm the required inputs and owner before moving to the next stage.
Step 5
Wrap-up
Check the agreed completion conditions before closing the work.
Stages
Applying this template sets up your project's workflow with these stages, ready before you add a task.
Default Tasks
These starting tasks come pre-loaded — edit, remove, or add to them freely once the project exists.
Plan ownership before you start
For each starting task, agree an owner, a realistic due date and the evidence required for acceptance. The template gives you a structure; it does not estimate the effort or confirm availability.
Download the task checklist (CSV)Opens in spreadsheet apps. Owner, date and completion-evidence columns are blank for your plan. This download does not import tasks into the app.
Frequently Asked Questions
Can I track budget on this template?
There's no dedicated budget field, but the budget label lets you tag and filter budget-related tasks within the project.
Can stakeholders approve tasks without full access?
Yes — invite a stakeholder with Viewer access so they can see the Approval stage without being able to edit the project.
Is this template available on the Free plan?
Yes — all built-in templates are available on every plan, including Free.
Put this workflow into practice
Connect the campaign brief to asset owners, production stages and approval dates.
Content Calendar Workflow: From Brief to Published Work
A content calendar workflow connects each publishing date to an owned brief, draft, review and release check. Track production status separately from the target date so a scheduled item is not mistaken for a ready item.
ExploreHow to Write a Project Brief With Measurable Scope
A project brief defines why the work matters, what will be delivered, who is accountable and how completion will be judged. It creates a reviewable starting agreement before detailed planning begins.
ExploreProject Status Report Template: Progress, Risks and Decisions
A project status report summarizes progress toward an outcome for a stated reporting period. Include completed deliverables, upcoming commitments, risks, changed dates and decisions needed, with an owner for each follow-up.
ExploreUse the Marketing Campaign Template
Free plan available — no credit card required.