Campaign management

Marketing campaign management takes a lot of planning and collaboration across a team. Instead of constantly asking for status updates across chat, email, or in docs, you can use Asana to keep everyone on the same page—even as your team creates content for multiple channels or works cross-functionally. Asana lets you keep track of next steps, who’s responsible for them, and when they’ll be done. And your team can communicate right alongside the work, so everyone stays up to date on progress and knows what work needs to get done next.

Setting up your campaign management project

  1. Create a project and use a descriptive name like “Fall Brand Awareness Campaign.” In the project descriptionproject description The project description is a place to provide teammates with the goals and overview of a project. Read more you can list the goals, audience, and channels for the campaign.
  2. Navigate to Progress ViewProgress View Progress View helps you track task completion in a project over time and get status updates from Project Owners. Read more under the project header and set the due date for the project as the day you plan to launch your campaign.
  3. From List ViewList View Displays your tasks in a list. List view is the default view for My Tasks, projects, and search views. Read more , add sectionssection Sections let teams organize your task lists. Divide projects or My Tasks list based on category, workflow stage, or priority. Read more to organize your project by timeframe. Just type a colon at the end of a task name.
  4. Add custom fields to the project by clicking the project actions drop-down next to the project header, and then Manage Custom Fields. You can use custom fields to track information about the campaign tasks, like channel, work stage, content type, if it’s an agency asset, etc.
  5. Add project members to the project by clicking the + button in the top right corner in the project header. Invite guests from agencies by clicking the orange + button in the . Inviting a guest to a project gives them access to the entire project, but nothing else in your Organization.

Manage marketing campaigns smoothly in Asana

Visualize your work

Calendar

Visualize deadlines at a glance with the calendar. Drag tasks between dates in the calendar to quickly change the due date.

Progress

As your work progresses, share status updates to keep your team up to speed. Set the status to green, yellow, or red, to let stakeholders know if there are any major risks to the project. The progress chart shows how many tasks have been completed and how many are left, relative to the project deadline.

Files

See all the files attached to any task in the project. See all the creative for a campaign as images and files are attached to tasks.

Do more with your campaign

Use project conversations

Brainstorm or check in with your team with project conversations. Find out who’s blocked, brainstorm ideas as a group, and turn tasks into conversations when an idea becomes actionable.

Brand Awareness Campaign project conversation

Add tasks to multiple projects

Tasks can live in multiple projects. For example, an email blast task could be in your campaign project and in an email marketing calendar project.

Dashboards

Add your campaign project to your Dashboard to follow its progress along with other projects.

Copy projects

Create a project that you can copy for every new campaign. As your team learns from each one, update the template campaign project as needed. From the project actions menu dropdown, select Copy Project and which fields you’d like to duplicate. Voila!

Campaign management in Asana helps your team stay on track, identify blockers quickly, and get great results.

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Asana Lessons

Learn the Asana basics in less than 15 minutes with these quick lessons

Tasks

Tasks Lessons

Track all of your work

3 Minutes

My Tasks

My Tasks Lessons

Always know what to do next

3 Minutes

Projects

Projects Lessons

Work with teammates

3 Minutes

Inbox

Inbox Lessons

Communicate even faster

3 Minutes

You can use tasks to track, collaborate on, and organize all your work.

Tasks can be to-dos, ideas, notes, or reminders.

Assign a task to yourself or a teammate.

Press Tab+M to quickly assign a task to yourself.

Add a due date so your deadline is clear.

Add instructions and expectations in the task description field.

Type @ to link to other tasks, people, conversations, or projects.

When you @mention someone, they’ll be added to your task as a follower.

Followers get notified when new comments or attachments are added.

Add anyone who needs to stay up to date on your task as a follower.

They can always unfollow to stop getting notifications on your task.

Add comments to ask questions or give followers updates.

Heart a comment to let followers know you’ve seen it.

Add relevant files or irrelevant GIFs as attachments.

You can also attach directly from Dropbox, Google Drive, or Box.

Create subtasks to break your task into smaller steps.

When you’ve added a subtask, press enter to add another.

Subtasks can contain all the same details as regular tasks.

Click the comment bubble to add comments or attachments to a subtask.

You can create tasks from any screen using your top bar.

Every Task has a unique URL to easily copy and share.

Congrats! Looks like you’re up to the task.

On to the next lesson!

Always know what to do next with My Tasks.

My Tasks is a list of every task assigned to you.

It makes managing your work simple.

Click on your My Tasks list and start typing to add tasks.

Like a text document, add a new line for each new task or paste in any list.

Forward to x@mail.asana.com to turn your emails into tasks

Asana will translate your email into a task, including your attachments.

New tasks will appear at the top of your list in New Tasks.

Tasks you add to My Tasks are private to you.

Click Make Public to share them with your team.

Prioritize tasks as Today, Upcoming, or Later.

Click on the blue dot next to the task, to quickly sort it.

Mark the tasks you’ll have time for Today.

Teammates can view your My Tasks list to see what you’re up to.

They’ll only see tasks you’ve made public or shared in a project (more on projects later).

Mark tasks due within a week as Upcoming so you can see what will be due soon.

On its due date, your task will move from Upcoming to Today.

Just like magic.

Mark tasks due in more than a week for Later.

They’ll be out of your way until their due date approaches.

Your tasks will move from Later to Upcoming a week before they’re due.

Keep My Tasks prioritized to always know what to work on and what’s coming next.

Now you know how to track and plan your work!

Next, learn how to work with your team in Asana.

Work together on groups of tasks with projects.

Projects help you track and organize the steps in a process or initiative.

Like an event plan, product launch, or editorial calendar.

Like My Tasks, simply click and type to add tasks to your project.

If you have your steps in a document or email already, paste in that list.

Add tasks to your project from email.

View your project’s unique email address from the project dropdown menu.

Add your tasks to other related projects.

Tasks can be included in multiple projects.

Add sections to organize tasks in a list project.

Type : at the end of any task title to make it a section.

Or, add columns to organize tasks in a boards project.

Drag and drop tasks between or within columns to reorder.

Assign your tasks and set due dates.

Never miss a deadline with your project calendar.

Drag and drop tasks on your calendar to change their due dates.

Add everyone who needs to stay updated on your project as members.

Project members will get notified of new conversations, statuses, and tasks.

Post conversations to make announcements or start discussions.

Your post will be sent to all project members.

Use Progress to see how your project is moving forward.

Set a project status to update your team on how it’s going.

The Project Owner will be reminded to set a status once a week.

Open and organize projects from your sidebar.

Favorite projects to pin them to the top of your sidebar.

Click the star button on the left of your project name to favorite it.

Create new projects from any screen using your top bar.

Now you can move your projects forward with Asana.

Just one more lesson before you dive in.

Communicate and coordinate faster with Inbox.

Check Inbox to quickly read and respond to your latest updates.

Inbox will notify you when you have a task due…

and when teammates update tasks, conversations, and projects you follow.

Open and respond to updates without leaving Inbox.

Click an update and you’ll have all the context you need to respond.

Archive updates you’re ready to dismiss.

Click the X that appears on the right of an update to archive it.

Open Archive to move dismissed updates back to your Inbox.

Click the arrow that appears on the right of an archived update to move it back to Inbox.

Unfollow tasks or projects to stop recieving updates about them.

You ultimately have control over all the updates you receive (or choose not to receive 😉)

When you’re ready, you can turn Asana’s Email notifications off.

Most communication with your team can be more easily managed from Inbox. Just remember to check it often.

Congratulations! Now you’re ready to have a great work day with Asana.