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.

Follow along with the article to build your own marketing campaign project, and take a look at other resources directly below.

Resources for creating marketing campaign projects Link
Asana-created template Use template
An online course Register for Asana Academy

How to create a marketing campaign 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. Once you have tasks in the project, start to plan out your entire campaign schedule with Timeline.
  5. Add custom fields by clicking the blue Add Custom Fields link at the top of your project. 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.
  6. 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 top bartop bar The top bar appears at the very top of Asana above the header. Read more . Inviting a guest to a project gives them access to the entire project, but nothing else in your Organization.
  7. Once created, save your project as a template by clicking the project header dropdown and selecting Save as a Template. You can update the template to reflect new learnings every time your team completes a campaign.

Manage marketing campaigns smoothly in Asana

Learn how InVision uses Asana to manage campaigns

Now that you’ve set up your campaign project, learn more about managing it by watching how InVision manages campaigns with Asana.

Visualize your work

Timeline

Create project plans that show how each piece of your project fits together, and adjust your plans as work changes to hit your deadlines with Timeline. Use start and due dates to see how they factor into the overall campaign schedule and ensure deadlines are realistic. If you need to move tasks them, just drag and drop them to adjust your plan. You can also make sure that doing so doesn’t impact any dependencies.

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.

Tips for managing your marketing campaign project

Email forwarding

If you receive requests by email, use the Asana for Gmail Add-on or Outlook app to easily turn these emails into tasks. If you use a different email client, you can forward emails to Asana at x@mail.asana.com to turn them into tasks. You can also forward emails to specific projects.

This is helpful to keep all action items and communications about the campaign in Asana, while still communicating with any agencies, customers, etc. via email. If your team still uses email for work requests and general communications, follow along with the Guide to help your team move communications into Asana.

Keep track of multiple campaigns with a Portfolio

Many marketing teams run multiple campaigns simultaneously, whether for themselves or clients. Instead of trying to keep tabs on all campaigns separately, marketers can create a project portfolio to see the real-time status, priority, deadlines, and owners of all their campaigns in one view. This helps you easily spot when something might be off track and save time trying to hunt down information about how the campaign is going.

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.

Create a campaign template

If you tend to follow the same set of steps for your campaigns, save your project as a template so you can save time creating the project, and not miss any steps. Each time you run a campaign, incorporate your learnings into a template. That way, you can avoid repeating the same mistakes and make your plan even stronger for next time.

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

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Work together on groups of tasks with projects.

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Just one more lesson before you dive in.

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