How-to Use the Campaign Management Template

This template will help you to maximize your revenue and ROI across all channels with an optimized campaign process and full visibility into campaign performance all in one place. It can enable you to:

When you open the Campaign Management template in your workspace, you'll see these three folders:

Here, you'll find everything you need to get started with this template quickly, in an easy to navigate Board view. See the Stuff to try (for newbies) section? Try these out! And drag each tasks to the Tried it! section when completed. There's also a Need help? section if you need further assistance. It includes a link to this very guide to make sure you can get started with the template easily.

This is where the tasks you interacted with in Quick Start Guide will bear fruit. If for example, a request form was used, the result will be added to this location. Think of this folder as the foundation of the template. All tools included in the template, such as calendars and dashboards will be populated from the data in this folder.

Campaign Requests folder

Campaigns can be added to this folder in two ways. You can simply add a Campaign Project custom item type, or fill in the New Campaign request form.

Active Campaigns folder

Once you are ready to start working on a campaign you can move it to the Active Campaigns folder.

Completed Campaigns folder

In this folder, you will find your completed and archived campaigns for future reference.

Looking to learn how the pros use Wrike? This folder shows you a real-world example from a certified Wrike pro who has personalized this template to fit their organizational needs. Think of this folder as what you could do (with just a little elbow grease) to streamline your entire work across your teams.

The Campaign Management template includes a number of customized tools to help your team work effectively.

Gantt Chart

If you would like a bar chart/visual breakdown of campaign dependencies, milestones, and other details, use the Gantt Chart.

Calendar view

The Calendar view is ideal for checking on and editing time sensitive tasks and projects.

Active Campaigns calendar

With this calendar you will be able to keep track of the important dates within campaigns that are currently active.

Campaign Tracker Dashboard

In this dashboard, you will find three key sections:

• Critical Campaign Milestones: this widget shows you the milestones for each of the campaigns in-progress

• Active Campaigns: here, you can find all of the open and in-progress campaigns

• Overdue: this will show you all of the tasks within your Active Campaigns that are late, or behind schedule

My Productivity Dashboard

This brings all of your to-dos, from pending approvals to blocked tasks into this easy-to-use personalized productivity board.

Custom item types

Custom item types allow you to create fully customizable task- and project-based item types that can be tailored to the needs of your whole organization or specific departments and teams.

In this template, there are six custom item types available that you can easily include in a new or in-progress project. As these custom item types are also task types, you can add them to your Active or Completed Campaigns.

New Campaign request form

You can use this request form to create a new project in the Campaign Requests folder.

Workflows

This template includes two workflows, one for tasks and one for projects.