📖 How to use this template

A working plan for one integrated marketing campaign, from the brief to the thirty-day review. Six phases, four gates, and a launch-day checklist. The sample is a gated-report campaign running 1 September to 12 November 2026.

1. Duplicate this project into your own organization (dropdown next to the project name, then Duplicate)
2. Fill in the Campaign brief document before anything gets produced: the goal, the audience, the offer, and the number that defines success
3. Move Campaign goes live to your real launch date, then drag the other phases around it
4. Swap the worked example for yours. It is a gated-report campaign, so if your offer is not a report, rename the deliverables and the channel list. The phases and the gates stay the same
5. Give every task in phase 1 a named assignee, then delete whatever you will not do. A template you never prune turns into a guilt list

The four gates

The milestones are the gates, and they are the point of the whole structure. Brief approved holds production until the brief is signed off. All creative approved and locked stops late changes. Campaign goes live is the date every phase above works backwards from. Thirty-day results reviewed is where the campaign gets judged on the number.

How it is organized

• Six sections, one per phase, from brief to retro. Every phase that needs a gate ends with a milestone.
• Tags mark which function owns the work: Content, Design, Web, Paid Media, Social, PR, Sales Enablement, Data, Legal. Assign real people on top of these.
• Four sublists give each function its own queue without splitting the plan: Content team, Design team, Web and Paid, plus a Launch-day checklist that collects only the tasks that must be true before you publish. Open that one the morning of launch and work top to bottom.
• Custom fields carry the campaign data: Channel, Budget, Target, Actual, and Launch-critical.
• Statuses run To-do, In progress, In review, Completed, with Blocked for work waiting on somebody else.

Two habits that do the rest

Fill in Budget, Target and Actual as you go, which turns the Channel plan and results Insight into a scoreboard nobody had to rebuild in a spreadsheet. And tick Launch-critical on anything that would stop a go-live.

The two tracking views, and which does what

They are different tools and it is worth not confusing them.

The Dashboard tab is the visual one, built from widgets, and it is what you open in the Monday check-in. Add these, in this order: Approvals and Requests (the approval loop is what actually delays campaigns), Blocked Tasks, At-Risk Tasks, Upcoming Tasks, Project Health, Member Workload, and Tasks Created vs. Completed. That is seven, which is the Professional plan's limit; on Premium add Task Status Distribution and the Deadline Calendar.

The Channel plan and results Insight tab is the numbers one. It aggregates Budget, Target and Actual across the campaign.