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Campaign management template

Drive a marketing campaign from idea to execution.

Includes
Workflow
Summary
Board
List
Calendar
Timeline
Reports
Forms
Automations
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Campaign management board view in Jira WOrk management

Featured product: Jira Work Management

The easiest way for marketing teams to manage campaigns. Learn more

“Work becomes a lot more visible when it’s all in one place with Jira.”


Jeff Lai

Internal Infrastructure, Canva

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Campaign management template

Drive a marketing campaign from idea to execution.

Use template
best for

Marketing

key features

Task planning

Prioritization

Pipeline management

What is a campaign management template?

The campaign management template helps teams manage campaign launches from beginning to end, tracking tasks and deadlines along the way.

What does the campaign management template include?

Board

The Board view provides a Kanban-style visualization of your working process and the status of each task. This allows you to track, organize, and prioritize tasks across columns that represent your workflow.

Backlog screenshot

List

The List view sorts all your project’s work into a single list that can be quickly scanned and sorted by field. You can also use the list to add, edit, and view tasks in your project.

JWM List view

Calendar

The Calendar view helps you visualize and plan work. It makes it easy to see when tasks are due and get a quick glance at the next few weeks and months.

Calendar screenshot

Timeline

The Timeline view provides a Gantt-style chart that can be used to visualize and plan the timing, duration, and dependencies of tasks within your project. It enables you to easily see how long tasks take to complete and when things will land.

Timeline view

Reports

Get a high-level overview of your project's progress, priorities, activities, workload and more in the Summary view. Access a range of pre-configured reports that show statistics for people, projects, tasks, and more.

Timeline view
Workflow window

Customized workflow

Our approval workflow is easy to use and edit to fit your marketing team’s needs and reach your campaign goals.

Chat bubbles

Easy collaboration

Our template offers a central place to add teammates, leave comments, and share important details.

Jira desktop

Deadline tracking

The board and list views are helpful to track progress, see due dates, and identify roadblocks. Use the timeline and calendar views to see the big picture.

How to get started with the campaign management template

This template uses Jira Work Management to help your team plan, collaborate, and execute campaigns.

1. Add your tasks
  

You can choose whether to use the list, board, or calendar view to add items to your to-do list. Keep it simple or get as granular as you want with attachments, priorities, labels, and more.

2. Add start and due dates
  

You can set start dates and due dates to your work items. This gives you visibility over work on your calendar and timeline, ensuring no work slips through the cracks.

3. Assign team members
  

Link team members to each task, so each person knows what they are responsible for.

4. Prioritize and organize
  

You can quickly sort your to-do list by priority to help you tackle your highest priority items first and stay on top of your most important tasks.

5. Automate work
  

Wherever possible, let the robots do the work. You can set up simple no-code automations to keep your work aligned, set reminders, and connect to your tools like Microsoft Teams, Slack and more.

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