Planning & Workflow Hub

Assign tasks to your campaign team, add content to your diary & create detailed marketing plans.

25 articles in this collection
Written by Iain Hagger and Priscilla Martins

Planning & Workflow Hub

What is the Planning & Workflow hub?

Written by Iain Hagger
Updated over a week ago

Planning & Workflow Hub Filters

How to use the filters in the right hand side filter panel

Written by Iain Hagger
Updated over a week ago

Show or hide Diary Events/Tasks & Tasks that I own

How to show/hide Diary Events/Tasks & Task that I own

Written by Iain Hagger
Updated over a week ago

Diary or Task Event?

What's the difference between a Diary Event and a Task Event

Written by Iain Hagger
Updated over a week ago

Setting Up

Setting Up Planning Campaigns

How to set up CampaignAmp to start using the Planning & Workflow Hub

Written by Iain Hagger
Updated over a week ago

Diary

Creating a Diary Event

How to add a Diary Event into CampaignAmp

Written by Priscilla Martins
Updated over a week ago

Delete a Diary Event

How to delete a diary event

Written by Priscilla Martins
Updated over a week ago

Colour by Campaign

Switch the Diary and Scheduler to colour events by campaign

Written by Priscilla Martins
Updated over a week ago

Diary Event Action Panel

How to activate and then use the actions in the Planning & Workflow action panel

Written by Priscilla Martins
Updated over a week ago

Moving a Diary Event

How to move a diary event by dragging it or expanding it

Written by Priscilla Martins
Updated over a week ago

Diary Date Range

How to show a day, week or month in the Planning & Workflow hub

Written by Priscilla Martins
Updated over a week ago

Create a Release Planner Report

Create a week by week Campaign Plan that can be easily shared with your teams

Written by Priscilla Martins
Updated over a week ago

Exporting the Diary

Export your campaign diaries to add them to iCal or Google Calendar.

Written by Priscilla Martins
Updated over a week ago

Import a Calendar

Import a calendar from iCal or Google Calendar

Written by Priscilla Martins
Updated over a week ago

Scheduler

Adding Diary Events and Tasks to Scheduler

How to Add Diary Events and Tasks directly in the Scheduler

Written by Priscilla Martins
Updated over a week ago

Task Event Action Panel

Do more with Task Events

Written by Priscilla Martins
Updated over a week ago

Change the date range in Scheduler

How to change the date range you are looking at in Scheduler

Written by Priscilla Martins
Updated over a week ago

Tasks

Create a Task

How to create a Task Event in CampaignAmp

Written by Priscilla Martins
Updated over a week ago

Task Email Notifications

How email notifications work with Tasks

Written by Iain Hagger
Updated over a week ago

Editing, Deleting & Completing a Task

How to update or delete a Task

Written by Priscilla Martins
Updated over a week ago

Adding a comment to a Task

How to add a comment to a task

Written by Priscilla Martins
Updated over a week ago

Using Filters

How to use the filters in the Tasks tab

Written by Priscilla Martins
Updated over a week ago

Team

Teams

The concept of teams in CampaignAmp

Written by Iain Hagger
Updated over a week ago

Create a Team

How to create a new team in the Planning & Workflow Hub

Written by Priscilla Martins
Updated over a week ago

Edit & Delete a Team

How to edit or delete a team in the Planning & Workflow Hub

Written by Priscilla Martins
Updated over a week ago