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Projects & Campaigns
Projects & Campaigns
Projects, tasks, marketing campaigns, custom setup, dashboards and Assets.
Projects
Create a project
Manage project contributors
Upload and manage files in a project
Discuss work with your team
Project and social message statuses
Link related projects
Import projects in bulk
Test email subject lines
Create and use project templates
Tasks
Create and assign tasks
Set up recurring tasks
Create subtasks
Create and use task templates
Automate tasks with task rules
Require approval on tasks
Marketing campaigns
Plan a marketing campaign
Create and use marketing campaign templates
Custom setup
Create and manage custom project types
Create custom statuses
Create custom fields
Set up request forms
Dashboards and views
Use the Kanban Dashboard
Use Table View
Use the Team Management Dashboard
Assets
Find and preview files in Assets
Upload and organize files in Assets
Delete and restore files in Assets
Share or download files from Assets
