Custom fields
6 fields included
| Field | Type | Options |
|---|---|---|
| Channel | Select | SocialEmailPaidContentEvent |
| Campaign | Text | Free entry |
| Launch Date | Date | Free entry |
| Budget | Number | Free entry |
| Asset URL | URL | Free entry |
| Approved | Checkbox | Free entry |
All board templates
Marketing workspace
Marketing template. A complete workflow, ready to adapt.
Marketing teams coordinating campaigns, content, creative reviews, launches, and reporting.
- Workflow stages
- 8
- Custom fields
- 6
- Labels
- 5
- Automations
- 2
- Checklists
- 0
Workflow preview
See how work moves from Ideas to Done.
The template creates a board named Campaigns with the stages shown below. It starts clean, ready for your team’s work.
01Ideas
02Briefing
03Copy / Creative
04Review
05Scheduled
06Live
07Reporting
08Done
Built-in structure
The context your team needs, already attached.
Fields and labels are shared across every board created in this workspace, keeping filtering, Table view, and Portfolio reporting consistent.
Labels
5 ways to classify work
CampaignLaunchEvergreenBrandUrgent
Use these labels to surface work by responsibility, type, or outcome without adding more workflow stages.
Repeatable execution
The process does more than organise cards.
Reusable checklists standardise important work while editable rules handle routine workflow updates.
Workspace automations
- When a card enters "Scheduled", set "Approved" to ticked if it is empty.
- When a card enters "Done", mark it complete.
Open the Marketing workspace
with the structure already in place.
Sign up and choose Marketing during onboarding. Rename, add, or remove anything afterwards.
No card required, 30-day Pro trial, free plan available after it