# Marketing Board Template - Kanera

> Coordinate campaigns, creative production, publishing, approvals, and launch reporting. See the lists, custom fields, labels, checklists, and automations this free Kanera workspace template sets up.

Canonical page: https://www.kanera.app/templates/marketing

[All board templates](https://www.kanera.app/templates) Marketing workspace

# Marketing template. A complete workflow, ready to adapt.

Marketing teams coordinating campaigns, content, creative reviews, launches, and reporting.

[Use this template](https://board.kanera.app/signup?template=marketing)[Preview the workflow](#workflow-preview)

## What it does

Moves an idea from briefing through production and approval, then keeps scheduled, live, and reporting work distinct.

## Features of this template

- Channel, budget, and launch tracking
- Creative approval status
- Automatic approval and completion

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.

01 Ideas

02 Briefing

03 Copy / Creative

04 Review

05 Scheduled

06 Live

07 Reporting

08 Done

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.

### Custom fields

6 fields included

Field Type Options

Channel Select Social Email Paid Content Event

Campaign Text Free entry

Launch Date Date Free entry

Budget Number Free entry

Asset URL URL Free entry

Approved Checkbox Free entry

### Labels

5 ways to classify work

Campaign Launch Evergreen Brand Urgent

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.

More starting points

## Compare another workflow.

[Development Team Plan product work, bugs, QA handoffs, and releases for an engineering team. See the template](https://www.kanera.app/templates/development-team)[Simple Todo A lightweight workflow for personal work, small teams, admin tasks, and quick follow-ups. See the template](https://www.kanera.app/templates/simple-todo)[Product Team Shape ideas through discovery, design, delivery, validation, and release decisions. See the template](https://www.kanera.app/templates/product-team)

[View all templates](https://www.kanera.app/templates)

## Open the Marketing workspace with the structure already in place.

Sign up and choose Marketing during onboarding. Rename, add, or remove anything afterwards.

[Use this template](https://board.kanera.app/signup?template=marketing)[Browse all templates](https://www.kanera.app/templates)

No card required, 30-day Pro trial, free plan available after it

## Machine-readable resources

- [Kanera AI index](https://www.kanera.app/llms.txt)
- [Kanera documentation index](https://www.kanera.app/docs/llms.txt)
- [Agent discovery guidance](https://www.kanera.app/agents.md)