How to set up a campaign
A campaign spans teams and holds the projects working towards one date. Create one, then attach projects to it.
A campaign is the top level of planning: a named, dated thing that projects in different teams point at. Autumn drop, Black Friday, the spring wholesale season. For where it sits relative to projects and tasks, read What are projects and campaigns? first.
Before you start
Creating and editing campaigns is an admin job in most workspaces, a step above projects. That is on purpose, because a campaign is workspace-wide and a project belongs to one team.
If Campaign is absent from your Create menu, that is the reason.
How do you create one?
Create next to your workspace name, then Campaign. The New campaign dialog asks for a Campaign name, a Start date and a Target date.
You can also create one without leaving what you are doing, from the Campaign picker on any project's Properties card. That is usually how the first one gets made.
How do you put projects under it?
From the project rather than from the campaign. Open the project's Overview and set Campaign on its Properties card.
A project belongs to at most one campaign, and the picker reads No campaign when it is empty.
You can also set it while creating a project, in the New project dialog. See How to start a project.
Where do you see a campaign?
A campaign has no page of its own. It shows up in four places, each answering a different question:
- As a band across the roadmap, with its projects nested under it. This is the main one.
- As a blue megaphone marker on its target date on the company calendar.
- As a property on each project that points at it.
- In the breadcrumb at the top of any task inside one of those projects, reading department, project, campaign.
That last one is quietly the most useful. Somebody looking at a single task can see what launch it belongs to without going anywhere.
How do you see everything happening in one campaign?
Open the roadmap and set the grouping to Campaign, then use the campaign filter in the header to narrow to one.
You get every project under it as a bar, with its milestones as diamonds and a Today line down the chart. That is the closest thing to a campaign page, and it is covered in How to use the roadmap.
How do you change a campaign's dates?
Drag its band on the roadmap, which moves the start and target together, or edit the dates directly.
Dragging a band is an admin action, the same as creating one. Somebody without that right sees the band and cannot move it.
When is a cycle the better fit?
When you want a repeating time-box rather than a named piece of work.
A campaign is a thing with a launch date that ends when it ships. A cycle is a fortnight, and next fortnight there is another one. They coexist: a task can be in the Autumn drop campaign by way of its project, and in this fortnight's cycle at the same time.