Add a task to a campaign

Create a task to track an activity that needs to be completed as part of a campaign. You can add one or more tasks to organize and track work that supports the campaign but isn't associated with a specific deliverable, such as coordinating meetings, following up with stakeholders, or preparing reports.

You can assign each task to a team member, set its priority and due date, and use comments and checklists to coordinate work.

To create a task within a specific deliverable, see Add a task to a deliverable.

Alternatively, you can create a task from the Tasks page in Strategy and select the campaign you want to associate it with. See Create a task for instructions.

To add a task to a campaign:

1. In the navigation menu, click Strategy.

2. In the left sidebar, click Campaigns.

3. On the Campaigns page, click the name of the campaign that you want to add a task to.

4. On Plan tab, click Create. The task dialog opens.

5. Enter a task name (up to 255 characters), then press Enter.

6. Optionally, click the field below the task name to add a description.

7. In the right-pane, on the Overview tab, edit the following:

   • Campaign - select a campaign to associate with the task, if needed.

     Warning

     A task's campaign assignment is permanent and cannot be changed. If you don't select a campaign when creating the task, you cannot associate it with a campaign later.

   • Status - select Not started, Backlog, Triage, In progress, In review, Pending feedback, Completed, and Cancelled.

   • Assignee - select the team member responsible for the task.

   • Priority - select Urgent, High, Medium, or Low.

   • Due date - select a date from the calendar.

8. Optionally, open the Checklist tab and click Add checklist to track supporting requirements or reviews. See Add a checklist.

Your changes are saved automatically.

9. Click Create. The task appears on the Plan tab.