The Campaigns page

The Campaigns page (previously called Projects) simplifies campaign management and helps teams collaborate in their marketing campaigns, product launches, digital ad strategies or similar initiatives. It provides a centralized workspace where you can view or create a campaign, edit campaign information, add team members, organize deliverables, assign tasks, and upload files.

To access the Campaigns page in Sitecore Stream, on the navigation menu, click Campaigns. The Campaigns page lists campaign that are created across your organization.

The Campaigns page lists all campaigns within your organization.
Note

Alternatively, you can go to the My day page and navigate to the My campaigns section to access your campaigns.

Campaign views

To open the Overview page, in the Campaign page, click the name of the campaigns.

The upper part of the Overview page is where you can view the campaign's name, status, labels, description and access the settings.

  • In the top-left corner of the Overview page, you can view the campaign's status, name, labels, description, and selected brand kit.

  • In the top-right corner, you'll find the campaign's team members as well as the settings icon , which you can use to edit, delete, or archive a campaign.

  • Below the list of team members, you'll find the campaign's progress bar. The purple fill on the progress bar represents the percentage of task completion, for example 18%. The vertical teal marker on the progress bar indicates the time elapsed for the campaign. For example, being on Day 22 of 61 means the campaign is currently on its 22nd day out of a 61-day duration, ending on September 30, 2025.

By default, the Overview page opens on the Deliverables tab but you can switch to other tabs like Resources and Settings to manage specific aspects of your campaign.

The following sections describe the different tabs under Deliverables.

List

The List tab displays campaign details in a structured format, helping you manage workflow entities, due dates, assignees, statuses, and required actions.

The List tab provides a hierarchical display of deliverables and tasks under the campaign.

On this tab, you can :

  • Manage campaign entities - view, edit, or add deliverables and tasks.

  • Use AI-powered suggestions - to let Sitecore Stream generate deliverables for your campaign, click Suggest deliverables with AI. To generate task suggestions, click Suggest tasks with AI.

  • Filter tasks and deliverables - use filters to view entities by due date, assignee, funnel stage, or status.

  • Expand or collapse deliverables - expand deliverable sections to view tasks, or collapse them to focus on high-level details.

Kanban

The Kanban tab organizes campaign deliverables and tasks on a board, with color-coded columns representing different statuses.

The Kanban tab visually represents tasks within deliverables as cards, which can be moved between columns to reflect their status.

On this tab, you can:

  • View tasks by deliverable - see tasks grouped under each deliverable header, showing details such as names, assignees, due dates, and statuses.

  • Update task status - drag task cards between columns like Not started, In progress, or Completed to reflect progress.

  • Expand or collapse deliverables - expand deliverable sections to view tasks, or collapse them to focus on high-level details.  

Timeline

The Timeline tab presents campaign deliverables and tasks along a horizontal timeline, visually representing durations, deadlines, and progress.

The Timeline tab presents a layout of tasks and deliverables arranged across the campaign duration.

On this tab, you can:

  • Track progress using visual indicators - monitor the status and start dates of tasks and deliverables using color-coded indicators. Vertical colored lines mark the campaign's start and end dates.

  • Filter view by time period - use filters to view the timeline by Day, Week, Month, or Quarter for a clearer overview of schedules. It is set to a Month view by default.

  • See start and end date via tooltips - hover over any bar to display a tooltip showing its exact start and end dates.

  • Adjust duration of a task - drag the ends of any bar to lengthen or shorten it, dates update instantly.

  • Shift a task without changing its length - drag the entire bar to move it earlier or later while preserving its duration.

  • Manage dependencies inline - view dependencies on each task or deliverable bar. Add new ones by clicking the dependency-dots.

  • Expand or collapse deliverables - expand deliverable sections to view tasks, or collapse them to focus on high-level details.

  • Quickly view and edit details - click any task or deliverable to open its full details in the right-hand pane.

Funnel

The Funnel tab organizes deliverables by their intended stage in the marketing funnel: Top, Middle, and Bottom. These stages represent the customer journey, starting with awareness of your brand and leading to a purchase. As customers progress through the funnel, the number of people decreases. Many enter at the top, but fewer reach the bottom.

The Funnel tab helps you align your campaign deliverables with each phase of the customer journey.

The Funnel tab categorizes tasks and deliverables by their stage in the marketing funnel.

On this tab, you can:

  • Identify gaps in the funnel - spot missing tactics or ensure all funnel stages are adequately covered with corresponding deliverables. Add deliverables manually or use AI.

  • View deliverables by tactic - see deliverables grouped under each tactic header, showing details such as names, number of tasks, due dates, and statuses. Deliverables with no tactics assigned are grouped together for easy identification.

  • Update funnel stage - drag deliverables between the Top, Middle, or Bottom columns to change their marketing funnel stage.

  • Use AI-powered suggestions - to let Sitecore Stream generate deliverables for any uncovered stages or missing tactics, click Suggest deliverable.

  • Expand or collapse tactics - expand tactic sections to view related deliverables, or collapse them to focus on high-level details.

Resources

The Resources tab consolidates all uploaded documents and images in one location, making it easy to locate and access campaigns resources.

The Resources tab displays all files and documents associated with the campaigns.

On this tab, you can:

  • Upload campaign files - to add documents and images relevant to your campaigns, click Add resources. These files are specific to the campaign, and different from the files attached to individual tasks.

  • Search and filter resources - quickly find specific files using the search bar, or filter by type, such as Document, or Image.

  • Preview a campaigns file - view file details like names and formats at a glance. To open a preview of an image or to download a copy of a document, click its thumbnail.

  • Delete resources - to permanently delete campaign files you no longer need, click Delete .

Settings

The Settings tab is where Admins can manage a campaign's team membership.

The Settings tab enables Admins to manage a campaign's team membership.

On this tab, Admins can:

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