Overview, To-do Lists, and Discussions | Online Help - Zoho Marketing Plus

Overview, To-do Lists, and Discussions

Each project in Marketing Plus has the following components:

Overview

All the information about the project can be viewed from the Overview page. It includes basic information such as the objective, type, owner, list of activities, pending tasks, and a timeline.
  1. Timeline: All the activities that are scheduled for a marketing project will be displayed chronologically. Various marketing activities can also be created directly from the timeline. You can select an activity from the timeline to view the information about it in detail.
  2. Activities: A list of all the activities that are part of a marketing project will be displayed. You can also view stats on these campaigns such as the number of campaigns launched, scheduled, or pending.
  3. Pending Tasks: The total number of pending tasks in a marketing project will be displayed here. These pending tasks can be categorized as Open, In Progress, and On Hold. You can click the values in this section to view all the tasks. 

To-do lists

Tasks can be created for the activities that are created in a project and then assigned to users in your Marketing Plus account. There are four stages:
  1. Open: Tasks that haven't been started yet.
  2. In Progress: Tasks that are currently being worked on by the owner.
  3. On Hold: Tasks that are temporarily paused.
  4. Completed: Tasks that have been successfully completed.
The tasks can be moved to the next stage simply by dragging and dropping them to the right stage.

Creating a to-do list

Tasks can be created from the To-do lists section of a marketing project. It can be associated with an appropriate activity in a marketing project. For example, a task to get the list of early access customers to send an email campaign to for the beta launch can be assigned to the Marketing Executive.
 
To create a to-do list
  1. Go to Brand Studio.
  2. Select a project from the Marketing Projects tab.
  3. Click To-do lists and select Add Task.

  4. Enter the Name and Description.
  5. Click Associate Activity and select an appropriate activity.
  6. Select an owner from the dropdown list.
  7. Specify the due date and click Save

To create a to-do list for an activity
  1. Go to Brand Studio.
  2. Select a project from the Marketing Projects tab.
  3. Select a type of activity from the Activities section.
  4. Select an activity.
  5. Click the Tasks tab.
  6. Click New Task if you are creating the first task for the activity or click Add Task.

  7. Enter the Name.
  8. Select an Owner from the dropdown list.
  9. Specify the due date and click Save

Editing a to-do list

The information about the to-do list such as the name, owner, status, or due date can be edited if required.
 
To edit a to-do list
  1. Go to Brand Studio.
  2. Select a project from the Marketing Projects tab.
  3. Click To-do lists and select a task.
  4. Make the required changes and they will be saved automatically.

Deleting a to-do list

Tasks associated with an activity can be deleted if not required.
 
To delete a to-do list
  1. Go to Brand Studio.
  2. Select a project from the Marketing Projects tab.
  3. Click To-do lists and select a task.
  4. Click the Delete icon in the top-right corner of the window.

  5. Click Yes, Go Ahead in the pop-up.

Discussions

When working on a marketing project, you need to talk to your team to discuss the process, clear up any questions, and decide the next plan of action. You may also want to share files such as presentations, designs, and videos with the team and get their feedback and suggestions.
 
The Discussions tab in a project lets you interact with your team by creating posts. You can also attach files such as videos, presentations, and documents from WorkDrive or upload them from your computer.
 
To start a discussion
  1. Go to Brand Studio and select a project.
  2. Select the Discussions tab.
  3. Click New Discussion and enter your post.

  4. Click Attach Files and select WorkDrive or Browse Files to add files to the post.

  5. Click Post.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                              




                            

                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now











                                                                                          • Related Articles

                                                                                          • Brand Studio - An Overview

                                                                                            Brand Studio is a centralized workplace for a brand where all its marketing campaigns can be created and managed. It's where all the activities such as email campaigns, social media posts, surveys, webinars, SMS campaigns, blogs, and tradeshows can ...
                                                                                          • Is it possible to group to-do lists based on the owner?

                                                                                            Yes, it is possible to group the to-do list based on the owner, status, and the activity. To modify this, click the Group By drop down list and select an appropriate option. 
                                                                                          • Is it possible to get a consolidated list of all the activities along with their status in a marketing project?

                                                                                            Yes, the Overview page of the Marketing Project displays all the activities along with their status such as Launched, Scheduled, and Pending. You can also get the status of all the tasks in a project.
                                                                                          • Access and Navigate

                                                                                            Creating an Account Sign up for Marketing Plus to access the unified marketing platform for all marketing teams. There are two ways you can access Marketing Plus: Sign up for Marketing Plus Sign in with your existing Zoho account Sign up for ...
                                                                                          • View detailed Analytics

                                                                                            Website Activity Various analytics for the website related to a marketing project can be tracked to get an overview of the visitor's behavior on your webpage. You can configure the following types of analytics: Goals: Analyze various key business ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources