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.

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