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P ROGRAM WI TH ASANA
S I N ASANA | PG 1

The ultimate guide to

managing marketing
campaigns with Asana
 PG 2

Table of
Contents
Meet the Asana . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Create campaign templates . . . . . . . . . . . . . . . . . . . . 4

Track important campaign details . . . . . . . . . . . . . . . 5

Keep your campaign schedule on track . . . . . . . . . 7

Share regular status updates . . . . . . . . . . .. . . . . . . . . 8

Monitor campaigns in a central portfolio . . . . . . . .9

 PG 3

Meet the Asana

This guide brought to you by…

S UP ER P O WE R S

• Leading the lifecycle marketing team’s

e-commerce and sales-driven campaigns.

• Overseeing demand generation, adoption,

upgrade, and retention marketing campaigns

• Leading campaign strategy for Asana, and

creating visibility across the company

• Working cross-functionally with sales,

customer success, product, and design orgs to
Reigan Combs make the most of every campaign produced

Head of Lifecycle
Marketing I M PACT :

• Oversees the execution of 45 campaigns each

quarter

• Scaled team 150% in a year

• Increased campaigns by 130% year over year

 PG 4

1 Save time
with campaign
templates
As a marketer, you manage a wide range of campaigns with varying levels of
complexity and cross-functional dependencies. To standardize the execution
process and cut down on planning time, we recommend creating campaign
templates. Templates ensure your team is always prepared with the correct
campaign framework and work-back plan. As you establish best practices
and discover more effective campaign tactics, you can adapt your templates

over time to reflect these learnings.

T IP: Create an Asana template by importing your campaign

spreadsheet with our CSV importer. You can also select a pre-
made template from the Asana template library.
 PG 5

2 Track important
campaign details
Managing an end-to-end marketing campaign requires
meticulous attention to detail. Your team needs to coordinate
details like messaging, channels, timing, creative, and more
to make sure the campaign goes off without a hitch. You also
need to be able to report on the progress of these details to
key stakeholders and collaborators throughout the planning
and launch process. We recommend capturing and tracking
all of your campaign information with custom fields so you
can easily search for and surface it throughout the planning
process.
 T H E U LT I M AT E GU I D E TO M ANAGI NG M AR K E T I NG CAM PAI GNS I N ASANA | P G 6

Here are some examples of custom

fields our team uses often:
Campaign phase: This field helps your team organize and
prioritize tasks through different phases of work and is
especially useful for longer term campaigns.

Priority: This field identifies launch-blocking tasks so your

team is aligned on highest priority work.

Creative needs: This field shows what type of creative work

a task needs, like design, copy, animation, etc.

Approval stage: This field allows you to see exactly where

assets are in the approval process so there’s no confusion
about final approvals and feedback. You can turn on
notifications for this field to get updates as it moves
through stages.
 T H E U LT I M AT E GU I D E TO M ANAGI NG M AR K E T I NG CAM PAI GNS I N ASANA | P G 7

3 Keep your
campaign
schedule on track
Try as you might to keep multiple campaigns on schedule,
some tasks may not be completed on time. When this happens
you need a way to pinpoint overdue work across all of your
campaigns so you can quickly follow up with collaborators and
adjust workback schedules accordingly. We recommend using
advanced search to create an overdue task report so can see
all outstanding tasks in a single view. From there you can easily
click into each task to ping the assignee for an update or help
unblock work so your team can stay on track.

T IP: For a single campaign, you can also use Timeline

to see overdue tasks and reshuffle due dates to stay on
schedule.
 PG 8

4 Share regular
status updates
With so many moving pieces, you’re bound to get questions
about how things are going. Instead of providing status updates to
individual team members, we recommend keeping them in the loop
by publishing weekly or bi-weekly status updates in your project’s
Progress tab.

Keeping progress updates centralized in Asana ensures everyone

knows how your campaign is tracking and allows you to proactively
flag at-risk or blocked work before it affects your deadlines. And
because your stakeholders are already project members, publishing
an update will automatically notify all of them at once.

T IP: Control how many notifications stakeholders

receive by either adding them as project members or @
mentioning them in comment threads.
 T H E U LT I M AT E GU I D E TO M ANAGI NG M AR K E T I NG CAM PAI GNS I N ASANA | P G 9

5 Monitor multiple
campaigns in a
central portfolio
As you begin planning multiple campaigns at once, you’ll
need a way to stay on top of status updates and bandwidth
across your team and projects. Instead of calling endless
check-ins or guessing, we recommend creating a central
portfolio to organize and monitor all of your team’s
campaigns in one place.

With Portfolios, you’ll get a high-level view of each

campaign’s progress, recent status updates, and your team’s
bandwidth—all in real time and based on actual project data.

T IP: Raise your program’s visibility by sharing portfolios,

status updates, and team workloads with executives.
 T H E U LT I M AT E GU I D E TO MHANAGI
O W ASANA MNT
NG C O AREKNETTIPNG USE S ASANA
ROGRAM S I N ASANA | P G 10

Productive
teams use Asana
Only Asana is designed to run your entire marketing and
creative process, so your team has more room to create
amazing customer experiences. Sign up for a free 30-day
trial of Asana Business today to discover why brands like
Lyft, AirBnB, and National Geographic trust Asana to get
work done.