Project Management — Coordinate Your Marketing Workflows

MartechAI’s Project Management module helps marketing teams plan, execute, and track projects from ideation to completion. Create tasks, assign owners, set deadlines, track progress, and collaborate — all connected to your marketing campaigns and assets.

Projects & Tasks

Create projects for any marketing initiative — a product launch, content calendar, website redesign, or event promotion. Break projects into tasks with assignees, due dates, priorities, and dependencies. The Kanban board view shows tasks by status, while the list view is optimized for detailed planning. Drag tasks between columns to update their status.

Team Collaboration

Comment on tasks to discuss details, share feedback, and keep conversations organized. @mention team members to pull them into discussions. Attach files, link to assets in the File Library, or reference specific campaigns, emails, or landing pages. Every task has a complete activity log showing who did what and when.

Calendar & Timeline Views

The calendar view shows all tasks and deadlines across projects, making it easy to spot conflicts and balance workloads. The Gantt-style timeline view visualizes task dependencies and project duration. Filter by project, assignee, status, or priority to focus on specific workstreams.

Templates & Automation

Save project structures as templates for recurring workflows — “Monthly Newsletter,” “Product Launch,” or “Client Onboarding.” When you create a project from a template, all tasks, assignees, and dependencies are pre-populated. Automated rules can move tasks, assign owners, and set due dates based on triggers like status changes or approaching deadlines.

Integration with Campaigns

Link projects to campaigns for end-to-end visibility. See which tasks are associated with each campaign, track campaign launch progress through task completion, and generate status reports that combine project and campaign metrics. When a campaign needs a landing page, create a task directly from the campaign view.