Campaign & Project Management
The Projects module (labelled "Campaigns & Projects" in the sidebar) is the operational hub for marketing agencies on AtlasOS. It provides milestone-based project management tailored to creative workflows — from initial brief to final delivery.
Creating a Campaign or Project
- Navigate to Projects in the sidebar.
- Click New Project and select the client.
- Choose from a project template (if configured) or start from scratch.
- Define the project scope:
- Name — e.g. "Q3 Brand Refresh" or "Monthly Social Media Retainer."
- Client — linked to the client record.
- Type — Campaign (ongoing, recurring deliverables) or Project (discrete, with a defined end).
- Start and end dates — or "ongoing" for retainer-based campaigns.
Milestones
Break work into phases with milestones:
- Strategy & Planning — research, competitor analysis, creative brief sign-off.
- Production — content creation, design, copywriting, development.
- Review & Approval — client review cycles, revision rounds.
- Launch — go-live, distribution, promotion.
- Reporting — performance analysis, monthly reports.
Each milestone has:
- A target completion date.
- A list of tasks (deliverables) assigned to team members.
- A status indicator (Not Started, In Progress, Complete).
- Optional billing triggers for milestone-based invoicing.
Task Management for Creative Workflows
Tasks within a campaign represent individual deliverables or work items:
| Task Field | Purpose |
|---|---|
| Title | Descriptive name — e.g. "Design Instagram carousel — Week 12" |
| Assignee | Designer, copywriter, or account manager responsible |
| Due date | Deliverable deadline |
| Status | To Do, In Progress, In Review, Approved, Delivered |
| Checklist | Sub-steps — e.g. "Draft copy," "Design in Canva," "Client review," "Schedule post" |
| Time entries | Hours logged against this deliverable for billing |
Content Calendar
Use the calendar view to visualise:
- Deliverable due dates across all active campaigns.
- Content scheduling — when posts, emails, or ads are planned to go live.
- Review cycles — when client feedback is expected.
- Milestone target dates for phased projects.
The calendar supports drag-and-drop rescheduling and filters by client, campaign, team member, or deliverable type.
Deliverable Tracking
Track the status of every deliverable across your agency:
- Board view — Kanban-style columns (To Do, In Progress, In Review, Delivered).
- List view — sortable and filterable table of all deliverables.
- Client view — see all active deliverables for a specific client.
Deliverables link to time entries, enabling accurate billing and utilisation reporting.
Project Templates
Save time by creating reusable project templates:
- Navigate to Administration > Project Templates.
- Define standard milestones, task lists, and timeline structures.
- When creating a new campaign, select the template to pre-populate the structure.
Templates ensure consistency across engagements and reduce setup time for recurring campaign types (e.g. monthly social media management, quarterly brand reports).