Marketing Team template
Campaigns, content and social in one plan
Plan campaigns until they go live, take content from draft to published, and track social posts, paid campaigns and events.
Pick this template when you create your first project. Free for up to 3 users.
What is in the Marketing Team template?
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The Marketing Team template creates a project with 5 workstreams: Campaigns, Content Calendar, Social Media, Performance Marketing and Events. Each workstream has its own stages: Campaigns, for example, runs Idea → Planning → In Progress → Live. Built for marketing teams, and every stage can be renamed, removed or given rules once you're in.
Make it yours
Change any stage once you are in
Rename a stage, add a new one, or change its type. Add entry conditions, like a due date before review, and require an approval before work moves into a stage.
Set up stages, rules and approvals →
Views
See every workstream your way
Work on one workstream at a time on the board, or switch to List view to see them all, grouped by workstream, assignee or stage. Calendar view shows what is due when.
Task management →
Workstreams and stages
Campaigns
Idea → Planning → In Progress → Live. Closed as Cancelled.
Content Calendar
Idea → Drafting → Review → Published. Closed as Cancelled.
Social Media
Idea → Drafting → Scheduled → Posted. Closed as Cancelled.
Performance Marketing
Planned → Running → Optimizing → Completed. Closed as Paused.
Events
Idea → Planning → Promoting → Completed. Closed as Cancelled.
Questions
How do I use the Marketing Team template?
Sign up for Slateo and, when it offers to create your first project, choose Marketing Team. The project opens with the Campaigns, Content Calendar, Social Media, Performance Marketing and Events workstreams and their stages.
Can I use it for a later project?
Not yet. Templates are offered for your first project. For later projects, start blank or describe your work and Slateo suggests workstreams and stages for you.
Can I change the stages?
Yes. Everything the template creates is an ordinary Slateo workstream and stage. Rename, add or remove them, and add rules or approvals.
Is the template free?
Yes. Every template is available on every plan, including Free.
Start with the Marketing Team template.
Free for up to 3 users. No credit card required.