Use case — Marketing campaigns
Run campaigns without chasing status updates
Campaigns with tasks in Slack, docs, and email always have something fall through. ShopTasks centralizes every deliverable with an owner, a deadline, and a status — so your team executes on time.
Install on ShopifyWhy campaigns go sideways without proper task management
Campaign tasks are spread across Slack, email, and docs
Content requests, deadline reminders, and approval steps live in different places. Things get missed when the campaign is under way and everyone is moving fast.
Nobody knows the current status without asking
Is the email scheduled? Has the banner ad been approved? Who is writing the product descriptions? Managers spend time on status updates instead of execution.
Campaign assets go live with errors because reviews are rushed
Without a formal review step in the workflow, time pressure pushes campaigns live before they are checked. Errors cost credibility and fix time.
How ShopTasks solves it
Every campaign deliverable tracked from brief to live
Break campaigns into individual tasks. Assign each to one person with a clear deadline. Build in approval steps. Track progress without meetings. Launch on time, every time.
- Create a campaign project with individual tasks for every deliverable
- Assign each task to a specific team member with a clear deadline
- Track progress from brief to live without asking for status updates
- Build review and approval steps into the workflow before any asset goes live
- See which campaign tasks are blocked, in progress, or complete at a glance
- Build repeatable campaign templates for product launches and seasonal sales
Example: Managing a product launch campaign
Build the campaign task list from the brief
Break the campaign brief into individual deliverables — copy, images, email, ads, landing page. Create a task for each.
Assign tasks with deadlines
Each deliverable goes to one person with a specific due date. Everyone knows what they own and when it is due.
Execute and update status
Team members work on their tasks and update status as they progress. The manager sees everything moving without individual check-ins.
Route for review and approval
Completed deliverables move to a review task assigned to the approver. Nothing goes live until it has been reviewed and approved.
Go live and close the campaign
Approved assets go live on schedule. After launch, mark all tasks complete and review the campaign workflow for improvements.
Campaign management questions
Can ShopTasks manage campaigns across multiple channels?
Yes. Create tasks for each channel — email, social, paid ads, on-site — within the same campaign. Assign each to the channel owner and track them all from one board.
How do I manage last-minute campaign changes?
Add a new task for the change, assign it immediately, and tag it as urgent. The board view makes it visible to everyone so the team can reprioritize accordingly.
Can I create a template for recurring campaign types?
Yes. Once you have a campaign workflow that works, document the task list as a template. Duplicate it for every future campaign of the same type.
How do I track a campaign after it goes live?
Create post-launch review tasks for monitoring performance metrics, capturing learnings, and making optimizations. Close the campaign project when all review tasks are done.