Resources

Knowledge base

Viewing activity details

Campaign projects under the product Plan allows you to seamlessly view and manage all of your campaigns activities. Keep all activities organised with our easy-to-use calendar, making sure you and other teams are always up to date.

Campaign projects in Plan offers a visual view of all activities that stretch over time to represent the duration of the activities as seen in the screenshot below. By clicking on a specific activity you will be able to view the details of it.

To view all activity details, follow these steps: 

  1. Locate a specific activity in the Co-op projects overview that you would like to see the details of
  2. Click on the activity and a new window will appear in the right-hand side, displaying the details of the activity
  • Did you know: You can adjust some of the settings of the activity directly in this window. If you make any adjustments, remember to click Save item at the bottom of the window.

Resources

Knowledge base

Creating a new activity

Campaign projects under the product Plan allows you to seamlessly view and manage all of your campaigns activities. Keep all activities organised with our easy-to-use calendar, making sure you and other teams are always up to date.

To create a new activity in Campaign projects, follow these steps: 

  1. Click on + create in the upper right corner and a drop-down menu will appear
  2. Select the type of activity you would like to create from the list and a sidebar will appear
  3. In the sidebar, fill in the details of the activity. The mandatory details are marked with a red asterisk (red star shape)
  4. As soon as you are done editing the activity, click save item at the bottom of the sidebar menu
  5. You have created a new activity. The activity can be found in the overview on the dates that were set. 

Resources

Knowledge base

Overview of Campaign projects

Campaign projects under the product Plan allows you to seamlessly view and manage all of your campaigns activities. Keep all activities organised with our easy-to-use calendar, making sure you and other teams are always up to date.

Here are some of the buttons and functionalities you will be able to see when you start using Campaign projects:

  • Overview and cogwheel: Choose if you would like to see all projects or adjust the templates for the campaign project product
  • Template and List: Change between timeline view or list view
  • Hierarchy (drop-down): A list of all currently active and upcoming activities, sorted by date 
  • Date range: Enables you to you select the date that the overall timeline or list view should show 
  • Sort: Allows you to switch sorting by date and alphabetically 
  • + Create: Allows you to create new activities
  • Floating menu at the bottom right: Allows you to quickly zoom in/out. Select your own range or a predefined set of ranges. A longer range is better for viewing activities with a longer duration of timeframe ranges.