Tasks & Campaigns
Task boards, campaign workflows, CRM handoffs, and beta workflow planning.
Tasks & Campaigns articles
Task boards, campaign workflows, CRM handoffs, and beta workflow planning.
Task Boards2 articles
What are task boards for?Task boards are for operational to-do work that does not belong inside a single planning card, such as internal follow-up, readiness work, and team handoffs.For Workspace admins, StaffHow do task readiness items differ from planning cards?Readiness tasks track whether the event or workflow is operationally ready, while planning cards collect the details, answers, notes, and music requests for the event.For Workspace admins, Staff
Campaign Workflows2 articles
What are campaigns during beta?Campaigns are planned as CRM-connected email and outreach workflows. During beta, use them for testing how leads, clients, and event workflows should trigger communication.For Workspace admins, App ownerHow do CRM and campaigns connect?CRM data should help campaigns know who to contact, what event or lead data to use, and which workflow stage should trigger communication.For Workspace admins, App owner