List view in the Plan module brings planning and execution together, and helps marketers more efficient.
In this article, you will learn how to:
- Show campaign hierarchy
- Customize your list view
- Export your view
Show campaign hierarchy
The list view shows a hierarchal view of parent campaigns, sub-campaigns, tasks and events in a table to provide context, regardless of the filters or search. Marketers never lose sight of the parent campaign that each activity rolls into, and how these align with the overall strategy.
The List tab shows the following columns: Title, Type, Reference, Owner, Start Date, End/Due Date, Status and Parent Campaign. You can change the columns in your table to customize the table.
The Title column shows parent campaign, sub-campaign, tasks and events in hierarchical order. To the left of each parent campaign, click the small arrow to see a list of sub-campaigns, tasks or events that are nested under the parent campaign.
You can turn off campaign hierarchy to see a flat view of the marketing plan. The following image shows campaign hierarchy turned off with Events in the filter panel to show only events.
To edit items in the table, hover over the right side of the title and click the pencil icon.
You can edit fields such as text, labels, dates, and more. However, you cannot edit image and video field types in-line.
The bubble next to the each title indicates how many sub-campaigns, tasks or events are nested under the hierarchy.
Customize your list view
Add your plan
You can create and edit campaigns, sub-campaigns, tasks and events directly from the list view. Click + in the header cell of the Title column. If you add a task or event outside of a campaign, the platform places the task or event in the last campaign you visited by (that you had edit access to) by default, which streamlines the campaign planning, creation, and execution process.
You also can create child campaigns, tasks or events under an existing campaign by hovering over a title and clicking + that appears beside the campaign title. Quickly create new campaigns and add to existing ones without missing a beat.
Add, remove, reorder columns
To customize your view, click the gear icon. You can click a column name to show or hide that column, and drag and drop to order the columns.
Click the sort icon in the column titles to sort columns (ascending or descending order).
Add or delete campaign, tasks, and events
Click + to add a campaign, task or event.
To delete a campaign, task and events, hover over the item and select the option menu (...), then select Delete.
Caution: If you delete a campaign, you also delete the campaign's nested activities (such as sub-campaigns, tasks, and events).
You can search by title or reference number.
You must have permissions to use inline editing capabilities. In the List view tab, click the name of the specific campaign owner to change it by selecting from a list of users. :
You can change the Start and End/Due date of the respective campaigns, tasks, and events. Forward and backwards scheduling applies and prompts you to select one date or move all dates in a task.
Note: You cannot change the start and end date of a task that was already completed.
You can edit the labels of each activity, (if you have permissions). Labeling helps marketers establish proper governance of their brand.
To rename, edit, copy, hide, or delete the contents of a cell, select the options menu (...) by hovering over the cell, then select the action you want.
Managing saved views and filters
You can find, view and manage your work with filters. For example, in the List tab, users can drill into just showing Campaign, Tasks or Events.
You can create views within the list view, and save the views for later use or let your team members use it, and you can use your colleagues saved views also.
Export your view
Click Export to download a CSV file of your list view to share with external stakeholders, partners, or other team members that don't have access to your instance.
Questions? Contact firstname.lastname@example.org.