List view planning

  • Updated

The List view in the Plan module 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.

Show campaign hierarchy

The List view 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 it.

The Title column shows the parent campaign, sub-campaign, tasks, and events in hierarchical order. Click the arrow to see a list of sub-campaigns, tasks, or events under the parent campaign. The number bubble next to each title indicates how many sub-campaigns, tasks, or events are nested under the hierarchy.

To see a flat view of the campaign hierarchy, deselect Show Campaign Hierarchy as shown in the following image; Events is in the filter panel to show only events.

To edit items in the table, hover over the right side of the title and click Edit (pencil icon). You can edit fields such as text, labels, and dates. However, you cannot edit image and video field types in-line.

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. Suppose you add a task or event outside of a campaign. In that case, the platform places the task or event in the last campaign you visited (that you had edit access to) by default, streamlining the campaign planning, creation, and execution process.

Plan-list-add-items.png

You can also create child campaigns, tasks, or events under an existing campaign by hovering over its title and clicking +, which displays beside the campaign title.

Plan-list-add-items-2.png

Add, remove, reorder columns

To customize your view, click Columns (gear icon). You can click a column name to show or hide that column and drag and drop to order the columns.

Plan-list-columns.png

Sort columns

Click the column title once to sort the items in that column in descending order. Click it again to sort them in ascending order. You can also use your custom fields to sort the items.

Press Shift and click the columns to sort by multiple fields simultaneously.

Delete a campaign, task, or event

To delete a campaign, task, or event, open the option menu (...) and select Delete.

If you delete a campaign, you also delete the campaign's nested activities (such as sub-campaigns, tasks, and events).

Search

You can search by title or reference number.

Inline edit

You can change the campaign owner from the List view (if you have permission).

edit-owner.png

You can change the Start and End/Due date of the respective campaigns, tasks, and events. CMP applies forward and backward scheduling and prompts you to select one date or move all dates in a task.

edit-date.png

You cannot change the start and end date of a completed task.

You can edit the labels of each activity (if you have permission). Labeling helps marketers establish proper governance of their brand.

To rename, edit, copy, hide, or delete a cell's contents, hover over the cell to open the options menu (...), 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.

Plan-list-filters.png

You can create views within the List view and save them for later use, or you can let your team members use them, and you can also use your colleagues' saved views.

Plan-list-filters-2.png

Export your view

Open the List view options menu (...) and select Download as CSV to download a CSV file of your list view to share with external stakeholders, partners, or other team members who do not have access to your instance.