Project management for marketing professionals
Coordinate your campaigns and plan your launches while keeping objectives and deadlines in sight.
No credit card required
A shared framework for your marketing teams
Keep a clear view of your ongoing campaigns, outstanding content and launch deadlines. In a marketing team, you need to coordinate several initiatives without losing track of discussions or letting a missing approval delay a launch. Otilus helps you assign this work, from defining objectives through to tracking results and delivery.
A launch campaign is waiting for its final messaging, a paid search campaign needs tailored ads, and a partnership still depends on the partner’s schedule. Between objectives that need clarifying, content arriving late and pending budget approvals, bottlenecks build up. A campaign may seem ready when a landing page or the information needed for its final report is still missing.
In Otilus, each card represents a project: a launch campaign, a social media management assignment or an audit. The columns show its phases. You can quickly identify projects in preparation, those going live and those on hold. Card types distinguish your services, helping you find advertising campaigns or partnerships when preparing your coordination meeting.
Kanban: Visualise your marketing projects and their progress, from brief to delivery.
GTD: Organise the tasks, notes and files for each campaign to plan your next steps.
Gantt: View campaign phases and their deadlines on a timeline.
Workflow: Automatically create tasks based on the card type and phase.
Within each card, you detail the actions required:
define target audiences, write copy, prepare ads or analyse initial results. Task assignments clarify who is involved, while priorities help focus efforts on the work that needs doing. Notes and attachments bring together business objectives, shared editorial guidelines and useful project documents. You have a shared framework for coordinating marketing managers, copywriters and advertising specialists, while retaining the specific requirements of each campaign.
An example board for tracking your campaigns
Here is an example of a customisable setup for a team coordinating campaigns, social media activity and advertising. Each card represents a project, with its own tasks and deadlines. The five columns provide an overview of progress, while the six card types distinguish your services. You can adapt their names to your organisation, the channels used in your campaigns and the way you prepare, launch or report on your activities.
Phases that fit the way you work
In this example, the Brief, Production, Launch/KPI and Delivery columns let you visualise project progress. The On hold column keeps paused projects visible while they await budget approval, content or a partner’s decision.
A few examples of project types: define your own!
- Marketing campaign: a coordinated initiative built around a defined offer, objective and target audiences.
- Social media management: managing social media activity and engaging online communities.
- Media relations : media outreach around a news story or organisation.
- Partnership: a joint initiative involving several organisations and objectives.
- Paid search: paid advertising campaigns on search engines.
- Audit: an assessment of marketing practices with recommendations for improvement.
Scenarios and workflows:
customise your project automation
1️⃣ The trigger
A launch campaign is scoped in Brief, where the team defines its offer, audiences and objectives. The manager then moves its card to Production to prepare the content needed for this marketing campaign.
You can configure a scenario for the Marketing campaign type when it enters the Production column. This combination triggers the creation of the predefined tasks in Otilus. You choose the actions to prepare, their assignees and their priorities to suit your organisation. This setup can be reused for future launches with similar requirements for your marketing team.
2️⃣ The actions (workflow)
Otilus automatically creates the tasks defined in the scenario:
- write the key messages
- prepare content for each channel
- check the landing pages
- review the ads and prepare the launch schedule.
These actions are assigned to the selected team members:
the copywriter prepares the messaging, the acquisition specialist checks the landing pages and the marketing manager coordinates the launch. You customise the tasks, their assignees and their priorities to suit the campaign.
3️⃣ The result
The campaign enters production with defined actions and responsibilities. Each team member can find their tasks, the objectives and the files they need, then carry out the planned work.
The marketing manager can identify outstanding content and the checks still needed before the campaign launches.
The team stays in control of the launch and the required approvals. When the content is ready, the manager manually moves the card to Launch/KPI. If budget approval is missing, they place the project On hold to make the delay visible before the campaign resumes.
An approach suited to marketing and communications professionals
This board can also suit an acquisition marketing agency, a marketing consultancy, a communications team, a public relations agency or a partnerships department. These activities all involve objectives to clarify, content to prepare, contributors to coordinate and results to report. Card types can reflect their services, while the phases follow their own processes. Each project brings together the tasks, notes and files needed to prepare campaigns and track their progress with everyone involved.
Organise your campaigns, content and launches on a board tailored to your marketing team.
No credit card required