Adding Assets, Notes and Tasks to Campaigns


Adding Notes

As a campaign owner, collaborator or a participant, you can add notes that can be shared with your collaborators across teams and companies.

Notes can be as varied as information about this campaign that you need to share (e.g., deadlines, policy documents, travel details, venue locations, photos, etc.)

Notes can also be used to record links from Twitter, Facebook and Web articles.

  1. Navigate to the campaign to which you want to add notes.

  2. Go to the Notes section. You can view all existing notes added to the campaign.
  3. To add a new note, click Add New Note.

  4. You can add a new note and save.

Adding Assets to Campaigns

Go to the Assets section of the campaign.

See Adding Assets

Adding Tasks to Campaigns

Go to the Tasks section of the campaign.

See Adding Tasks

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