Collaborate with your Team on Marketing Plans

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With WorkSpan, you have one central place to collaborate with your team on a marketing motion. Make Comments, Assign Tasks, and track Activity Logs in your Marketing Plans, so the details don't get lost in your email inbox. 

Quick Links

  1. Comment on Marketing Plans
  2. Track Activities on Marketing Plans
  3. Request & Manage Endorsements

Comment on Marketing Plans

Comments allow you to maintain an ongoing dialogue with your team without the hassle of email threads. Your comments are in context and easily accessible from within WorkSpan.

1. To locate your Marketing Plan Comments, navigate to the Individual Marketing Plan. For information about navigation, click here.

2. From the Individual Marketing Plan Overview section, scroll down and locate the Comments and Activity Log panel.

3. By default, the Comments tab in the Comments and Activity Log panel will be displayed.

4. The Comments tab includes all comments within your Individual Marketing Plan. Each comment will include the Member associated to the comment, the comment, date, and time.

Note: To quickly engage with team members in the Activity Log, you can click on their profile icon to send a direct message.

5. To add a new comment, click the “Add Comments” button at the top right of the Comments and Activity Log panel. This will open your Individual Marketing Plan comment tab where you can view all comments associated to the Individual Marketing Plan.

6. Enter your comment at the bottom of your Individual Marketing Plan comment section.

7. Press “Enter” on your computer to send your comment.

Note: Guess what! At any point, you can also view your Individual Marketing Plan comment section within the WorkSpan WorkCenter. For information about the WorkSpan WorkCenter, click here.

 

Track Activities on Marketing Plans

1. To locate your Marketing Plan Activities, navigate to the Individual Marketing PlanFor more information about navigation, click here.

2. From the Individual Marketing Plan Overview section, scroll down and locate the Comments and Activity Log panel.

3. Click the “Activity Log” tab at the top of the Comments and Activity Log panel.

4. The Activity Log includes system generated activities such as direct updates to the Individual Marketing Plan, including updates to associated opportunities, memberships, and tasks/assets.

5. By default, all information will be displayed. To filter the Activity Log, click any of the corresponding filter buttons including “Pipeline”, “Tasks”, “Membership” and “Assets”.

6. Each activity log will include the Member associated with the activity, the action, date, and time.

7. Unread activities are accompanied by a Red Dot.

8. Click on a “Logged Activity” to navigate to the associated activity.

Note: To quickly engage with team members in the Activity Log, you can click on their profile icon to send a direct message.

 

 

Request & Manage Endorsements

View Endorsements

1. Navigate to an Individual Marketing PlanFor information about navigation, click here.

2. Locate the Endorsement panel in the Individual Marketing Plan Overview section.

3. Here, you can view all the Endorsements associated with the Individual Marketing Plan.

 

Request an Endorsement

1. Locate the Endorsement panel in the Individual Marketing Plan Overview section

2. Click “Request Endorsements”

3. In the Request Endorsement tab, enter the name or email of the person you are requesting an endorsement from.

4. Automatically, a note associated with the request is displayed below.

5. To edit this note, click on the “Your Request Note” text box. Enter your changes.

6. Click “Send”

 

Add, Edit, and Remove Your Endorsement

1. Navigate to an Individual Marketing PlanFor information about navigation, click here.

2. Locate the Endorsement panel in the Individual Marketing Plan Overview section

3. Click the “Edit” icon at the top right of the Endorsement panel.

4. In the Edit Your Endorsement tab, enter your Endorsement description. 

Note: If you would like to Endorse a plan without a description, simply click “Endorse” in the Edit Your Endorsement tab.

5. Once done, click “Endorse”

 

Note:

If you can’t find a panel, do not worry! Keep an eye out for buttons at the bottom!

  1. Click on the “+ Endorsement” or “+ Request Endorsements” buttons at the very bottom of the Individual Marketing Plan to open the corresponding tab.
  2. Enter your endorsement or request and click “Save”.
  3. Once an endorsement has been created, it will appear in the Endorsement panel on the Individual Marketing Plan Strategy section.

 

Next Up » 

Create and Manage Tasks on Marketing Plans

Upload Content to Enable your Marketing Team

Joint Marketing Pro Training 

Manage Activities in Marketing Plans 

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