How does a marketing team work in Task Manager?
Campaigns are managed as Tasks displayed side by side on the Board, assets are stored in campaign folders on the shared drive, and publication dates appear in the Calendar alongside the rest of your work. The AI Assistant drafts copy, while connected Company Knowledge ensures it responds using your materials rather than generic information from the internet.
How does it work?
- 01
Each campaign is a Task with a brief, due date and assigned people.
- 02
The Board shows all campaigns at once, with colour-coded due dates.
- 03
Assets - graphics, copy and versions - have their own folder on the shared drive.
- 04
The Assistant drafts and shortens copy using your connected materials.
What do you gain?
A complete schedule overview: you know what is due to be published next week.
One version of each asset: files are stored with the campaign, not on someone’s desktop.
A consistent tone of voice: AI writes using your materials.
An everyday example
Three campaigns are due to be published in the same week. The Board shows that two are awaiting approval and one still has no graphics - so you know where to step in.
Frequently asked questions
Does AI write using our materials?
Yes, if you add them to Company Knowledge.
Do I need the Files module?
The shared drive is available on the Pro plan.
Will publication dates appear in Google?
Yes, through two-way calendar synchronisation.