Marketing project plan

Elevate your marketing strategy with Retable's marketing project plan spreadsheet template, designed to streamline campaign planning, execution, and team collaboration. This intuitive template ensures every aspect of your marketing project is meticulously organized and aligned for optimal results.

Marketing project plan spreadsheet template

📌 To copy and customize the marketing project plan spreadsheet template to your own Retable dashboard, click the "Copy to workspace" button in the upper right corner of the template!

Columns of the marketing project plan spreadsheet template

• Section: It's a select column type and shows the related section of each marketing task. You can add more section option to this column.
• Item: It's a text column type. Here, you can find the name of each marketing item (task), which provide a quick idea for each of them.
• Description: It's a text column type. Here, you can find the description of each item, which provide a detailed explanation for each of them.
• Responsible: It's a select column type. The name listed here represents who is responsible for each item. You can change this column type to "Collaborator" to easily assign tasks to your teammates.
• Start date: It's a calendar column type. Here you can find the start date of the tasks. You can change the date format by customizing this column.
• End date: It's a calendar column type. Here you can find the deadline for the task completion. You can change the date format by customizing this column.
• Status: It's a select column type. Indicates the current stage of each task of the project, such as 'Done', 'In Progress', 'Planned', etc. You can add more status option.
• Metrics/KPIs: It's a text column type. Here, you can find the success metrics/KPIs of each task.
• Expected outcomes: It's a text column type. Here, you can find the expected outcomes of each item.
• Collaboration tools: It's a multi-select column type and shows the list of the collaboration tools that you can use during the related marketing task. You can add more collaboration tools to this columnn

Retable's marketing project plan spreadsheet template is designed to streamline your marketing project planning processes, making it easier to manage and track from task details  to status.

Views of the marketing project plan spreadsheet template

The view types of your marketing project plan spreadsheet template are designed to offer different perspectives and ways to interact with your marketing tasks. Here's a brief explanation of each view:

Grid view (default):

This view presents the works in a traditional, but smarter, spreadsheet format, where each row represents a different marketing task and the columns represent the various attributes of each task, such as status, description, start date, budget etc. It's the most detailed and comprehensive view, suitable for editing and entering data collaboratively.

Grid view (Grouped by section):

This view functions like the default grid view but includes grouping to organize your data more efficiently. Using the grouping feature, you can see your marketing tasks grouped by "Section."

Kanban view:

Kanban view shows marketing tasks as dynamic cards on a Kanban board, allowing you to visualize and manage your workflow. Each Kanban card represents a task and can be moved across columns representing different stages of the work management process (e.g., Completed, In Progress, Planned etc.). This view helps track progress and manage tasks easily

Calendar view:

Calendar view presents your table's dates in a calendar layout, allowing for automatic creation of date ranges from columns such as start and end dates. You also have the flexibility to select specific columns to display in your calendar.

Retable offers a range of customizable views tailored for your marketing project needs, including detailed data entry, visual management, work planning, and quick status reviews.

Retable's marketing project plan spreadsheet template is designed for effective task management, offering a ready-to-use, customizable format to smoothly organize and advance each task from inception to completion. Featuring Grid, Kanban, and Calendar views, it allows you to tailor your workflow to meet your specific requirements.

Ready to explore even more ways to streamline your marketing project planning processes? Dive into Retable's extensive spreadsheet templates archive and find the perfect fit to elevate your project management to the next level. Discover Retable's templates today and transform your tasks into impactful projects with just a few clicks!