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1. monday.com – A visual and customizable workflow for multi-stage campaigns

Easily manage every aspect of your marketing campaigns with this highly visual and customizable monday.com template. It’s structured around key campaign stages, including planning, production, execution, and review, using color-coded status columns, drag-and-drop tasks, and timeline tracking. With built-in automations and customizable fields, it’s perfect for simplifying campaign workflows and keeping stakeholders aligned.

monday.com marketing campaign planning template with color-coded task statuses.
Source: monday.com
monday.com’s colorful board simplifies multi-team marketing projects Source: monday.com

Why I like monday.com’s template

monday.com shines when it comes to visibility, structure, and customization. It enables you to customize workspaces, boards, and individual items to suit specific needs. What I especially like about this template is how its visual layout makes it easy to spot bottlenecks or overdue items in real time. I also appreciate how it allows users to customize automations and set up triggers that better fit their workflow.

Combined with third-party app integrations, monday.com’s template is a smart choice for teams looking to scale their campaigns with more consistency and less confusion.

2. ClickUp – A fully editable campaign timeline view

Get a head start on campaign planning with ClickUp’s robust marketing template. It comes with pre-filled tasks, campaign stages, and timelines built into multiple views, including list, board, and Gantt. You’ll also find fields for campaign goals, creative assets, and team assignments, making it easy to align strategy with execution.

monday.com marketing campaign planning template with color-coded task statuses
ClickUp’s marketing campaign template shows tasks, subtasks, and timelines Source: ClickUp

Why I like ClickUp’s template

ClickUp’s template packs a lot of detail without feeling overwhelming. I particularly love how flexible the layout is. You can toggle between views depending on your style, and the pre-loaded tasks offer a great baseline for marketing teams that need to move fast.

3. Smartsheet – Spreadsheet-style layout for campaign coordination

This Smartsheet marketing campaign management template offers a familiar grid-style layout that organizes your campaign tasks, timelines, and team responsibilities in a structured, shareable format. Built-in filters allow you to sort by campaign phase, owner, or status, making it easy to track progress at every stage.

Smartsheet grid template showing marketing task assignments and dates.
Smartsheet template with filterable task grids for each campaign phase Source: Smartsheet

Why I like Smartsheet’s template

If you’re used to spreadsheets but need more functionality, this template hits the sweet spot. I like how Smartsheet combines structure and flexibility that are perfect for marketing managers who want the control of Excel and the power of a feature-rich project management tool.

4. Wrike – Built-in folder structure for campaign tasks

Wrike’s marketing campaign template breaks campaigns into folders by phase, from planning and execution to optimization, making it easier to manage large, complex initiatives. Each task includes due dates, assignees, and dependencies, with reporting features that track campaign performance.

Wrike’s folder-based marketing campaign task dashboard.
Wrike breaks down campaign tasks into folders by phase Source: Wrike

I love how organized this template is right out of the box. The folder setup provides you with a bird’s-eye view of your campaign and allows you to drill down into details with a single click. It’s a strong pick for teams running multi-channel or high-stakes campaigns.

5. Asana – Step-by-step campaign tracker with milestones

This Asana template guides your team through each stage of a campaign with task dependencies, timelines, and visual progress bars. You’ll find sections for creative briefs, production schedules, launch tasks, and post-campaign analysis.

Asana marketing calendar timeline showing launch milestones and tasks.
Asana’s visual timeline makes tracking progress simple Source: Asana

Why I like Asana’s template

Asana’s strength is in clarity. I like how this template clearly maps out dependencies so you can prevent delays and finish the campaign smoothly and on schedule. It also features a timeline view to guide the team through each stage of the campaign, as well as milestones that mark significant project checkpoints, showing where you stand in terms of progress and completion. For marketing leads who need to manage moving parts across content, design, and strategy, this template is a reliable foundation.

6. Notion – Centralized campaign wiki and task board

Notion’s Marketing Team in-a-Box marketing campaign template combines kanban boards, calendars, and editable docs in one place. Use it to store creative briefs, monitor deadlines, assign tasks, and track deliverables, all in a customizable and shareable layout.

Notion campaign tracker with tasks, content calendar, and campaign briefs.
Notion brings wikis and kanban boards into a single campaign dashboard. Source: Notion

Why I like Notion’s template

Notion’s template is a great fit for content-heavy campaigns. We like how everything, like docs, plans, and to-do lists, lives in a single space. It makes collaboration between strategists, writers, and designers seamless, and you can easily adapt it to match your workflow.

7. Airtable – Database-driven tracker with campaign analytics

This Airtable template lets you manage campaigns like a database. Track assets, due dates, owners, budgets, and goals across multiple views including grid, kanban, calendar, and gallery. With customizable fields and real-time filtering, it’s designed for speed and scalability.

Airtable marketing campaign database showing views for metrics and assets.
 template offers campaign tables, asset management, and metrics Source: Airtable

Why I like Airtable’s template

I like how this template turns marketing into a system. It’s especially useful if you’re juggling multiple projects or need to manage creatives and metrics in one place. It’s one of the most flexible options for detail-oriented PMs.

8. Trello – Simple and visual campaign board

Trello’s kanban-style campaign board uses columns like “Planning,” “In Progress,” and “Launched” to help teams track campaign status with ease. Cards include task descriptions, attachments, and checklists, and the drag-and-drop format makes updates a breeze.

Trello’s board keeps campaign phases clear and easy to followWhy I like Trello’s template

This is a lightweight but effective option. I like how simple it is to set up and use — perfect for smaller teams or marketers looking to get started without overcomplicating things. Plus, the visual board keeps everyone on the same page.

[Visit Trello]

9. Jira – Agile campaign workflow with epics and sprints

Jira’s marketing template brings agile framework to campaign management. Break campaigns into epics, user stories, and tasks. Plan sprints, monitor team velocity, and use built-in reporting to track execution in real time.
Trello’s board keeps campaign phases clear and easy to follow Source: Trello

Why I like Trello’s template

This is a lightweight but effective option. I like how simple it is to set up and use — perfect for smaller teams or marketers looking to get started without overcomplicating things. Plus, the visual board keeps everyone on the same page.

9. Jira – Agile campaign workflow with epics and sprints

Jira’s marketing template brings agile framework to campaign management. Break campaigns into epics, user stories, and tasks. Plan sprints, monitor team velocity, and use built-in reporting to track execution in real time.

Jira agile marketing board template with epics, tasks, and sprints.
Jira lets marketing teams plan epics and sprints for campaigns Source: Jira

Why I like Jira’s template

If your team already uses an agile methodology in your projects, this template is for you. I like how it encourages iteration, fast feedback, and accountability across marketing teams. It’s ideal for performance marketing teams that need to move quickly and continually improve.

10. Miro – Whiteboard-style planning for campaign brainstorming

This marketing campaign template from Miro gives your team an infinite canvas for planning, perfect for projects that involve extensive work by multiple team members. Use sticky notes, flowcharts, and timeline blocks to map out strategies, team roles, and content calendars — all in a visual, collaborative space.

Miro campaign planning whiteboard with sticky notes and flow diagrams.
Miro template combines ideation, workflows, and launch tracking Source: Miro

Why I like Miro’s template

I love this for the early stages of campaign planning. Miro’s marketing campaign template provides a space for all parties involved in the campaign to contribute their ideas, exchange feedback, and give their insights into certain initiatives, which helps the team come up with a more robust plan and, ultimately, a well-executed and impactful marketing campaign. It’s a great collaboration tool that is perfect for brainstorming, identifying gaps, and turning raw ideas into action plans before locking them into a structured tool. 

What to look for in a marketing campaign template

Before choosing a marketing campaign template, it’s important to think about how your team works, the scale and complexity of your campaigns, and the tools you already use. The right template should match your workflow and provide enough flexibility to accommodate your needs. Whether you’re running a solo campaign or managing a large team, these core features will help you stay organized, collaborative, and on track.

  • Built-in timelines and milestones: Campaigns are time-sensitive, and hitting deadlines is critical. Templates with built-in timelines, calendars, or Gantt charts help you map out start dates, milestones, and final deliverables. These features make it easier to plan launch phases, track dependencies, and avoid last-minute scrambles.
  • Team collaboration support: Marketing campaigns are rarely solo efforts. Choose templates that support team collaboration with features such as task assignments, tagging and commenting, file attachments, and sharing ideas and feedback. This ensures that everyone stays aligned and communicates efficiently within the same workspace.
  • Customization options: No two campaigns are exactly alike. A good template should let you customize fields, rename labels, adjust workflows, and add relevant information like budgets, channels, or audience segments. Flexibility is key if you want the template to evolve with your team’s needs.
  • Automations: Setting up automations saves you time spent on repetitive tasks and allows you to focus more on strategy. It also ensures consistency across all steps and phases of your campaign. 
  • Progress tracking tools: Look for templates that include dashboards, filters, or visual views such as Kanban boards or Gantt timelines. These help you quickly assess what’s on track, what’s overdue, and what needs attention. It’s especially useful when reporting to stakeholders or managing multiple campaigns at once.
  • Pre-filled sections or examples: If you’re short on time or unsure where to start, templates with sample tasks, campaign briefs, or example goals can give you a valuable head start. These templates reduce the guesswork and provide structure so you don’t have to build your plan from scratch.
Kristoffer Bellen Avatar

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