Frequently Asked Questions
Find quick answers to common questions about the platform. Use the search box below to filter by topic or keyword.
What makes this different from Monday, ClickUp, or Jira?
This platform is purpose-built for marketing, with workflows, dashboards, and reporting tailored to marketing teams—not generic project management. It bridges the gap between creative, content, and media, and offers real-time visibility into marketing-specific pipelines and ROI.
Is this built specifically for marketing teams?
Yes. Every feature is designed with marketing teams in mind, from campaign planning to creative approvals and budget tracking.
How easy is it to get started—do I need a systems admin?
Getting started is simple. No systems admin required. Sign up, invite your team, and you're ready to go in minutes.
Can I manage both internal and client-facing campaigns?
Absolutely. You can manage all types of campaigns, segmenting by client, brand, or internal initiatives as needed.
How does this tool help with marketing-specific workflows?
It provides templates, automations, and dashboards tailored to marketing—from content calendars to creative reviews and campaign analytics.
How does this tool help close the gap between sales goals and marketing objectives?
By visualizing your marketing pipeline and connecting activities to sales targets, you can see what's needed to hit your goals and where gaps exist.
Can I quickly see what stage each campaign or asset is in?
Yes. The platform offers clear, visual status tracking for every campaign, asset, and deliverable.
Will my team know who's responsible for what—and when it's due?
Ownership and deadlines are always visible, so everyone knows their responsibilities and timelines.
Can I align creative, content, and media teams in one place?
Yes. The platform is designed to break down silos and bring all marketing functions together in a single workspace.
How does this help me spend our marketing budget more effectively?
You get real-time budget tracking, spend recommendations, and ROI dashboards to ensure every dollar is working harder.
Is there a dashboard to track campaign ROI in real-time?
Yes. You can monitor ROI, pipeline, and performance metrics in real-time, all in one place.
Will this help reduce wasted time and duplicate work?
Definitely. With centralized planning, clear ownership, and automated workflows, you'll eliminate duplicate work and wasted effort.
Can I see which campaigns are driving results—and which aren't?
Yes. Performance dashboards make it easy to see what's working and where to optimize.
How does this compare to expensive enterprise tools?
You get enterprise-grade features at a fraction of the cost, with a modern, intuitive interface and no lengthy onboarding.
Can I share progress with stakeholders or clients without giving full access?
Yes. Share read-only views or reports with stakeholders and clients, keeping them informed without exposing sensitive data.
Is there a way to collaborate on creative reviews and approvals?
Yes. Built-in review and approval workflows make creative collaboration seamless and trackable.
Does this tool keep everyone on the same page—without constant meetings?
Absolutely. Real-time updates, notifications, and dashboards keep everyone aligned, reducing the need for status meetings.
How do we share reports and updates with leadership or cross-functional teams?
Generate and share custom reports or dashboards with a click—no manual compiling required.
Are there role-based permissions to control who sees what?
Yes. Role-based permissions let you control access to sensitive data and workflows, so everyone sees only what they need to.
Why is project management essential for marketing teams?
Project management brings structure, clarity, and accountability to marketing initiatives, ensuring campaigns are delivered on time and on budget.
How does project management software improve marketing campaign results?
It streamlines workflows, centralizes communication, and helps teams track progress, leading to more effective and measurable marketing outcomes.
What are the benefits of using a dedicated marketing project management tool over generic solutions?
Marketing-specific tools offer features like campaign calendars, content approvals, and analytics integrations tailored to marketing workflows.
How can marketing project management increase team collaboration and accountability?
By providing shared visibility into tasks, deadlines, and responsibilities, project management tools foster better teamwork and ownership.
Why should the entire company subscribe to the marketing calendar?
Company-wide access to the marketing calendar ensures everyone is aware of key campaigns, launches, and events, improving alignment and reducing conflicts.
How does a shared marketing calendar improve cross-departmental alignment?
It enables sales, product, and leadership teams to coordinate with marketing, maximizing campaign impact and resource utilization.
What are the risks of not having a centralized marketing calendar?
Without a central calendar, teams risk missed deadlines, duplicated efforts, and misaligned messaging, which can hurt campaign performance.
How can marketing project management tools help with campaign transparency and reporting?
These tools provide real-time dashboards and reporting features, making it easy to track campaign status and share results with stakeholders.
What features should I look for in a marketing project management platform?
Look for features like campaign calendars, task automation, analytics integration, approval workflows, and customizable dashboards.
How does project management software help marketing teams adapt to changing priorities?
Agile project management tools allow marketing teams to quickly reprioritize tasks, reallocate resources, and respond to market changes efficiently.