Campaigns
A Campaign groups cards from one or more boards under a single initiative, with its own team, review-workflow templates, reference library, analytics, and end-of-campaign reflections. You can browse Active, Completed, or All campaigns from the list view, or open a single campaign for its full dashboard.What you can do
- Create or edit a campaign — set a title, description, goal, target audience, launch and end dates, and status, and choose whether reflections are collected anonymously. When creating one, you can optionally link it to a prior completed campaign to compare results against.
- Cards — see stat tiles for where cards stand (Not Started, In Progress, Due Soon, Overdue, Complete), browse the full card grid, and add a card directly into the campaign against whichever board you choose.
- Team — add or remove members with a role of lead, contributor, or reviewer, transfer the lead role to someone else, and see each member’s current card breakdown.
- Contacts — a read-only list of everyone connected to the campaign’s cards.
- Templates — build a review workflow for the campaign: an ordered set of steps, each either a checklist item or a handoff to a specific person, optionally tied to a stage on the board, with due dates set manually or calculated automatically from the publish date.
- Library — reference documents for the campaign, each with a toggle to control whether it’s visible on external status portals.
- Status Portals — generate a shareable external link showing progress, filtered to specific card types, owners, or a hand-picked selection, with the option to notify someone once everything on it is complete.
- Analytics — completion rate, velocity, content mix, and team concentration, with a comparison against a parent campaign if one is linked.
- Reflections — free-text prompts (“what worked,” “what didn’t,” “what to do differently”) that members are automatically asked to fill in once a campaign wraps up.
- Intelligence — an admin/manager-only cross-campaign view with a sortable comparison table, summary stats, and CSV export, plus a single-campaign Intelligence view for a closer look at one.
Good to know
- Deleting a campaign also deletes all of its cards — not just the campaign itself.
- If reflections aren’t submitted within 14 days of a campaign closing, they’re automatically marked complete so the retrospective doesn’t stay open indefinitely.
- When anonymous reflections are turned on, no one — including admins — can see who wrote which response.
- Team concentration is flagged when more than 60% of a campaign’s work is landing on one person.
Permissions
- Creating or deleting a campaign requires Admin or Manager access.
- Editing a campaign, managing membership, and transferring leadership can be done by an Admin, a Manager, or that campaign’s own Lead.
- The same rule applies to templates and the library.