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A Campaign groups cards from one or more boards under a single initiative, with its own team, review-workflow templates, reference library, workflow reporting, 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.

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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.
  • Intelligence — signals worth a second look (stalled deliverables, work concentrated on one person) plus the numbers behind them: completion rate, velocity, content mix, and team concentration, with a comparison against a parent campaign if one is linked. Requires the Intelligence Pack.
  • 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.
  • Cross-campaign comparison (admin/manager only) — from the campaigns list view, a sortable table across every campaign with summary stats and CSV export.

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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.

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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.
See Campaign Roles for the full breakdown.

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Connections to other features

Cards carry their campaign context wherever they appear, including on Calendar’s bandwidth view, which has a campaign-scoped counterpart alongside the board-scoped one. Contacts shown here are pulled from the campaign’s cards and split out from a person’s other work when you open their detail view. Status portals published from a campaign only expose library documents marked visible.