Projects & Work
Learn how to navigate project details, view campaigns, and understand the relationship between projects and their initiatives.
A project is a complete marketing engagement with its own timeline and goals. Within each project sit campaigns, which are specific marketing initiatives designed to achieve particular objectives. For example, a project might be a full-year marketing plan, and campaigns within it could be a spring product launch, summer email series, and fall brand refresh.
When you open a project, you land on the Overview tab. This page displays:
- Project name and description
- Current status and phase
- Assigned Sun Locke team members and their roles
- Important dates (start, launch, completion)
- Project-level messaging from your team
Navigate to the Campaigns tab to see all initiatives under this project. Each campaign card shows:
- Campaign name and objective
- Assigned team
- Key milestone dates
- Campaign status (Planning, Active, Complete)
Click a campaign to expand its details, including deliverables, tasks, and timeline specific to that initiative.
The Deliverables tab shows all assets for the entire project, organized by status and due date. Use the Timeline tab to see a calendar view of all campaign launches, milestone dates, and deliverable deadlines across the project.
If you need additional help, reach out to your Account Manager or submit a support ticket from the Support page.
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