SitecoreAI introduces more flexible ways to manage tasks and deliverables in Strategy, helping teams organize work, collaborate, and track progress both independently and within campaigns.
Take control of your work with the new Tasks experience
The new Tasks app in Strategy provides a dedicated workspace to create, organize, and track tasks independently of campaigns, with the flexibility to associate them with campaigns when needed. It also helps teams streamline collaboration and prepare work for future AI-powered workflows and agents.
What’s included:
Flexible task creation - create standalone tasks or associate them with campaigns.
List and Kanban views - organize tasks and track progress.
Task management - assign team members, set priorities, due dates, and statuses.
Collaboration - add comments, tag team members, and manage checklists.
Search and filtering - find tasks by status, assignee, campaign, or feedback status.
Manage tasks and deliverables within campaigns
Alongside standalone task management, campaign planning is enhanced with dedicated Deliverables and Plan tabs, giving teams more ways to organize, manage, and track campaign activities.
You can now:
Organize campaign work items - create campaign-level tasks, deliverables, and tasks associated with deliverables.
Track progress - switch between available list, calendar, and Kanban views.
Manage work items - update statuses, assignees, priorities, and due dates.
Collaborate - add comments, tag team members, and track requirements with checklists.
Together, these new features and enhancements provide a more flexible and connected way to manage everyday tasks and coordinate campaign work in Strategy.