Content campaigns fail at the coordination layer, not the content layer. Projects scatter across workspaces, milestones live in docs nobody re-reads, and nobody has a single view of what's going live when.
Campaigns gives your team one shared space for every initiative — from planning to post-launch review.
What is a Campaign?
A Campaign is a time-bound marketing initiative in Relato that groups related projects from across your workspaces under a single coordinated view. It includes everything your team needs to plan, execute, and measure an initiative:
Projects — the content pieces that make up the campaign, from any workspace
Milestones — key dates and deliverables (planning kickoff, launch, review, etc.)
Team — members with defined roles (Manager, Editor, Viewer)
Assets — briefs, guidelines, and reference materials from your Library
Multiple views — Overview, Timeline, Calendar, and Table
Campaigns are organization-scoped, not workspace-scoped. Any organization member can create a campaign and pull projects from any workspace they have access to.
Create a Campaign
Click Campaigns in the left sidebar (same level as Library, Templates, and Brand)
Click Create campaign
Fill in the campaign details and click Create
Campaign fields:
Name — the campaign name (required)
Description — a short summary of the campaign's goal and focus
Start date — when campaign planning begins (required)
Launch date — the public go-live date (optional)
End date — when the campaign closes (required)
💡 Tip: The end date must be equal to or after the start date. Relato uses these dates to automatically derive the campaign's status — Upcoming, Active, or Completed — without any manual updates.
After creation you are taken directly to the Campaign Overview, where a Get started checklist walks you through the remaining setup steps.
Add and manage milestones
Milestones are the key dates and deliverables within a campaign — planning kickoff, content sprint, launch day, optimisation window, review. They appear as markers on the Timeline and Calendar views so your team always knows what's coming next.
Add a milestone
From the Campaign Overview, scroll to the Milestones section
Click Add milestone
Enter a name, set the date, and add an optional description
Click Add milestone to save
Edit or delete a milestone
Click the ··· menu next to any milestone to edit its name, description, or date — or to delete it. Deleted milestones are removed from all views immediately.
📝 Note: Milestone dates can fall outside the campaign's start and end dates. This is intentional — milestones can represent pre-campaign preparation or post-campaign review periods.
Add projects to a Campaign
Projects are the content pieces that make up your campaign. A campaign can include projects from any workspace you have access to, and a single project can belong to multiple campaigns.
Add projects from the Campaign
From the Campaign Overview, scroll to the Projects section
Click Add projects
Use the project picker to browse and select projects from any of your workspaces
Confirm your selection
Add a project from the project itself
Every project has a Campaigns field in its detail view. Click it to associate the project with one or more campaigns without leaving the project.
Remove a project from a Campaign
Removing a project from a campaign only removes the association. The project itself is not deleted and remains fully intact in its workspace.
⚠️ Important: Campaign membership does not grant project edit access. Projects retain their own workspace-level permissions. A user added to a campaign as a Viewer cannot edit a project unless they already have edit access in that project's workspace.
Campaign views
Switch between four views using the tabs at the top of any campaign: Overview, Timeline, Calendar, and Table.
Overview
The Overview is the campaign's home base. It shows the campaign description, schedule (start, launch, and end dates), labels, milestones list, and projects list. The Get started checklist on the right tracks your setup progress.
The right-hand Info panel shows campaign status, creator, and timestamps. Campaign managers can edit or delete the campaign from the Actions section.
Timeline
The Timeline view displays your campaign projects as horizontal bars on a Gantt-style chart, with campaign milestones shown as diamond markers across the top.
Each project bar spans from its start date to its end date
Milestone markers appear at the top of the chart on their scheduled dates
Hover over a milestone marker to see its details in a tooltip
Click any project bar to navigate to that project's detail page
Use the navigation arrows to move between time periods
Click Today to return to the current date
Calendar
The Calendar view shows projects and milestones on a monthly grid — useful for understanding what's going live on specific dates and planning around key deadlines.
Multi-day projects span across their scheduled dates
Milestones appear as distinct markers on their date
Navigate between months using the arrow controls
Click any project or milestone to see a details popover
When multiple items fall on the same date, they are stacked with an option to expand
Table
The Table view gives you a flat, scannable list of all projects in the campaign with their key details.
Columns: project name, workspace, status, start date, end date, assignee
Click any column header to sort
Filter by workspace, status, or date range using the filter controls
Click any row to navigate to that project
Manage your Campaign team
Campaign membership is independent of workspace membership. You can add any organisation member to a campaign regardless of which workspaces they belong to.
Roles
Manager — Full access. Edit all campaign settings, manage team members and roles, add and remove projects, manage milestones, and delete the campaign. The campaign creator is automatically assigned the Manager role.
Editor — Can add and remove projects and edit milestones. Cannot manage the team or delete the campaign.
Viewer — Read-only. Can view all campaign information across all views but cannot make any changes.
📝 Note: Organisation Owners and Admins have implicit Manager-level access to all campaigns in your organisation, regardless of whether they have been explicitly added to the campaign team.
Add a team member
Open the Campaign and navigate to team settings
Click Invite member
Search for the user and select a role: Manager, Editor, or Viewer
Confirm to add them
Change or remove a team member
Managers can change a team member's role or remove them at any time from the team settings panel. Removed members immediately lose access to the campaign.
Campaign assets
Campaign assets give your team a central place for all supporting materials tied to an initiative — creative briefs, messaging guidelines, brand assets, and reference documents.
Campaign assets are links to existing items in your Library. You are not uploading files independently to the campaign — you are associating Library assets with it. This means the same asset can be linked across multiple campaigns without duplication.
Add an asset to a Campaign
From the Campaign Overview, navigate to the Assets section
Click Add campaign assets
Select items from your Library, or add an external link
Remove an asset from a Campaign
Removing an asset from a campaign only removes the association. The underlying Library asset is preserved and unaffected.
⚠️ Important: If a campaign is deleted, all asset associations are removed. The Library assets themselves are not deleted.
Campaign status
Campaign status is derived automatically based on today's date relative to the campaign's start and end dates. There is no manual status field to update.
Upcoming — Today is before the campaign start date
Active — Today falls between the start date and end date (inclusive)
Completed — Today is after the campaign end date
You can filter the campaign list by status to quickly find active initiatives or review completed ones.
Frequently asked questions
Can a project belong to more than one campaign?
Yes. Projects and campaigns have a many-to-many relationship. A project can be associated with multiple campaigns simultaneously, and all associated campaigns are visible from the project's detail view.
What happens if a project is deleted?
If a project is deleted, it is automatically removed from all campaigns it belonged to. The campaigns themselves are unaffected.
What happens if a campaign is deleted?
All project associations are removed (projects themselves are not deleted), team members lose access, and asset associations are removed (Library assets are preserved).
What if a user loses access to a workspace that contains campaign projects?
They will still see the project listed in the campaign view, but they will not be able to navigate to its details.
Can I create a campaign without being a member of any workspace?
Yes. Any organisation member can create a campaign, regardless of workspace membership.
What is the difference between the launch date and the end date?
The launch date is the public go-live moment — when your content activates for your audience. The end date is when the campaign closes, typically after the post-launch optimisation and review window. Launch date is optional; start date and end date are required.
Need more help? Chat with us in the Relato Slack Community or email us at [email protected]