About PR Campaign & Task Delivery Planner
A PR delivery workspace linking clients, campaigns, and tasks, with overdue indicators, remaining-budget calculations, retainer context, and sample records for reviewing active work.
What’s included
- Clients, Campaigns, and Tasks databases
- Overdue and Remaining Budget formulas
- Retainer chart and status views
How to use it in practice
Create a campaign under its client and attach the next few delivery tasks with owners and dates. Review overdue work alongside remaining budget so a healthy-looking account does not hide a blocked assignment. Update the retained finance fields before interpreting budget headroom during a client or team review.
Set it up in your workspace
- Open the original Notion Marketplace listing and add the template to your chosen workspace while signed in. Keep its example records until you understand how the pages connect.
- Create a campaign under its client and attach the next few delivery tasks with owners and dates.
- Try one complete example before adding a large backlog. Check that its views and any calculations show what you expect, then replace the sample content with your own.
Who it suits and what to consider
Small PR teams that need task delivery and campaign-level commercial context in the same review. The formulas support review using recorded dates and financial inputs. They do not replace current estimates or an authoritative accounting record.
