Orchestrate walk-through

Magnolia Orchestrate simplifies managing campaigns and content tasks, providing tools for marketing teams to plan, assign, track, and analyze campaigns. Here’s a detailed guide specifically for authors and marketing professionals to show the end-to-end usage of the module. All instructions on this page assume you are inside the Orchestrate app inside of Magnolia.

Scenario: You have a product launch for our new Snazzy Kitten sweaters. You want to ensure that the social media campaign, email campaign, Black Friday promotion, and all the associated work fit the desired timeline so your loyal customers can get their Snazzy Kitten sweater for the furry family members.

Here is a high level overview. Click into each step for detailed instructions on how to achieve the task.

First, create a campaign folder.
Next, create your campaign.
Then, create task folders inside your campaign.
Add tasks to the folders or to teh campaign.
Manage your timeline.
Track task progress.

Create a campaign folder

First thing’s first, you need to create a campaign folder to hold everything about your campaign. Be sure to give the campaign folder a meaningful name so it’s easier to identify later. For example, Snazzy Kitten Sweaters.

Go to your Browser subapp.
Click Add folder in the Action bar.
1. If prompted, give the folder a name.
2. Otherwise, click Rename item in the Action bar and give the folder a name.
Save your changes.

Create a campaign

When you create a campaign, you should think of why you’re running the campaign and how long you want the campaign to last. These details will help you identify the campaign later as well as plan how tasks are broken down for those involved in the campaign.

Go to your Browser subapp.
Click Add campaign in the Action bar.
1. Give the campaign a name.
2. Enter when you want the campaign to start in the From date field.
3. Enter when you want the campaign to end in the To date field.
4. Describe the campaign in Brief.
Save your changes.

Create task folders

Now, you’ll want to organize tasks into folders for ease of planning.

Go to your Browser subapp.
Click Add folder in the Action bar.
1. If prompted, give the folder a name.
2. Otherwise, click Rename item in the Action bar and give the folder a name.
Save your changes.

Add tasks

Now, you’ll want to add tasks into the task folders or if they’re general tasks, perhaps at the campaign level as shown here.

Go to your Browser subapp.
Click your desired campaign in your campaign folder. In the example, this is Snazzy Kitten Sweaters.
Click Add task in the Action bar.
1. Give the task a meaningful name.
2. Enter a description of the task in Content brief.
3. Assign the task under Assignee by selecting someone from the dropdown list.
4. Give the task a Due date.
5. Assign the current Status to the task.
6. Give the task a Priority.
  Options
  - Highest
  - High
  - Medium
  - Low
  - Lowest
Save your changes.

Manage your timeline

Once tasks are assigned, navigate to the Calendar Subapp. Here, you’ll see a visual representation of all scheduled tasks, making it easy to manage deadlines.

Drag-and-Drop Tasks: If deadlines shift, you can adjust task due dates by simply dragging tasks to new days in the calendar. This flexibility ensures real-time updates and efficient handling of delays or changes in priorities.
Adjust Task Responsibilities: In case of resource reallocation or unavailability of a team member, reassign tasks on the fly. This is done by opening the task and selecting a new assignee.

Track task progress

You can visualize your workflow with Kanban boards. This subapp is a visual Kanban board, allowing you to track the progress of tasks through different stages such as Planned, In Progress, and Done. Tasks can be moved between these states using drag-and-drop functionality, making it easier to identify what needs attention.

To continue with our Snazzy Kitten example:

Go to your Browser subapp.
Click the desired campaign, in this case, Snazzy Kitten Sweaters.
Click Open campaign board.
We see the Design-campaign-ads task is In Progress on the Kanban board.
Move it to Done by dragging and dropping from the In Progress column to the Done column.