Keep execution organized so your strategy turns into shipped work with clear owners and next steps.
Overview
Key benefits
Convert strategic initiatives into projects with tactics and tasks that are ready to assign and run. This reduces the gap between planning and shipping.
When tasks are created from tactics tied to a strategy, it’s easier to see why the work exists. That makes prioritization and scope decisions clearer.
Organize tasks in a way that makes it obvious what needs to be done next and who is responsible. Teams spend less time clarifying responsibilities in chat.
Review status by project, tactic, or task depending on the meeting and audience. You can stay high-level for leadership and detailed for execution.
Break tactics into explicit tasks so handoffs are visible and trackable. This helps when work spans content, design, web, and lifecycle.
Use a consistent structure across campaigns and quarters – strategy to projects to tactics to tasks. This makes reporting and retrospectives easier.
How it works
Open the strategy you’re executing in The AI CMO and identify the initiatives you want to deliver. Use those initiatives as the basis for new projects.
Set up a project that represents the outcome you want to ship, like a campaign launch or a website refresh. Keep the scope specific enough to manage week to week.
Break the project into tactics that represent major workstreams, like paid search, landing pages, email nurture, or partner co-marketing. This becomes your execution outline.
Create the concrete tasks required to deliver each tactic, such as writing copy, designing assets, building pages, and QA. Assign ownership and due dates based on your workflow.
Use Projects in weekly planning to confirm what’s done, what’s in progress, and what’s blocked. Adjust tasks and tactics as priorities change while keeping the strategy connection intact.
Use cases
Scenario
You have a quarterly demand gen strategy, but the launch plan lives in docs and tasks are scattered across emails and chat.
Solution
Create a campaign project, add tactics like ads, landing page, and email, then break each into tasks with owners and dates so the full launch is trackable in one view.
Scenario
Your strategy calls for improving organic traffic, but the work spans content updates, technical fixes, and new pages with multiple stakeholders.
Solution
Set up a project tied to the SEO strategy, create tactics for technical, on-page, and content work, then manage each deliverable as tasks so nothing gets lost in handoffs.
Scenario
A product update is coming and marketing needs to deliver messaging, a launch page, enablement materials, and customer comms on a tight timeline.
Solution
Use a release project with tactics for positioning, web, lifecycle, and sales enablement, then track tasks across the team to keep the release aligned and on schedule.
Scenario
You manage multiple client strategies and need a repeatable way to show what’s being executed without rebuilding project plans from scratch every time.
Solution
Create a project per client initiative, map tactics to the agreed strategy, and manage tasks as the delivery checklist so progress is easy to review in status calls.
Best practices
Name projects after the outcome – “Q3 Webinar Series Launch” is clearer than “Webinars”.
Keep tactics as workstreams, not tasks – use tactics for categories like “Paid social” and tasks for specific deliverables.
Write tasks as verbs with a clear deliverable – “Draft landing page copy” beats “Landing page”.
Assign an owner for every task – if it’s unowned, it won’t ship.
Use consistent scopes – one project should fit within a planning cycle you can manage, not an entire year of work.
Review by tactic in weekly meetings – it’s a fast way to spot bottlenecks across channels.
Close the loop – when a tactic is done, confirm the related tasks are complete so status stays trustworthy.
Keep strategy alignment visible – if a task doesn’t support a tactic tied to the strategy, question whether it belongs.
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FAQ
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