Agency Task Management Organized Work, Happy Teams

CampaignSwift offers four view modes for task management. List View provides a dense tabular layout with inline editing and sortable columns. Kanban Board organizes tasks into drag-and-drop columns by status with swimlane support and work-in-progress limits. Grid View displays tasks in a visual card-based layout for quick scanning. Calendar View maps tasks onto a calendar by due date for deadline-oriented planning. Switch between views anytime — your tasks stay the same, only the perspective changes.

CampaignSwift uses a three-level hierarchy: Folders, Tasks, and Subtasks. Folders are the top level — use them to organize by project, client, department, or any grouping that fits your workflow. Tasks sit inside folders and represent discrete deliverables or pieces of work. Subtasks break tasks into smaller action items. Tasks can also be nested under parent tasks using drag-and-drop reassignment. This hierarchy lets you plan at the strategic level while tracking execution at the granular level.

Yes, time tracking is built directly into every task through the Time Log tab in the task details panel. Team members log time entries with descriptions, edit existing entries, and see running totals. This eliminates the need for a separate time tracking tool and ensures hours are recorded against the specific task they relate to. Time data can be used for client billing, capacity planning, and understanding how long different types of work actually take.

Yes. Every task has a Campaign Link field that associates it with a specific campaign. When tasks are linked to campaigns, you can filter your task views by campaign, see task progress in campaign analytics, and understand how individual work items contribute to campaign goals. Campaign managers get visibility into production progress, and team members see the strategic context for their day-to-day work.

CampaignSwift provides a 5-step CSV import wizard for bulk task creation. Step 1: Upload your CSV file (a downloadable template ensures correct formatting). Step 2: Map your CSV columns to CampaignSwift task fields like title, description, priority, assignee, and due date. Step 3: The system validates your data and highlights any errors or missing required fields. Step 4: Resolve conflicts if any imported tasks match existing ones. Step 5: Confirm the import and watch progress tracking in real time. This is ideal for onboarding new clients, migrating from another tool, or setting up recurring project templates.

CampaignSwift supports extensive keyboard shortcuts for power users. Delete key removes selected tasks. Ctrl+A selects all tasks in the current view. Right-click context menus provide quick actions like edit, assign, change status, and duplicate without navigating away. The command palette (accessible via keyboard shortcut) offers a searchable list of all available actions. Full screen reader support and keyboard navigation ensure the platform is accessible to all team members.