Moving a Project to a Campaign (Workflow)

Modified on Tue, 17 Dec at 2:08 PM

TABLE OF CONTENTS


Features described in this article are not included in all subscription plans. 
Interested in expanding your feature set? Please reach out to success[at]lytho[dot]com. Have a question about your current subscription? Contact our Support Team for further assistance.


Moving a Project to a Campaign

If you have a Project that you would like to associate with a Campaign or move to a different Campaign, you can do so from the actions menu in list views or the Project details modal.


In list views, select the actions menu to the right of your task and choose Move to Campaign.



From the task details modal, select the actions menu on the  top right corner and choose Move to Project.



Search for the Campaign you would like the Project to be moved to and click to select. 






Removing a Project from a Campaign

Remove a Project from a Campaign to make the existing Project stand alone.


Similarly to the steps above, you can remove from a Campaign using the actions menu in list views or the Project details page. Select the actions menu of your choice and click the option to Remove from Project.




Select Remove This Project to confirm. 


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