Slope Blog

The Best Project Templates for Marketing and Creative Teams

[fa icon="calendar"] 6/28/18 9:34 AM / by Hassaan Bey

At Slope, you hear “every company is a media company” a lot. I mean, a lot. Even though at this point it’s beyond cliché, and elicits groans and eyerolls all over the office, it’s a mantra we believe in and one that is reflected in our product. That’s why Slope’s organizational structure is so flexible: to match whatever way your business organizes its creative work.

That being said, any software tool can be daunting when it’s new and empty, especially if it the tool you’re using wasn’t originally intended for creative work. So we talked to some of our most successful customers to find out how they structure their creative work. From our findings, we saw 7 different ways companies were organizing their work.

Each layer of organization is broken down into Section, Subsection, and Task. While these layers may be called something else depending on the tools you’re using (e.g. Board/List/Card in Trello; Collection/Project/Task in Slope), implementing a 3 layer system is easy regardless of the platform.

For each of the 7 examples, we’ll show you how each layer is purposed and share our two cents on why that method might be a good fit. Keep in mind that not all of your top layer Sections need to be organized the same way - it all depends on the type of work you’re doing.

1. Campaign

Each Section is a campaign; each Subsection is a content type for that campaign; each Task is a piece of content as defined by the Subsection’s intended type.


Good fit:

  • If you produce multiple large campaigns simultaneously
  • If you’re campaign is comprised of multiple types of content across different channels

Section: Creative Humans Campaign

Subsection: Campaign Videos

Task: Book Guest for Interview 1
Task: How Product Directors Stay Creative (Interview 1)
Task: Book Guest for Interview 1
Task: How Product Directors Stay Creative (Interview 2)

Subsection: Campaign Emails

Task: Interview 1 Email Graphics
Task: Interview 2 Email Graphics
Task: Schedule Interview Newsletters

2. Repeating Series

Each Section is a series; each Subsection is an installment or episode in the series; each Task is a deliverable needed for the rollout of that installment.


Good fit:

  • If you have a repeating series that can be templated out by Subsection
  • If you need to track an installment’s/episode’s milestones individually

Section: How-To Series

Subsection: Episode 1

Task: Creative Brief
Task: Script
Task: License Music
Task: Episode 1 (Full Video)

Subsection: Episode 2

Task: Creative Brief
Task: Script
Task: License Music
Task: Episode 2 (Full Video)

Section: On the Fly Interviews

Subsection: Episode 1

Task: Interview Questions
Task: Episode 1 (Full Video)

Subsection: Episode 2

Task: Interview Questions
Task: Episode 2 (Full Video)

3. Channel Type

Each Section is broken down by channel; each Subsection is an initiative or set of deliverables for that channel and can be archived together when finished; each Task is a deliverable or component to the Subsection’s intended outcome.


Good fit:

  • If you continually produce channel specific content (blog, social, youtube, etc) that isn’t a part of a series

Section: Website

Subsection: Update Graphics

Task: Update Style Guide
Task: About Page Graphics
Task: Product Page Graphics

Subsection: Customer Testimonials

Task: Schedule Redd Logistics Interview
Task: Redd Logistics Testimonial (video)
Task: Schedule Quirk Solutions Interview
Task: Quirk Solutions Testimonial (video)

Section: Social

Subsection: Meet the Team

Task: Brainstorm with Sales Team
Task: Meet the Sales Team! (video)
Task: Meet the Sales Team! (thumbnail)

Subsection: Dogs!

Task: Send ‘Bring Your Dog to Work Day’ Reminder Email
Task: Office Dogs! (video)
Task: Office Breed Bracket (infographic)

4. Events

The Section is an event or non-repeating initiative; each Subsection is a component of the event/initiative; each Task is a deliverable needed to complete the Subsection


Good fit:

  • If you are producing content around a one-off event like a conference or a PR push.

Section: Creative Operations Conference

Subsection: Presentation Collateral

Task: Kick-off presentation (pdf)
Task: Guest speaker intro/outro bumper animations (video)

Subsection: Signage

Task: ‘Conference This Way!’ Sign
Task: ‘Lunch This Way!’ Sign
Task: ‘Registration This Way!’ Sign
Task: Order Signs

5. Department

Each Section is broken down by department; each Subsection is a content initiative for that department; each Task is a deliverable needed to complete the Subsection


Good fit:

  • If you’re organization’s departments are siloed and don’t have a need to interact with each other regularly
  • If you want to organize your work by who is making the ask
  • If each department has a dedicated creative

Section: Internal Communications

Subsection: Weekly Town Hall

Task: Update Metrics
Task: Metrics Graphic
Task: Weekly Recap Video

Subsection: Employee Recognition

Task: Q1 Recap Video
Task: Email Graphic

Section: Sales

Subsection: Q2 Promotions

Task: Pre-Roll Ad (video)
Task: Social Graphic
Task: Email Graphic

Subsection: Email Videos

Task: Intro Video
Task: Trial Started Video
Task: Trial Ended Video
Task: Reconnect Video
Task: Upload Videos to CRM

6. Product Type Format

Each Section is a product category; each Subsection is an individual product; each Task is a deliverable associated with that product


Good fit:

  • If you produce content for a catalogue of products, i.e. consumer or manufacturing goods

Section: Fans

Subsection: Tower Fan (Large)

Task: Photos
Task: Sell Sheet
Task: Promotional Graphic

Subsection: Box Fan (Small)

Task: Photos
Task: Sell Sheet
Task: Promotional Graphic

7. Client Format

Each Section is a client; each Subsection is an initiative for that client; each Task is a deliverable for those initiatives


Good fit:

  • If you’re an agency
  • If you manage multiple external teams

Section: Cake-In-A-Cup Bakery

Subsection: Local Periodical Ads

Task: Full Page Ad
Task: Quarter Page Ad

Subsection: Baking Classes

Task: Sign-up Sheet
Task: Using Bran Recap Video
Task: DIY Icing Recap Video

Section: Everybody Eats Catering

Subsection: Newsletter

Task: New Menu Items Overview Video
Task: New Menu Items graphic

Subsection: Rotating Chef Spotlight

Task: Chef Margie Ray Announcement Video
Task: Chef Grady Carlson Announcement Video
Hassaan Bey

Written by Hassaan Bey

Hassaan is the Creative Manager at Slope. He's worked with brands on hundreds of campaigns and projects to help tell their story.