Marketing Campaign Checklist
Overview
- Centralized messaging checklist created inside the Microsoft Loop app for defining, refining, and finalizing campaign messaging
- Fully co-authorable: multiple team members can edit, update, and contribute in real-time
- Organized with collapsible headings and an auto-generated table of contents for fast navigation
- Allows users to leave inline comments directly on checklist tasks for discussion, feedback, and approvals
- Can be shared as a Loop component in Teams or Outlook, enabling real-time updates without opening the full Loop page
Benefits
- Real-time co-authoring and inline comments streamline collaboration and decision-making
- Collapsible sections and a built-in TOC keep large campaign checklists easy to navigate and maintain
- Shared Loop components ensure everyone works from the same live checklist, right inside Teams or Outlook
- Prevents misalignment by keeping messaging rationale, revisions, and approvals in one shared workspace
- Provides a reusable structure that marketing teams can duplicate for future launches, rebrands, or seasonal campaigns
Common Questions About This Marketing Campaign Checklist
What is this Marketing Campaign Checklist built with?
The checklist is built entirely in Microsoft Loop, the co-creation app included with Microsoft 365 – structured with collapsible headings, task checklists, and an auto-generated table of contents. There is no custom code and there are no third-party tools. It is the kind of clean, collaborative tracker Greg Zelfond builds for marketing and communications teams.
What’s included in the Marketing Campaign Checklist?
The checklist organizes campaign messaging work into collapsible sections with an auto-generated table of contents for fast navigation. Each section carries checklist tasks that team members check off as messaging is defined, refined, and approved, with inline comments on individual tasks for feedback and sign-offs. The same checklist can also be dropped into Teams or Outlook as a live Loop component.
Does this design use any custom code or third-party tools?
No. The checklist is built entirely with Microsoft Loop, which is included with most Microsoft 365 business and enterprise plans – no custom code, no third-party add-ons, and nothing extra to buy. That keeps it stable, secure, and easy to maintain, with everything stored safely inside your Microsoft 365 environment. Out-of-the-box is the only way Greg builds.
Can this checklist be customized for our marketing team?
Absolutely. The sections, tasks, and approval steps can all be tailored to your team’s campaign process – product launches, rebrands, seasonal pushes, or event promotions. Greg adapts the structure to the way your marketing team actually works, and because the checklist is reusable, you can duplicate it as a template for every future campaign.
Can the checklist be used inside Microsoft Teams or Outlook?
Yes – that is one of Loop’s signature strengths. The checklist can be shared as a live Loop component in a Teams chat or an Outlook email, where everyone sees and edits the same up-to-date version without opening the full Loop page. Updates sync in real time in every location, and the Loop mobile app keeps the checklist within reach away from the desk.
Can Greg build this checklist for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint and Microsoft 365 consultant and Microsoft MVP, he designs and builds collaborative checklists and trackers like this one in Microsoft Loop, SharePoint, and Lists, tailored to the way your team plans campaigns. Reach out through the contact page to get started.
