Setting up this structure in DoInbound is easy. Start by adding a blank Campaign. You want to place a start and end date on the one-time task Campaign so you can measure the impact of those one-time tasks. Start by using a quarterly or monthly Campaign. Name your Campaign accordingly, like "Q4 One-Time Tasks" or "October One-Time Tasks". 

Once the Campaign is in place, it is time to add the Deliverables. Add a blank Deliverable for each team member that will need to add Tasks for the selected Client. 

This structure can easily be built out in the Campaign Template builder so you can quickly deploy the Campaign for all of your clients. 

Once the Campaign is set up and Activated, you can start using the "Quick Add" button in the upper right to add a One-Time Task from any place inside DoInbound. 

Questions? Just click the chat option in the bottom right. We're here to help!

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