Manage projects
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Organize marketing work in Simplified projects and project items. Use when the user asks to create or inspect a marketing project, campaign workspace, content production board, launch checklist, editorial pipeline, or deliverable list; add, retrieve, prioritize, reorder, assign, export, or remove project items; or turn an approved content plan into trackable work.
SKILL.md
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Manage Projects
Translate a marketing plan into accountable, sequenced work without confusing project organization with publishing authorization.
Guardrails
- Inspect before mutating. Reuse an existing project when it clearly matches the user's initiative.
- Use the same
resourcetypefor every operation on a project. PreferProjectfor ordinary marketing work andAdCreativeProjectonly for specialized ad-creative projects. - Do not invent project, item, partner, or agent IDs. Resolve them from tool results or user-provided values.
- Creating a project or item does not authorize assigning an agent, exporting content, publishing content, or deleting records.
- Confirm the target and consequences before soft-deleting a project/item, assigning an execution agent, or exporting to a partner integration.
- Dates must be realistic and internally ordered. Surface impossible dependencies or missing owners rather than silently compressing the plan.
Workflow
- Define the initiative: outcome, scope, deadline, deliverables, channels, approval points, owners, dependencies, and definition of done.
- Call
api_listProjectswith the chosenresourcetypeand search term. Reuse a unique match or show choices when several projects could apply. - If creation is requested, call
api_createProjectwith a clear title, concise outcome-based description, and only supported structured data. Preserve the returned project ID. - Call
api_listProjectItemsbefore adding work to understand existing deliverables and avoid duplicates. - Convert the plan into outcome-oriented items. Each item should have one deliverable, owner or owner-needed flag, status, priority, start/due date, dependencies in the description or data, and a measurable definition of done.
- Call
api_createProjectItemfor authorized items. Usedata.assetsfor known permanent asset UUIDs; never store signed URLs as durable references. - Use
api_reorderProjectItemonly when the user requests or approves a new sequence. Useapi_assignAgentToItemonly with a resolved agent ID and explicit execution scope. - Use
api_exportProjectItemsonly after confirming the partner integration and exact item IDs. Report export initiation separately from export completion.
Read references/project-operations.md for field and lifecycle rules.
Marketing Operations Standard
- Organize work around deliverables and approvals, not vague activity such as “work on social.”
- Separate strategy, copy, creative, channel adaptation, compliance, review, scheduling, and reporting when different owners or gates apply.
- Put the decision deadline before the publish deadline. Include contingency time for legal, customer, or executive review where relevant.
- Use priorities to express business consequence and sequencing, not urgency theater.
- Do not create a bloated project for a one-step request; perform the direct task unless the user wants tracking.
Output
Lead with project status and the critical path. Then report created or changed items, owners, dates, dependencies, approval gates, IDs needed for follow-up, and any action awaiting confirmation.