Team Planning

Keep planning and production in the same workflow

Team Planning gives your team a board-based workspace for tasks, owners, creative files, and approvals that stays connected to the rest of Optimize IQ.

Included in Optimize IQ Pro alongside Asset Library, Ad Builder, and Campaign Launcher.

Built for organized, visible campaign execution

Give your team one place to plan the work, attach the creative, and move deliverables through production.

Boards tied to real projects

Create boards around the same projects your team already uses across Asset Library, Ad Builder, and Campaign Launcher.

Card ownership and due dates

Assign work, add collaborators, set due dates, and keep delivery expectations visible without leaving the workflow.

Status from the board itself

Card status stays aligned with the column it sits in, so moving work across the board updates the task state automatically.

Creative attachments on the card

Upload images, videos, and reference files directly onto a task so the creative context stays attached to the work.

Move creative into Asset Library

Promote approved task attachments into Asset Library without downloading and re-uploading them manually.

Subtasks, comments, and activity

Break work down, track discussion, and review card history in one place so the team can move faster with less confusion.

Ready to keep the team on the same page?

Plan the work, attach the creative, and move tasks forward without breaking the production workflow.

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