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
resourcetype for every operation on a project. Prefer Project for ordinary marketing work and AdCreativeProject only 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_listProjects with the chosen resourcetype and search term. Reuse a unique match or show choices when several projects could apply.
- If creation is requested, call
api_createProject with a clear title, concise outcome-based description, and only supported structured data. Preserve the returned project ID.
- Call
api_listProjectItems before 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_createProjectItem for authorized items. Use data.assets for known permanent asset UUIDs; never store signed URLs as durable references.
- Use
api_reorderProjectItem only when the user requests or approves a new sequence. Use api_assignAgentToItem only with a resolved agent ID and explicit execution scope.
- Use
api_exportProjectItems only 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.
1---2name: manage-projects3description: 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.4---56# Manage Projects78Translate a marketing plan into accountable, sequenced work without confusing project organization with publishing authorization.910## Guardrails1112- Inspect before mutating. Reuse an existing project when it clearly matches the user's initiative.13- Use the same `resourcetype` for every operation on a project. Prefer `Project` for ordinary marketing work and `AdCreativeProject` only for specialized ad-creative projects.14- Do not invent project, item, partner, or agent IDs. Resolve them from tool results or user-provided values.15- Creating a project or item does not authorize assigning an agent, exporting content, publishing content, or deleting records.16- Confirm the target and consequences before soft-deleting a project/item, assigning an execution agent, or exporting to a partner integration.17- Dates must be realistic and internally ordered. Surface impossible dependencies or missing owners rather than silently compressing the plan.1819## Workflow20211. Define the initiative: outcome, scope, deadline, deliverables, channels, approval points, owners, dependencies, and definition of done.222. Call `api_listProjects` with the chosen `resourcetype` and search term. Reuse a unique match or show choices when several projects could apply.233. If creation is requested, call `api_createProject` with a clear title, concise outcome-based description, and only supported structured data. Preserve the returned project ID.244. Call `api_listProjectItems` before adding work to understand existing deliverables and avoid duplicates.255. 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.266. Call `api_createProjectItem` for authorized items. Use `data.assets` for known permanent asset UUIDs; never store signed URLs as durable references.277. Use `api_reorderProjectItem` only when the user requests or approves a new sequence. Use `api_assignAgentToItem` only with a resolved agent ID and explicit execution scope.288. Use `api_exportProjectItems` only after confirming the partner integration and exact item IDs. Report export initiation separately from export completion.2930Read [references/project-operations.md](references/project-operations.md) for field and lifecycle rules.3132## Marketing Operations Standard3334- Organize work around deliverables and approvals, not vague activity such as “work on social.”35- Separate strategy, copy, creative, channel adaptation, compliance, review, scheduling, and reporting when different owners or gates apply.36- Put the decision deadline before the publish deadline. Include contingency time for legal, customer, or executive review where relevant.37- Use priorities to express business consequence and sequencing, not urgency theater.38- Do not create a bloated project for a one-step request; perform the direct task unless the user wants tracking.3940## Output4142Lead 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.
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