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Quick start

Sitecore Marketing Resource Management (MRM) lets you plan, manage, and organize projects and jobs.

A typical workflow in Sitecore MRM covers the life-cycle of a project or job, as illustrated in the following diagram:

These workflows include the following high-level steps:

Basic project

  • Create - create a basic project.
  • Add and assign tasks - add tasks to the project and assign them to users.
  • Complete tasks - either decline a task, or accept it and then complete it when all work is done.

Multi-stage project

  • Create - create a multi-stage project.
  • Add stages and milestones - organize your project into a series of stages and milestones.
  • Add and assign tasks - add tasks to the project and assign them to users.
  • Complete tasks - either decline a task, or accept it and then complete it when all work is done.

Job

Next steps

  • Plan - organize the resources and budget of your project.
  • Add and attach content - include content that is relevant to your project.

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