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Welcome to Political Campaign Planner!

This guide will walk you through setting up your campaign system in just 5 simple steps. Whether you're running for city council or congress, this template handles everything from tasks to finance to opposition research.

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Step 1: Create Your First Campaign

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Action Required: Add your campaign to the Campaigns Database

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1. Navigate to the Campaigns Database on the main page
2. Click "+ New" to create your first campaign
3. Fill in the essential details:
   • Campaign Name (e.g., "Sarah Johnson for Mayor 2026")
   • Candidate Name
   • Office Sought (Mayor, City Council, State Rep, etc.)
   • Election Date
   • Campaign Status (set to "Kickoff" or "Early Campaign")
   • Budget (your fundraising goal)
4. Optional: Add Campaign Manager, HQ Address, and Party Affiliation

Step 2: Set Up Your Team

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Action Required: Invite team members to Notion

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1. Click Share in the top right corner of Notion
2. Invite your campaign team members by email
3. Set appropriate permissions:
   • Full Access - Campaign managers and senior staff
   • Can Edit - Most team members
   • Can View - Volunteers and limited access users

Step 3: Add Your First Tasks

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Action Required: Create initial campaign tasks

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1. Go to the Task Dashboard
2. Click "+ New" in any task view
3. For each task, specify:
   • Task Name (what needs to be done)
   • Related Campaign (select your campaign - IMPORTANT!)
   • Assigned To (team member)
   • Due Date
   • Status (To Do, In Progress, etc.)
   • Priority (High, Medium, Low)