What can we help you with?

monday.com for Marketing Teams

From content calendars to digital asset management, all the way to planning and executing campaigns and much more, managing marketing teams involve many intricate processes. With monday.com, you can plan, track and organize all of your marketing workflows in one centralized place for optimal efficiency!

In this article, we'll take you through some of the most essential marketing-related templates that we offer so you can easily begin managing your marketing projects from A-Z. 🌟


Use templates to easily get started

To help you instantly get started with your marketing workflows, check out our pre-made templates! By browsing our template store, you can get inspiration to build your own board or choose a template that you can customize to fit your specific use case.

Throughout this guide, we'll use the "All-in-one Marketing Solution" template bundle as a starting point to help you kickstart the management of your marketing processes.


Within the All-in-one Marketing Solution, you'll find several board templates to help manage your marketing processes such as a content calendar, digital asset management board, campaign planning workflow, and much more! Keep reading to learn more about each of these workflows and to see how monday.com can help with your marketing needs. 


Content Calendar

By using content calendars, marketing teams are able to plan, organize, and share content to their relevant promotional channels in an efficient and transparent way. Most importantly, content calendars are highly visual, allowing marketers to track the content types, assigned teams of copywriters, designers, and publishers, as well as to schedule publish dates all at a glance. 


Furthermore, this template, along with others mentioned in this guide, comes fully equipped with additional features such as board views! Use them to transform information from your content calendar workflow into different visual displays, so you can work in the way that suits you best!


To read more on how to build out and use your very own content calendar, check out this article.


Creative Planning with Adobe Creative Cloud

With the "Creative Planning with Adobe Creative Cloud" template, you can align your design tools and work process by syncing the Adobe CC platform with your board. Using this, you can outline projects, track progress, and seamlessly upload your assets, providing you with a high-level overview of your requests and the ability to make decisions based on real data.


Tip: To take this workflow to the next level, we recommend integrating this template with your Adobe CC account. You can learn all about how to do it in this article.


Digital asset management (DAM)

As a marketer, having all digital assets (photos, files, logos, videos, etc.) located in one organized place for your team to access is crucial in order to be able to complete your many projects in the most efficient way possible. The "Digital asset management (DAM)" template allows you to do just that, ensuring that your digital assets are all laid out in a centralized fashion and accessible at any given time.


Furthermore, this template also comes ready-made with additional board views that make asset management a breeze! For example, the Files View consolidates all the files or documents on your board into one, easy-to-view gallery, as shown below:



High Level Marketing Plan & Budget

With the "High Level Marketing Plan & Budget" template, you can get a clear overview of all of your marketing initiatives and strategies that you have for the year ahead. By working on this board with your team, you can plan your high-level business goals, budgets, project timelines, and more all in one place.


To read more in-depth on how to use monday.com for strategic project management for your marketing team, check out this article.


Campaign Planning & Status

As a marketing team, chances are that campaigns sit at the core of most things that you do. That's why tracking them efficiently is crucial to your workflow!

Campaign tracking allows marketers to stay up-to-date with all the necessary details of each campaign they’re running, such as the platform it's running on, its status, costs, impact, and much more. Because campaign statuses are constantly changing and you may have many campaigns going on at any given time, having one central hub to manage this all is crucial to an efficient workflow and team collaboration.


To learn more about the ins and outs of managing your campaigns using monday.com, check out the full guide here.


Event RSVP Process

As most marketers know, executing a successful event can be a super powerful tool to help achieve many business and marketing goals. To help manage the many moving parts involved in event planning, the "Event RSVP Process" board provides you with the ability to oversee all aspects of your marketing event from planning, to budgeting, managing timelines, collecting, and analyzing post-event data.


You can read all about managing your marketing events from start to finish in this article.


Marketing overview dashboard

And finally, one of the most important aspects of managing a marketing team is the ability to analyze data from the many projects that you have in order to measure progress and best prepare for the future ahead. The "All-in-one Marketing Solution" bundle provides you a tool just for that by using the "Marketing Overview" dashboard!

This dashboard comes loaded with many customizable widgets such as the Battery Widget, Numbers Widget, Chart Widget, Timeline Widget, and more that allow you to aggregate data from your many marketing projects into high-level reports for you and your team.


Have fun with it!

These boards, views, automations, and more are intended to be a starting point to help you get up and running with your workflow! You can use these exact boards if they're right for you, but don't be afraid to experiment and test out all of the amazing features on monday.com!

Make sure to check out other prepared templates and explore the Columns Center to see all of the ways you can use columns as building blocks to build your own unique board! You can also customize your own automations, enable loads of integrations, and pull in data from multiple boards into high-level dashboards to really connect the dots in your marketing workflows. 🤩


If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!