How to Use monday.com for Your Marketing Project Management Needs

Are you generating enough sales opportunities for your company? That's the question marketing managers are often asking. Considering a recent HubSpot survey found that marketing agencies generate between 300 and 800 sales opportunities per month, you've got to have a solid and aggressive plan to keep up with the competition.

Project management software does a really good job of helping marketing managers put together a marketing plan and execute it, and monday.com software is one of the biggest players in that category. You’ve probably heard of the software and are wondering what it can do for you.

The software certainly has quite a bit to offer a company’s marketing department, but it’s important to take a deeper dive into its features to understand if it really offers the capabilities you need.

Check out our full monday.com project management review to understand the platform’s full range of features. But here’s what you can expect out of the software in terms of marketing.

How to use monday.com for marketing project management

monday.com has a variety of tools to help you with running a marketing project. Here are nine of the most important ones.

1. Templates

monday.com offers a medley of templates that can handle any project management need you have. Using templates like these makes it easy to jumpstart a new marketing project, and saves you time and resources. The software has an intuitive interface that your team will be able to pick up easily, and it is flexible for various types of marketing campaigns.

Key feature: The software has more than 200 project templates, so you can create and staff a new project within minutes.

2. Workflow management

The software acts as effective marketing workflow software, managing and facilitating the entire marketing effort from start to finish, and the aforementioned templates help with that. The software is versatile enough to accommodate changes to the scope of the marketing project or any adjustment to the timelines.

Key feature: Time-tracking gives you visibility on how much time your team members are spending on what tasks, and therefore enables you to decide whether your team members should spend their time on higher-priority tasks.

The software visual style makes it easy to see what your team is working on. Image source: Author

3. Calendars

You can create your own marketing calendar through the software, which makes it easier to plan, organize, and track your marketing efforts. This is helpful both for internal usage, and to communicate with your clients. With this feature, you’ll be able to visually track progress across your teams, and it will be easier to delegate authority to copywriters, production, or anyone else in your team.

Key feature: A shared team calendar allows everyone to know what everyone else is doing and to look ahead on the calendar months in advance.

4. All mediums included

The software is helpful for marketing teams in particular because it allows you to manage content in all mediums, whether that be blog posts, videos, or even podcasts. The software enables you to use a step-by-step process to oversee the marketing project from start to finish regardless of the medium you use.

Key feature: The software’s resource management feature is important because it means you're not just tracking the project itself, but also the resources needed to accomplish the project.

The software lets you map out the schedules for individual team members. Image source: Author

5. Production solutions

monday.com’s task management system uses several boards, depending on what you need. A client contact board lets you manage all client contact data, including phone, email, website, and even your contract.

A high-level project status board tracks all current projects in one location and is the central hub where you will manage requests for changes. The low-level project management board tracks daily tasks and manages all of the other details.

Key feature: The software organizes all tasks into columns, making it easier to determine where each marketing task stands.

6. Campaign tracking

Marketing managers must have access to a project tracker so they can see how their campaign is doing, and monday.com offers that. It can be accessed by clients or it can be strictly internal, depending on your preferences. You’ll be able to manage timelines, track costs, allocate the proper resources, and measure the results of the campaign.

Key feature: The software has a document storage function so you always have project documents and any other important materials on hand at all times.

The software uses charts and graphs to help you visualize your marketing activities. Image source: Author

7. Email and social media tracking

You can get even more detailed with your tracking, such as zeroing in on how your email and social media campaigns are doing. monday.com allows users to develop email and social media campaigns through the software and then track posts and distributions on a number of platforms.

You’ll also be able to track individual team members on how they are doing with their assignments. The software integrates well with various media applications.

Key feature: You can create a custom dashboard just for your social media or email marketing team if you want to get more granular in how you assign tasks.

8. Centralized control

Too often, a project gets scattered in a thousand different directions as team members go down their own rabbit holes, making the whole process chaotic. This software will centralize all work into one location so you can manage your whole team's activities, ensuring that your email marketing team is coordinating with your content marketing team and your social media marketing team.

By acting as a cohesive unit, you build off each other's activities and increase the effectiveness of your marketing campaign.

Key feature: The software crunches data and presents it in the form of graphs and charts that give you actionable insights on how you can improve your team's effectiveness.

9. Automation

monday.com's automation feature lets you automate tasks that are repetitive and would otherwise take time from your team that could be spent on more productive tasks. With the software, you'll be able to set up rules that handle many types of common tasks.

For example, if a status were to change for an item, you could have the software automatically create an item on the board. Or, if you assign a task to a person, an item is immediately created on the relevant board.

Key feature: The software offers cross-board automation, which allows you to use an action on one board to trigger an action on a different board.

Is monday.com for you? Try it first

monday.com offers a free trial, so you should give the software a spin before settling on it. You may find that it’s perfect for your needs, or it may not offer exactly what you’re looking for. The best way to find out is to try it first so you don’t end up stuck with the wrong marketing project management solution.

If the software doesn’t quite do marketing project tracking as you envisioned, consider trying some of the other project management software solutions reviewed by The Ascent.