Looking for recommendations on how other marketing teams have set up their processes - forms, boards - in monday.com. We have marketing requests coming from a variety of different sources such as request forms and larger projects. Looking for ways to tie all the requests together. Currently we have one board for the more operational requests.
Larger organizational projects with marketing components all have separate boards. We currently tie them together via a marketing dashboard which can get overwhelming. I have seen that other sites separate boards - one for social media, websites, creative design, etc. Appreciate any insights.
Thereās many ways to make this work. Your āsmallerā tasks, where are they coming from currently?
In my case, I use a centralized board for all projects to maintain one source of truth. From there, depending on the project type (e.g., social media, video, digital, content), an automation creates and connects the item with its corresponding team-specific board.
I set this up by building a Project Request Form on that main centralized board. Based on the project type selected, conditional questions then appear to collect precisely the right information for that particular team.
While building this form was a bit time-consuming due to all the conditional logic, trust me, your team will be incredibly grateful for not having to chase down multiple forms for different types of requests.
When I create workflows like this, I always prioritize the end-user experience ā how can what Iām building make peopleās lives easier?
Thank you! We are thinking conditional questions on our form would help. We spend alot of time tracking down the answers to questions we need (as they are currently not built into the form) Can you set up an automation/workflow that keeps the initial request on the main board and then duplicates in letās say on the social media board if it meets that criteria?
Currently from a form - connected to our new requests board. Used for weekly review by the team.
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Yes, you ācanā use the item and rules to create the same item on a specific task board ie social media. OR have you explored custom views on the board by task type? Might help remove a step
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Totally! Thatās how I have it. I have a main board for all the request and then once I review all the info, I will change the status to āWorking on itā and that will duplicate the item on the corresponding board depending on the type of project (social, digital, content, etc). Important to link via connected board the items so you can always see the original request vs the duplicated item.
Something like this:
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We split our campaigns by type across boardsālike social, email, and eventsāthen use dashboards to track performance in one place. Makes it easier to manage deadlines and team workload.
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Iāve set up one board for campaigns and another just for content planning with items like blogs, newsletters, and ads. I like breaking things out this way because I can add fields for channels, deadlines, and owners without clutter. For organic traffic tracking, I made a field to mark if a piece is optimized for Google or bing seo so I can filter easily during reviews.