Marketing team planning | monday.com tutorials

Managing Your Marketing Team on Monday.com

In this video, you will learn how to manage your marketing team and track your work in one central place using Monday.com. The video covers two boards: a high-level plan board for mapping out goals and tracking progress, and a day-to-day work board for breaking down projects into smaller tasks.

High-Level Plan Board

• Use the high-level plan board to map out your goals for the year and track progress at a glance.

• Each group represents a quarter of the year, while each item represents a high-level project.

• Customize columns to fit your exact needs.

Day-to-Day Work Board

• Use the day-to-day work board to manage your daily tasks.

• Break down high-level projects from the plan board into smaller tasks.

• Organize by week and assign ownership to team members.

• Use deadline mode to quickly identify upcoming deadlines.

• Collaborate visually using calendar view.

Connecting Boards

• Connect the two boards together with link-to-item and mirror columns.

• Link each project on the high-level plan board to its associated tasks on the day-to-day work board.