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Build custom high-level overviews with everything team members need to know about ongoing projects to hit deadlines and exceed customer expectations.

Track projects 

Generate quotes easily from a flexible platform that displays hours worked, timeline, and budget in real-time for contacts.

Bill clients

Assign team members to initiatives and manage all project planning in one place to make sure that everyone is aligned at any given time.

Collaborate effectively with stakeholders

Calculate billable hours for clients, get a full overview of customer projects in real-time, and collaborate efficiently with stakeholders across teams.

Manage your contacts and easily connect them to relevant projects

Stay 100% connected on the go

Get an overview of your projects timelines

Get a high-level overview of your projects in a glance

Manage your customers projects with ease

Customer projects

Stay up-to-date with a customer-centric project management template.

It can be used for

See every request, task, and status update in one cohesive and intuitive view that gives you an instant snapshot of all marketing processes.

Centralize all marketing ops in one place

Create seamless workflows with your content creators and effectively assign tasks, manage approvals, collaborate, and organize all communications in one place.

Manage content writers and designers

Use the timeline view to keep on top of all campaigns, identify bottlenecks, and stay focused so that you never miss another launch date.

Stay on track

Create customizable forms to capture any marketing request. Then view, assess, assign, and manage those requests from one central place.

Capture marketing requests

Visually track all of your marketing campaigns. Collaborate with writers and designers in one place, see progress, and easily automate work to meet your deadlines.

Keep track of your campaigns

Take you business marketing to the next step

Manage your marketing operations

Marketing activities  

Centralize and manage all marketing operations in one collaborative place.

Track and manage all of your marketing projects to align with your quarterly and yearly goals. Visualize your plan by using a comprehensive timeline and chart.

Optimize your marketing strategies

Manage all of your marketing initiatives in one place so that you can efficiently plan your budget.

Budget efficiently 

Set automatic reminders and notifications so you never miss a deadline. Automated processes improve your team’s collaboration and help you reach your KPIs.

Track all of your marketing initiatives and strategies together with your team. Plan your business goals, budgets, and marketing campaigns from A-Z in one workspace.

Manage deadlines the way you want

Plan and track your budget

Plan strategies and see everything at a glance

Reaching your business goals through marketing has never been easier. With our intuitive and powerful marketing plan template, you can plan your successful campaigns from start to finish in one, centralized workflow.

As a marketing team or business owner aiming to reach your target audience, you have a lot of information you need to organize before you can craft a winning marketing strategy to support multiple marketing campaigns

Easily craft robust executive summaries that your stakeholders will want to read, with all of your market research and data at a glance. Visualize your data however you see fit, from high-level dashboards to Gantt charts and colorful timelines so you’re confident making data-driven decisions every time. 

Whether you’re a small business or a large enterprise, an invaluable part of your marketing efforts should include a SWOT analysis, where you evaluate your strengths, weaknesses, opportunities, and threats against those of your competitors’ products or services.

Your marketing team will rejoice and how easy it is to sync with all team members and stakeholders to keep everyone aligned on marketing goals for your different sections of your marketing, such as unique buyer personas.

They can also stay up-to-date on the latest version of any file or campaign related to content marketing with the ability to instantly share documents, images, annotations, and feedback to avoid rework and streamline communication with everyone involved.

Marketing plan

Plan out your marketing initiatives and strategies throughout the year.

Centralize all your creative assets and documents in one visual workspace. 

Manage creative assets

Organize your upcoming social media content by platform, publish date, status, and all necessary digital assets for each of your pieces of content. 

Organize all your content

Organize your upcoming social media content by platform, publish date, status, and all necessary digital assets for each of your pieces of content.

Import all relevant data, and connect external files to monday.com in just a few clicks.

Centralize your data

Import your relevant social media metrics, and connect all external files to monday.com in just a few clicks.

Create, schedule, and design all social media content in one visual workspace. Organize your upcoming content by platform, publish date, status, and more.

Kim Garst Content Calendar

Kanban View

Calendar View

Kim Garst Board view to see everything

Planning your social media using our social media planner template helps maximize your team’s potential for success. With so many social channels requiring scheduled posts and types of content, you want to make sure you have everything you need well in advance of each publish date.

This template makes tracking social media campaigns and brand awareness easy, allowing you to keep tabs on all the platforms your team uses, such as LinkedIn, Facebook, and Instagram with our dozens of integration options. There’s also a convenient URL builder that lets you create and edit links to your liking. Organize the results of each campaign and track the performance while keeping up-to-date on your schedule, budget spent, and so much more.

This template makes planning out your content nearly effortless with the ability to customize everything to fit your team’s unique needs. Easily assign owners, add due dates, and attach the required files and assets for each post. Set the status to stay up-to-date on all social media efforts and keep track of the designated departments.

This template will allow you to compile all your social media campaigns and social channels in one place to get a 360 degree view of all your social media efforts. Find out the average impressions for any post in a given week in order to implement quick changes. 

Optimize your entire social media workflow in one, centralized place to boost your impressions and make an even bigger impact with every post.

Social media planner

Create, schedule, and design all social media content in one place. 

Collaborate with your clients easily with customizable forms, and integrate contacts from HubSpot for a seamless client directory.

Organize your clients 

Create an efficient and standardized workflow for running your campaigns. Shorten approval and feedback loops by keeping everything centralized in one place.

Track and manage campaigns 

Easily track the status of your projects in detail, manage the workload of your team members, and accomplish your high-level initiatives.

Stay on top of your goals and initiatives

Manage all of your campaigns from incoming leads to the final launch. Keep track of your clients and easily integrate HubSpot, Mailchimp, and Gmail to streamline all your work.

Campaign Requests & Planning

Campaign Overview Dashboard

Campaign Tracking Calendar

Achieving your client campaign goals has never been easier—or more visually-appealing. With our intuitive powerful client campaign for agencies template, you can optimize the way your team works to plan your successful campaigns from start to finish in one, centralized workflow.

From marketing strategy to tracking performance data and analytics of landing pages and text for ads, this template was built to make all of your agency team’s processes run smoothly. Digital marketers and data green thumbs alike can view data whichever way they see fit, from high-level dashboards to Gantt charts and colorful timelines so you’re confident making data-driven decisions related to client management every time.

Team members can easily track and monitor social media and ad campaigns and other content marketing, regardless of team size. Whether your team is more like a small business or more like a marketing agency,  it’s easy to collaborate in real-time on your marketing strategy, which target audiences you’re going after, future blog posts, and upcoming press releases.

Stay up-to-date on the latest version of any file or campaign by instantly sharing documents, images, annotations, and feedback to avoid double work and streamline communication with everyone involved.

Explore hundreds of automation recipes to automate mundane tasks so you can focus on the work that really makes an impact. Create automatic reminders for upcoming deadlines so all your campaigns go according to plan.

Client campaigns for agencies

Manage clients, campaigns, and initiatives all in one place.

Manage all of your campaigns in one central location for easy and clear analysis.

Track and monitor your campaigns

Use the Facebook Integration to automatically sync all of your Facebook ads directly into your monday.com account.

Sync your Facebook account

Board views help you visualize and analyze your data and metrics in a high-level overview so you can increase the performance of your campaigns.

Increase campaign performance

Manage, track, and monitor all of your Facebook campaigns in one central place. Sync with your Facebook data and use board views to analyze your ads and improve performance.

Customize the Facebook ads integration to your specific needs

Add more columns to fit your day to day workflow

Use the chat bar to analyze your data in light of your goals

Use the chart view to get a view of the status of your campaign

Communicate with your team

Manage all your campaigns’ data in one central place

Organizing the way you reach your target audience through Facebook Ads has never been more intuitive. With our adaptable and Facebook ads integration template, you can plan your successful campaigns from start to finish in one, centralized workflow. 

As a marketing team or business owner whose efforts must be spread out amongst mobile apps and landing pages alike, the amount of information you need to organize before you can craft your Facebook Ads strategy: marketing API, copy, digital assets—the list can be vast.

Master campaign tracking to enable you to then generate robust executive summaries that your stakeholders will want to read, with all of your market research and data at a glance. Visualize your data in one central location and analyze it however you see fit, from high-level dashboards to Gantt charts and colorful timelines so you’re confident making data-driven decisions every time.

Whether you’re a small team or a large agency with multiple Facebook accounts, an invaluable part of your Facebook Ad efforts should include routine evaluation of your ad performance. Our template makes it easier to do retrospectives so your next campaign can have an even greater impact.

Your marketing team will fawn over how easy it is to sync your Facebook account, so all of your ads automatically live in your monday account. This way, all team members and stakeholders can see what they need to see, when they need to see it, such as page visits and clicks.

They can also stay up-to-date on the latest version of any file or campaign with the ability to instantly share documents, images, annotations, and feedback to avoid rework and streamline communication with everyone involved.

Facebook ads Integration

Integrate your Facebook account to manage and monitor ad campaigns.

Collect all your Adobe CC designs in one workspace. Visualize your design process in a smart calendar, organized with status and deadline tracking.

Visualize your design process 

Communicate your progress and review feedback using the monday.com plugin for Adobe CC. Edit and annotate files within your board so everything stays in context.

Collaborate with your team 

Set automatic reminders and notifications so you never miss a deadline. Automated processes improve your team’s collaboration and help you meet your KPIs.

Align your design tools and work process by syncing Adobe CC with your boards. Outline projects, track progress, and upload your files or assets seamlessly so they’re always accessible. Get a high level overview about all your requests and team workload to make decisions based on real data. 

Prioritize your tasks & projects

See files the way you want in one place

Manage your deadlines in a calendar view

Collaborate without leaving Creative Cloud

The Creative planning with Adobe Creative Cloud template optimizes your creative planning processes with integrations and a visual flow that works for you, so you can organize and streamline the way your team works to plan your creative campaigns from start to finish in one, centralized workflow.

Sync all team members and stakeholders on your design process, by creating smart calendars with progress tracking and deadline reminders. Give everyone a voice on digital assets by storing them in the monday platform, where everyone can add feedback and comments in real time in the updates section. It’s easy to get approvals with automatic reminders and more, so you won’t be chasing down email threads.

Digital marketers and data green thumbs alike can view data whichever way they see fit, from high-level dashboards to Gantt charts and colorful timelines so you’re confident making data-driven decisions related to your design process every time. The monday.com plugin for Adobe Creative Cloud allows you to seamlessly integrate your existing tool into the intuitive platform.

Team members can easily track and monitor performance of their design assets. Whether you’re a freelancer or team lead, it’s easy to collaborate in real-time about your design requirements, roll out dates, branding updates, and potential clients or campaigns.

Stay up-to-date on the latest version of any Adobe Creative Cloud asset or campaign by instantly sharing documents, images, and annotations to avoid double work and streamline communication with everyone involved.

Choose from hundreds of automation recipes to automate mundane tasks so you can focus on the work that really makes an impact. Create automatic reminders for upcoming deadlines so all your campaigns hit the mark.

Creative planning with Adobe

Sync your team’s Adobe CC files to visualize the entire design process.

Use statuses to visually track each step of your planning process. Assign tasks, oversee due dates, and stay on top of all your work at a glance. 

Visualize your entire planning process 

Instantly collect all RSVPs through a form and keep track of your guest list to ensure a successful event.

Streamline your RSVP process

Track your event performance with high-level dashboards and get a big-picture report of all of your most important metrics.

Measure success

Manage and plan all your events in one organized workspace. Assign tasks, track statuses, and oversee deadlines to ensure smooth collaboration.

Event Dashboard Overview

Event Registration Form

Event Campaign Calendar

Event Campaign Planning

Event RSVP Process

The event planning & operations template optimizes your creative planning processes with integrations and a visual flow that works for you, so you can organize and streamline the way your team works to plan your events from start to finish in one, centralized workflow.

Sync all event operation managers, event staff, and stakeholders on your events including in-house and large-scale festivities, conferences, and more by creating smart calendars with progress tracking and deadline reminders. Give everyone a voice on digital assets by storing them in your personal event planner on monday.com, where everyone can add feedback and comments in real time in the updates section. Never leave anyone guessing on where they should be or who is responsible for what.

Client-facing and behind-the-scenes dream team members Digital marketers alike can view and share data whichever way they see fit, from high-level dashboards to Gantt charts and colorful timelines so you’re confident making data-driven decisions related to your events and operations processes every time. Use statuses to give clients a high-level view of progress. Track budgets and visualize them in just a few clicks.

You can even power your boards with forms that populate them with crucial event details, like number of guests, budget, and dates, right from the start. Choose from hundreds of automation recipes to notify you when a new item is added or to automate mundane tasks so you can focus on the work that really makes an impact.

Use different groups to logically organize your workflow by categories, such as logistics, food and beverage menus, and venue tasks. House important documents like invoices, receipts, and photos side by side with each item. Integrate tools like MailChimp for newsletters and invitations related to your events.

Event planning & operations

Manage all your events visually in one collaborative workspace.

Use a customizable form-powered board to collect feedback from event attendees for easy and comfortable follow-up.

Collect feedback with ease

Organize new leads from your events by opportunity size, priority, status, and action deadlines so you can make the most of all post-event opportunities.

Manage new leads and opportunities

Summarize your data with views and dashboards and get a high-level overview of general satisfaction, trends in feedback, and lead forecast.

Interpret trends using feedback

Collect feedback and track follow-up opportunities from events. Forecast sales leads and manage all incoming deals.

Event Feedback Score

Event Sales Leads

Event Sales Forecast

Post Event Dashboard

Event Feedback

The post event opportunities template optimizes all of the processes after attending the event, so you can make the most impact for either live events or virtual events. The platform works as your own personal event technology to follow up all of your pre-event marketing and event management efforts.

Event planners can easily organize and streamline the way your team works with integrations and a visual flow that works for you, in one centralized workflow.

Host a follow-up directory of stakeholders like those who had sponsorship packages, so you can keep them informed of future sponsorship opportunities. Keep sponsors’ branding and other important documents in one place to save you time later when you work with sponsors on new sponsorship ideas or want to share photos and videos with prospective sponsors.

Give everyone a voice on digital assets by storing them in the monday platform, where everyone can add feedback and comments in real time in the updates section.

Create smart calendars with progress tracking and deadline reminders, for important post-event tasks and communication, such as a post event survey or promoting an upcoming or recurring event to your mailing list. Everyone involved in the process can view data whichever way they see fit, from high-level dashboards to Gantt charts and colorful timelines so you’re confident making data-driven decisions related to your post-event process every time.

The monday.com plugin for Salesforce allows you to seamlessly integrate your existing tool into the intuitive platform and track attendee information, so you can review previous RSVPs and other important data to inform your analysis of your events’ success. Team members can then easily collaborate in real-time about your outcomes, associated action items, and next steps.

Choose from hundreds of automation recipes to automate mundane tasks so you can focus on making your next event even better. Create automatic reminders for upcoming deadlines so you don’t miss an opportunity to engage stakeholders.

Post-event opportunities

Manage feedback, sales leads, and opportunities from events.

Monitor your progress at every stage. Oversee due dates, assign tasks, and stay on top of all your work at a glance.

Visualize entire campaigns

Instantly receive new campaign requests and manage both new requests approved campaigns in one place.

Streamline campaign requests 

Avoid overspend and help your team execute successful campaigns all while staying within your budget.

Stay on budget

Track campaign performance with high-level dashboards to help your team drive impact and work better together.

Measure success 

Plan your campaigns in one organized workspace. Assign tasks, track statuses, and make sure the entire team is on track to meet deadlines.

Receive requests through a simple form

Manage your team's workload

Stay up-to-date on all your campaigns

View the status of your campaigns

Track your campaigns timeline

Manage your incoming campaign ideas and requests

Reaching your campaign goals has never been easier. With our intuitive powerful campaign planning template, you can plan your successful campaigns from start to finish in one, centralized workflow.

From marketing campaign planning to tracking performance data and analytics, this template was built to make all of your marketing processes run smoothly. View your data whichever way you see fit, from high-level dashboards to Gantt charts and colorful timelines so you’re confident making data-driven decisions every time.

Easily track and monitor campaign objectives, your marketing strategy, future blog posts, and upcoming press releases. Sync with all team members and stakeholders to keep everyone aligned anytime, anywhere.

Stay up-to-date on the latest version of any file or campaign. Instantly share documents, images, annotations, and feedback to avoid rework and streamline communication with everyone involved.

Centralize all your media channels in one workspace with our dozens of integrations to keep using the tools you already use and love. Keep track of all your digital assets, as well as their progress and updates, in one visual workspace so that assets and files can be easily accessible for future projects and campaigns.

Use hundreds of automation options to automate mundane tasks so you can focus on the work that really makes an impact. Automate reminders for upcoming deadlines so all your campaigns go according to plan and on-time.

Create and share customizable forms to manage all incoming requests and streamline your entire marketing process. Identify bottlenecks in real-time, optimize campaign spend, and showcase your team’s success.

Powerful campaign planning

Few tips to help you make the most of this template! 

Plan all your upcoming campaigns in a visual way.

Useful for

The best solution for 

See all your upcoming content pieces in a calendar view. Assign writers, designers, editors, and other key team members to your projects to plan effectively.

Plan your content

Set automatic reminders and notifications so you never miss a deadline again. Automations help improve your team’s collaboration and reach your KPIs.

Stay up to date with all your content initiatives by collecting information in one place using customizable forms.

Streamline your workflow

From digital publications to social media–manage your publishing schedules and coordinate all content initiatives in one visual calendar.

Make sure you meet all your deadlines

Manage your team’s tasks in one place.

Track the status of each content piece easily.

Get a clear and visual overview of your content plan

Reaching your content strategy goals and creating a content calendar have never been easier. With our intuitive content calendar template, manage your publishing schedules and coordinate all content marketing initiatives–whether it’s for digital publications, social media or email marketing—in one, centralized workflow.

Content calendar

Manage all your content initiatives in one visual calendar.

Get started with ready-made templates

The monday.com template center offers a variety of templates customizable for every industry, business, and team.

Get started with ready-made templates

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