Marketing Work Management Best Practices: Dashboards, Templates, and Request Forms

Effective marketing work management tools are essential for improving collaboration, breaking down silos within organizations, and enhancing overall work efficiency. Here are three best practices to help teams maximize the benefits of these tools.

Customized Dashboards for Teams, Individuals, and Stakeholders

Dashboards are a powerful feature of marketing work management tools, offering visibility and transparency for various users:

• • Team Dashboards: These display all current and upcoming projects, ensuring everyone on the team is on the same page. Regular updates during team meetings help maintain transparency and keep the workflow organized. As Brianna Miller, Director of Marketing and Demand Generation at Protenus, highlights, team dashboards allow teams to map out projects and visualize them across the entire team.

• • Individual Dashboards: Personalized dashboards for each team member enable them to track their tasks and see what’s awaiting review or approval. These dashboards are particularly useful in one-on-one meetings with managers, fostering open communication and ensuring that everyone is aligned on their responsibilities.

• • Read-Only Stakeholder Dashboards: For external stakeholders, such as executive leadership and clients, read-only dashboards provide a clear view of project status, deadlines, and key information without overwhelming them with details. This feature is especially valuable for keeping stakeholders informed without requiring them to dive into the specifics.

Templates for Repeatable Projects and Tasks

Many marketing projects follow similar processes, making templates an invaluable resource. By creating templates for recurring projects—such as webinars, newsletters, and trade shows—teams can save time and ensure consistency. These templates automatically assign project owners, task owners, and reviewers based on predetermined deadlines, streamlining the project setup process.

It’s important to regularly review and update these templates to reflect any changes or new efficiencies in the workflow. As Miller suggests, conducting at least an annual review with the team helps ensure that the templates remain relevant and effective.

Project Request Forms for Streamlined Processes

Implementing project request forms is another effective practice for managing work efficiently. By standardizing how new project requests are submitted, teams can ensure that all necessary information is collected upfront, reducing the back-and-forth often associated with project initiation.

These forms not only streamline the request process but also help automate the creation of projects and tasks based on the information provided. This automation reduces manual effort, allowing teams to focus on higher-value activities.

By utilizing dashboards, templates, and request forms, organizations can significantly enhance their marketing work management processes, leading to better collaboration, increased efficiency, and more successful project outcomes.