Marketing has never moved faster – or demanded more. Teams are expected to launch campaigns across multiple channels, personalise messaging at scale, generate leads, prove ROI, and stay ahead of constant change, all while managing shrinking budgets, leaner teams, and a never-ending stream of content.
Add to that a growing stack of AI-powered tools, evolving customer expectations, and tighter alignment with sales and product teams, and it’s clear that marketing today isn’t just creative, it’s operational.
Modern marketing teams need more than talent and ideas. They need systems that scale, tools that talk to each other, and workflows that free them from busywork. Because without the right infrastructure, even the best strategies stall.
And in an age of automation and AI, not using smart, connected tools is no longer just inefficient, it’s a competitive risk.
That’s where monday.com comes in. It’s not just another platform, it’s a flexible Work OS that helps your marketing team plan smarter, move faster, and stay in control. From campaign calendars to dashboards, automations to integrations, monday.com gives your team the tools to run marketing like a well-oiled machine.
We’ve broken down what that looks like across five key areas, with each video below featuring real examples from our team at at Provident CRM, led by Marketing Manager Leticia Nishida and Customer Success Manager Cian Brennan.
When marketing teams first adopt monday.com, they often start with the basics: a few boards for campaign planning, maybe a content calendar, and a project tracker or two. But without thoughtful structure and setup, those boards can quickly become overwhelming, unclear, or underutilised.
Below, Cian dives into how to optimise your existing boards to make them work harder for your marketing team – from improving visibility to enabling smarter collaboration and access control.
You should treat monday.com not just as a task manager, but as a customisable command centre. For example, a well-built content calendar board doesn’t just list dates, it brings together:
By using these features effectively, marketing teams can replace ad-hoc spreadsheets and endless status meetings with a centralised, always-updated source of truth.
Marketing moves quickly, and having updates scattered across emails or chat tools slows everything down. With monday.com, collaboration happens directly on your boards – @mentions, comments, and file attachments keep conversations tied to the work itself, not lost in inboxes.
Need to work with agencies or freelancers? Guest access allows you to share specific boards or views without exposing everything. Combined with custom views for different team members, it’s easy to keep everyone focused, aligned, and in the loop – without compromising control.
Pro tip: Once you’ve built a board that works well, turn it into a template so your team isn’t starting from scratch every time. Pair that with clear permission settings and you’ll keep boards consistent, reduce clutter, and make it easier for everyone to know what they own, and what they don’t need to touch.
Once your campaigns are off the ground, visibility becomes essential. Without a clear view of where things stand, like what’s in progress, what’s blocked, and what’s falling behind, small delays quickly snowball into missed deadlines. The good news? monday.com makes tracking progress and managing delivery smoother, faster, and far less manual.
In this video, Cian walks through how creating dedicated project boards with defined stages allows teams to clearly see what’s moving and what’s stuck. These boards can track campaign lifecycles from planning through to launch, making it easy to assign owners, manage dependencies, and keep timelines visible.
He also introduces the Time Tracking column, a feature many marketing teams overlook. This lets you start and stop timers on individual items, helping you monitor how long tasks are actually taking. Over time, it gives you valuable insights into team capacity, identifies where bottlenecks occur, and supports more accurate forecasting.
But tracking is only half the equation – automation is where monday.com really shines. Whether you’re launching repeatable campaign types or just want to cut out repetitive admin, the Automation Center allows you to build workflows that handle the busywork for you. Cian shows how a single button can generate an entire new project board in seconds, eliminating the need to rebuild structures manually.
You can automate task assignments, send reminders, update statuses, and notify team members, all based on triggers you define. With pre-built templates and custom automation logic, even the most complex workflows can be simplified and scaled.
Pro tip: Set up automations to trigger reminders for campaign deadlines, content reviews, or social post approvals. It keeps your marketing timelines on track, without someone having to chase them manually.
Visibility is everything when you’re running multiple campaigns, juggling deadlines, and trying to prove marketing ROI. But for many teams, performance data lives across disconnected platforms – or worse, in manually updated reports. Below, Cian shows you how to get better insights into your marketing performance inside monday.com, and his answer is clear: use dashboards to pull it all together.
Dashboards in monday.com let you bring real-time data from multiple boards into a single, visual space. Whether you’re tracking budget, lead generation, campaign status, or content production, you can surface the information that matters most, with no spreadsheet wrangling required.
With fully customisable widgets, you can build dashboards that reflect your goals and metrics. Display progress bars, pie charts, number columns, timelines, workload views, and more. The best part? The data is always live, so when your boards update, your dashboards do too.
Whether you’re preparing for a team check-in or presenting to leadership, dashboards help you communicate insights without digging through multiple tools.
Pro tip: Create separate dashboards for different audiences, one for the marketing team to track workload and deadlines, and another for leadership focused on spend, results, and ROI. Tailored reporting keeps everyone aligned, without overwhelming them with unnecessary details.
Dashboards are powerful on their own, but their true potential is unlocked when combined with monday.com’s integrations. Rather than switching between platforms to gather campaign updates or data, you can bring those inputs directly into monday.com and automate how they connect to your workflow.
Cian touches on a few common use cases: syncing email campaigns with Outlook, or connecting Slack to keep teams informed in real time. But there are over 200 integrations available, many of them tailored to marketing teams.
Some other valuable marketing integrations include:
Setting these up is simple through the Integrations Center, where you can search by platform and configure workflows with a few clicks. This not only saves time but ensures your data is consistent and accessible, no matter where it comes from.
Pro tip: Start by integrating the tools your team already relies on daily, like your email marketing platform or asset library. Even one well-placed integration can eliminate context switching, reduce errors, and give your team more time to focus on strategy instead of syncing tools.
As marketing teams scale, so do their boards, and without a clear system in place, things can get messy fast. What starts as a handful of simple campaign boards can quickly turn into a cluttered workspace full of half-used templates, old projects, and outdated data. When that happens, productivity drops, onboarding becomes harder, and even finding the right board can feel like a chore.
In this video, Cian shares a few essential best practices to help marketing teams stay organised as they grow. One of his top tips is to archive completed projects after a set period. This keeps your workspace focused on what’s active, while still retaining historical data for future reference.
He also points out that many users don’t take full advantage of search and filters, which are powerful features that help you zero in on the content, campaigns, or conversations you need, instantly. When boards are structured consistently with clear naming conventions, filters become even more useful.
A challenge for many teams? Information overload. To combat this, Cian recommends using templates for consistency, custom views for role-specific visibility, and clear access rules to make sure only the right people are editing the right things.
Pro tip: Create a quarterly “board audit” checklist for your team to review what’s active, archive what’s not, and clean up naming, ownership, and access. These regular checks prevent a headache later on and keep your workspace running like a campaign engine.
These aren’t just tips, they’re part of a larger, integrated system that monday.com offers to marketing teams looking to improve the way they work.
With monday.com, you can:
Whether you’re focused on campaign planning, social media scheduling, lead generation, or performance analysis, monday.com gives you the flexibility to build a platform that fits your team—while giving you the structure to scale it.
It’s not just a tool. It’s a unified marketing ecosystem that adapts to the way you work and helps your team deliver bigger impact, faster.
If you found this post helpful, there’s plenty more where that came from. Throughout the year, we host regular monday.com User Groups and Ask Me Anything (AMA) sessions, where our experts and customers share tips, strategies, and real-world examples of how they’re getting the most out of the platform.
We’ll have plenty of exciting new sessions coming your way in 2026, so stay tuned!
In the meantime, you can explore past session recordings and other monday.com resources right here. These are a great way to gain insider knowledge, learn from real use cases, and see how teams like yours are using monday.com to work smarter and drive results.
At Provident CRM, we help marketing teams get the most out of monday.com with tailored setups, smart templates, and training that empowers your team to take control of your marketing operations.
If you’re ready to stop cobbling together spreadsheets, threads, and disconnected tools – and start working in one organised, scalable system – we’re here to help. Get in touch via the link below to learn how monday.com can power up your marketing team.
