Nathalie Gobel
Nathalie Gobel
The marketing department is essential to any organization. Beyond creating campaigns and content, it’s constantly handling requests from other teams. Whether it’s designing visuals, writing copy, or putting together presentations, these requests can quickly add up. Yet, many companies don’t have a clear system in place to manage them. This often leads to challenges in prioritizing tasks, meeting deadlines, and tracking progress. The good news? With monday.com, you can streamline internal marketing requests and keep everything organized with ease.
A tool like monday.com offers a solution by centralizing all internal marketing requests. This provides clarity and allows for a streamlined process. With fixed procedures, you can better manage boundaries, communicate lead times clearly, and effectively manage expectations. Moreover, the structured approach fosters collaboration, as everyone always has insight into the status of a request. This reduces unnecessary meetings and email traffic, increasing efficiency. In short, using a tool is essential to streamline marketing requests and keep your workflow running smoothly.
Before we dive into how you can efficiently manage marketing requests with monday.com, let’s first clarify what we mean by this. Internal marketing requests are all the inquiries that come to the marketing department within an organization. These can vary greatly in size and complexity: from quick, small tasks to large, strategic projects. Some examples include:
– Quick checks: “Can you proofread this email?”
– Graphic design: creating visuals, presentations, infographics, or brochures.
– Campaign support: setting up ads, email campaigns, or promotional materials.
– Events and trade shows: designing banners, invitations, or other marketing materials.
– Internal communication: drafting newsletters or internal updates.
Some requests take just a few minutes, while others require weeks of work. Since these requests can come from all corners of the company, having a solid system in place to track everything is essential. More on that below!
Instead of collecting individual requests via email or chat, all internal marketing requests can now come through in one standardized way. The WorkForms feature by monday.com makes this possible and is a commonly used platform for these types of processes. It ensures a centralized and structured system, meaning requests won’t get lost and will always be complete.
With required fields, you can easily specify what information is essential, such as the name of the person submitting the request, the deadline, and other key specifications. This way, the marketing team receives a complete and actionable request right away, without the need for extra back-and-forth communication.
Once a request is submitted, it’s automatically added to a clear and organized board with defined statuses. You can easily track whether a request is approved, when the project will start, and who it’s assigned to. For example, a request for a new web page can be assigned to the website team, while a new logo goes to the design team.
With the flexible filter options, you can quickly sort by request type, team, or priority. Even with a high volume of requests, the overview remains clear, allowing you to easily find the information you need.
Additionally, monday.com provides automatic updates to the requester about the progress of their request. This saves time, reduces unnecessary follow-up questions, and ensures transparent communication across the entire team.
Marketers often collaborate with experts in their team like web designers, copywriters, and performance marketers to successfully handle internal marketing requests. monday.com enables real-time collaboration, ensuring everyone is always on the same page. Requests can easily be assigned to the right expert, whether it’s an internal colleague or an external freelancer.
External freelancers can easily be added as guests to your boards, allowing them to collaborate on projects without full access to your system. This ensures your team is always up-to-date, while you maintain control over who can see and edit what. The result? More efficient collaboration and less miscommunication.
With monday.com dashboards, you always have a clear overview of all internal marketing requests and their progress. You can easily track budgets, workload, and project progress in real time, allowing you to quickly see where your team is busy and where you can make adjustments to prevent delays.
The platform also offers powerful reporting capabilities, enabling you to easily generate monthly, quarterly, or annual reports on the progress of internal marketing requests and projects. Thanks to automatic updates, you receive periodic reports without any extra effort. All data is stored, making it easy to export for further analysis or to report to other departments.
A great example of this is our client 123inkt, for whom we set up a dashboard to easily maintain an overview. They can now quickly see how many projects are pending, in progress, or completed. The progress of all projects related to their marketing plan is also visualized by pillar, so they always know exactly where the focus lies.
While monday.com is commonly used by marketing teams, the platform is highly versatile and can easily be extended to other departments like sales, HR, or IT, creating an integrated system across your entire organization.
This makes monday.com perfect for organizations where multiple teams are working together on projects, campaigns, or content. Since everyone is using the same system, teams can collaborate smoothly, share information easily, and track project progress in real-time. Everything stays organized, reducing the risk of lost data or confusion.
With monday.com, managing internal marketing requests becomes simpler and more organized. No more scattered emails or messy chats—everything is kept in one central location, structured and easy to access. Whether you’re handling small copywriting tasks or large-scale projects, monday.com gives you the tools to streamline your workflow and stay on top of your work.
Want to know more about managing internal marketing requests? Get in touch with us through our contact form or email us at [email protected]. We’d love to help!
Tryve is a monday.com platinum partner and helps companies with implementing state-of-the-art project management tools!
Tryve implements CRM and Project Management Solutions for companies.
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