monday.com Implementation Consultant
5 minutes
Master Data | Project Management | Data Preservation | Marketing
Master Board | Cross-board | High-level board monday.com | monday.com dashboard limits | Marketing activities
Marketing managers | Marketing firms | Marketing teams | monday.com users
Whether you’re handling marketing campaigns for your company, or for multiple clients, there’s one thing that’s the same — timeliness!
Marketing runs on creative juices, but success lies in execution. Brilliant ideas only create impact when they’re launched in the right place, at the right time. This is why you need a reliable project management workflow to keep marketing activities on track and aligned across all teams, brands, or clients.
Our recommended solution? Master Data. If you’re already using monday.com, take a few minutes to discover how our app can power up your day-to-day marketing workflows and long-term campaigns through this short article.
Your company might already be working across multiple boards. Think about all of your content calendars, email marketing, ad campaigns, and client workspaces. With so many boards, important deadlines can be easily missed!
But don’t worry, Master Data brings all of this together in a single, centralized board for you. With its cross-board sync functionality, it automatically syncs updates from your various source boards. Whether it’s social media content, campaign milestones, or assignments, your team can gets a unified view of every moving part in one place!
Want to make content scheduling a breeze? Let Master Data take care of that for you. Just log all of your important dates in each source board, and our app will be the one to carry that data over to the Master Board.
To make sure you don’t miss anything in the Master Board, here’s a recommended setup from us:
Use monday.com’s Group by feature and pick the date column you want. Save this view to see a list of marketing activities scheduled for this, next, and last weeks, as well as the next months.
Add a Calendar view to your Master Board if you want to see all the items for posting in a calendar format!
Because of Master Data’s cross-board sync, all of the items from your different marketing boards now lives in one Master Board. Now you can see all the important dates from a bird’s eye view! With this setup, you can easily identify any bottlenecks or align timelines. Simple, right?
Multiple teams or persons spread out across different projects? Easily track how much work they have on their plate by adding a Workload view. You can use any of the date columns, or add a timeline column for each marketing activity. This way, you can be sure that your outputs and targets are balanced with the team’s actual availability! Further, this can also be great way to spot peak content weeks ahead of time.
The benefit of having individual boards for each client or campaign is that you can share this board with specific peopleith! With Master Data taking care of synchronizing everything with its cross-board sync, you get the best of both worlds – shareable boards for those who need access to information regarding their marketing activities, and one Master Board for you as the manager.
Marketing is tiring enough. Let Master Data ease the burden. With its cross-board sync functionality specifically designed for marketing teams using monday.com, the clarity and coordination you need to deliver campaigns successfully is at your fingertips!
From visualizing campaign timelines to planning team capacity, marketing teams of all sizes can plan smarter, work faster, and do more with Master Data.
Ready to streamline your marketing activities? Install Master Data on monday.com and truly become a marketing master!
📅Want to set up something similar? Book in for a free 30-minute consultation, on us!
Collect all tasks across different monday.com boards on one master board providing complete visibility and control over your data.
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Mint Consulting Australia Pty Ltd (ABN: 13 629 524 572) is a Sydney-based CRM and Salesforce Managed Services consultancy specializing in implementations, integrations, and business strategy, supported by a skilled local team of consultants, solution architects, and developers.
