Maximise Marketing Work Management Tools: 3 Best Practices

on 20 June 2023

Maximise Marketing Work Management Tools: 3 Best Practices

on 20 June 2023

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Using marketing work management tools can help teams collaborate more effectively, eliminate silos within the organisation and improve the efficiency of work. To get the most out of these tools, there are three key best practices that should be implemented. Firstly, customised dashboards should be created for teams, individuals and stakeholders. These dashboards allow teams to view and update their current and upcoming projects, as well as provide transparency for all team members. Individual dashboards should be created for individual team members so they can view and update projects they’re working on, and also see which items are awaiting review or approval. Read-only dashboards can also be created for external stakeholders, such as executive leadership and clients. Secondly, templates should be created for repeatable projects and tasks. These templates allow teams to use processes and assignments that have been used before, and help to save time when creating new projects. Templates should be updated regularly to include any new efficiencies or other changes. Finally, project request forms should be created. This ensures that all new project requests are made in the same way, and that all relevant information is included upfront. It also helps to automate the process of requests coming in, and can assign projects and tasks automatically. By implementing these best practices, organisations can make the most out of their marketing work management tools.

Originally reported by Martech: https://martech.org/marketing-work-management-best-practices-dashboards-templates-and-requests/
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by AI Generated on 1 August 2023

Maximise Marketing Work Management Tools: 3 Best Practices