Discover the top features in Teamwork Projects that successful marketing teams use every day to create high-performance workflows and deliver results.
Marketers typically have to keep track of a lot of moving parts: strategy planning, email marketing, content production, website development, lead generation – the list goes on!
That’s the reason they love Teamwork Projects. Teamwork Projects allows marketing teams to keep track of all their work in one central place and collaborate effectively in order to make their team more efficient and deliver on their goals.
We’ve put together a roundup of the top features loved by the marketing teams that use Teamwork Projects to manage their work every day.
1. Board View
Marketing teams are very focused on production. Creative assets, content assets, websites, landing pages, and sales materials are just some of the things produced by a marketing team on a daily basis. That’s why marketing teams love Board View for visual work management.
Board View allows you to easily visualize processes and automatically assign tasks to different members of the team as you get through tasks. Board View allows you to set up columns representing different stages in a process and both add and drop cards from different task lists onto your boards. Board View lets you move pieces of work through a process very smoothly while giving the whole team a better perspective on the entire project.
With just a few clicks, you can assign tags and filters to these cards and use them to set up different information views that are customized to the preferences of each user. Marketing teams love using this feature for establishing content marketing processes, design production, and building other frameworks within a campaign. Check out our previous blog on how to use Board View to create a killer content marketing strategy.
2. Project and Task Templates
Event management, product launches, newsletter sends, and landing page designs are all in a day’s work for any marketing team. These campaign elements often have tasks that repeat the same steps and processes multiple times. It makes sense that standardizing these processes helps your team execute effectively and efficiently on tasks.
Marketing teams love project and task templates because they allow you to save tried and tested plans and processes and execute on them again at a moment’s notice. Using the task list template feature, you can create a list of tasks for a certain project, for example a trade show plan, and then save that list as a “Trade Show Planning” template. Once you have this template established, your team members can automatically populate this list with new details each time you need to complete a similar piece of work on a different project, like a trade show in a new city.
Task templates save teams so much time on the setup and planning phase of each project and allows everyone to dive right in with a clear map of what needs to be done. If you have refined processes for your campaigns, you’ll be able to execute confidently on the tasks and devote more time on the creative work instead of getting bogged down with planning. This is also an excellent way to make people aware of important processes, including new employees who need to be integrated into the team as quickly as possible.
3. Hubspot Integration
A lot of successful marketing teams tend to use Hubspot for lead generation and content management. Teamwork Projects has a native integration with Hubspot that makes it much easier for marketing teams to streamline their work between the two tools.
Collaboration between departments depends on open communication and streamlined workflows. The HubSpot integration helps manage it all and keeps track of every detail. As the sales team initiates a new a deal in HubSpot CRM, the integration with Teamwork Projects gives them the tools to work with marketing and get the collateral they need for the close. You can create tasks in Teamwork Projects – like requests for slide decks, templates, graphics, and other content – straight from HubSpot. This integration is available on our premium and enterprise plans.
4. Recurring Tasks
Small but mighty! Teamwork Projects’ recurring tasks feature allows you to set a task to repeat at whatever custom interval you need. These reminders are really useful for tasks you need to complete on a regular basis, such as replying to blog comments, sending out a weekly newsletter, or posting on social media. For example, setting a reminder to send out a monthly report means that you can always see this as part of your task list, and you can add some links or information to it throughout the month to make the task easier.
Marketing teams often work as a number of sub-teams in different skill sets, like demand generation, website, design, etc. Teamwork Projects allows you to add subtasks under individual tasks in task lists, which allows you to break down work into smaller areas and give the team full visibility on what needs to be done, and you can assign separate tasks to team members you may need to pull in.
Here’s how this works in real life. Designing a new webpage can be assigned to one team member, but the task can then be broken down into wireframing, design, and content, and then assigned to different team members. You also have the option to assign single tasks to multiple team members, encouraging collaboration while still maintaining full clarity on workload. Learn more about working with subtasks.
6. Notebooks, Files and Links
Marketing teams thrive when they can share information easily. We know this firsthand at Teamwork.com! That’s why it’s important to keep important files and documents in one place. Notebooks, links and files are just some of the ways Teamwork Projects helps you do that.
Whether it’s inspiration for design, a cool campaign or some new SEO tips, we save links to our favorite material in the links section of Teamwork Projects so any team member can easily find it. It’s also a great area to be able to store Google Doc links associated with different projects, such as content creation or design briefs.
The notebooks section of Teamwork projects allows you to keep information related to each project recorded in one place, so each member of the team will be able to reference it. For example, SOPs on marketing processes or information related to events, meeting notes, and more can be stored here.
Within a project, you can upload files to each individual card or task, but you also have the option to upload them individually to the files section. Any file you attach to a task will also be automatically stored in this section. This is useful for keeping all of your design files, social media assets, logo files, presentations and collateral in one place.
7. Privacy Settings
Teamwork Projects has the most granular privacy settings of any collaboration and work management software. It has the benefit of being able to set privacy even at an individual task level. As a marketing team, you can give each team member access to different levels of privacy as appropriate, which is useful for sharing sensitive information with department leads, for example. It also means you can still add all of your tasks to a team Board View, but users will only see the tasks they have permission to view. Learn more about privacy in Teamwork Projects.
Most marketing teams will use the support of an outside agency at some point, and it can be challenging to keep the agency — or a freelancer or outside consultant — in the loop. The collaborator feature in Teamwork Projects allows you to integrate the agency as a direct part of your workflow without compromising any information.
Collaborators in Teamwork Projects can leave comments on tasks and access attached files, but they can’t edit tasks or access areas of projects that may hold sensitive information. This is really useful when you need input but also need to protect essential project details. Learn more about working with collaborators.
Key features deliver exceptional outcomes
Successful marketing teams know that planning, managing, and tracking all of your marketing work in one place makes it easier to focus on your creative work, deliver on your strategies, and keep your team productive and aligned.
Does your marketing team has a favorite feature that we haven’t mentioned here? We’d love to hear about it in the comments below!