Marketing team

Plan campaigns, content, and creative work in one place — size tasks quickly, tag by marketing discipline, and track where requests/leads come from.

About this template

This template is built for marketing teams juggling many channels and formats. It gives you a clean workflow from Backlog to Done with a dedicated Review stage, so approvals don't turn into chaos.

Estimate effort with T-shirt sizing (XS–XXL) using lightweight time ranges — enough for planning without turning every task into a spreadsheet exercise.

Use Area tags (SEO/SEM, Performance, Content, PR, Events, etc.) to slice the board by discipline, and Source tracking to see which channels bring requests or leads.

What's inside

Columns included

BacklogTodoIn progressHoldReviewDoneArchived

Task types

XSSMLXLXXL

Custom fields

OtherAreaSource

Key features

  • Backlog-Review-Done workflow with an Archive lane
  • T-shirt sizing with time ranges for fast planning
  • Area tags to filter by discipline/channel
  • Source tracking for attribution insights
  • Works for campaigns, content, and creative production

Who is this template for?

  • Marketing teams and growth teams
  • Content/Editorial teams
  • Social media + community managers
  • Creative teams/creative ops
  • Agencies running multiple clients/campaigns
Ready to get started?
Learn how to create a board from this template in just a few steps.
Read the step-by-step guide

Frequently asked questions

What is T-shirt sizing?

A fast way to estimate effort: XS (<30m), S (1–2h), M (3–4h), L (6–8h), XL (12–16h), XXL (16h+ — usually needs splitting).

What marketing areas can I track?

Areas are pre-set across common disciplines. Rename/add to match your org structure.

Can I track which channels drive leads/requests?

Yes! Source helps attribute requests and performance back to channels.

How do I manage approvals faster?

Use the Review column as the single "approval gate" and require checklist items (brief link, assets attached, stakeholder tagged) before moving into Review.

Can this work as a content calendar?

Yes! Add a Publish Date field and filter by channel/area.

How do I avoid "everything is urgent"?

Create an explicit Priority field (P0–P3) and enforce a WIP limit for Review to avoid bottlenecks.

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