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Most marketing teams track campaigns across a launch spreadsheet, a content calendar, an asset board, and a Slack channel. Monday consolidates all four into one tracker — if you build it right. This walks the structure that works.
Who this is forMarketing managers, content leads, and demand gen ops running 5+ campaigns/quarter. If your team is currently coordinating campaigns across a Google Sheet + Notion doc + Slack threads + an asset board, this tutorial is the consolidation path.
What you'll need
Step 1
One Campaigns board with campaigns as items, an Assets board with asset deliverables as items connected to campaigns, and an optional Channels board for platform-level activity.
Campaigns board: each campaign is an item. Columns: Campaign Name, Type (Dropdown: Paid / Content / Email / Event / Product Launch), Channel (Dropdown), Status (Status: Brief / In Production / Ready to Launch / Live / Wrapped), Start Date, End Date, Owner, Budget (Numbers, currency), Goal (Text), Target Metric (Text).
Assets board: each asset (blog post, ad creative, landing page, email, video) is an item. Columns: Asset Name, Type (Dropdown), Campaign (Connect Boards → Campaigns), Status, Due Date, Owner, Reviewer, File (Files column), Notes.
Channels board (optional, for paid-heavy teams): one item per channel (Meta, Google, LinkedIn, TikTok, Email, Organic Social, SEO). Track channel-level spend, performance, and active campaigns. Connect to Campaigns via Connect Boards.
Connect Boards lets you ask: 'Show me all assets for Campaign X' and 'Show me all campaigns currently using Channel Y.' Without it, the tracker is just three disconnected lists.
Step 2
Columns are your reporting taxonomy. Skip optional ones — every extra column is a field someone has to remember to fill.
Open the Campaigns board → Add column for each: Campaign Name (auto), Type (Dropdown), Channel (Dropdown — can be multi-select), Status, Start Date, End Date, Owner (Person), Budget (Numbers, currency formatted), Goal (Text, free-form), Target Metric (Text).
Performance columns (added during/after launch): Spend (Numbers), Impressions (Numbers), Clicks (Numbers), Conversions (Numbers), Revenue (Numbers, currency).
Calculated columns: ROAS (Formula: Revenue / Spend), CPA (Formula: Spend / Conversions), CTR (Formula: Clicks / Impressions). Formulas require Pro tier.
Status column labels: Brief (blue), In Production (yellow), Ready to Launch (orange), Live (green), Wrapped (grey), Killed (red). Each status drives a kanban column.
Add a "Quarter" column (Dropdown: Q1 2026 / Q2 2026 / Q3 2026 / Q4 2026) for easy filtering by quarter.
Step 3
Every campaign produces 3-20 assets. The Assets board is where deadlines live and the team works daily.
Open the Assets board → Add columns: Asset Name, Type (Dropdown: Blog / Ad Creative / Landing Page / Email / Video / Social Post / Whitepaper / Webinar), Campaign (Connect Boards → Campaigns), Status (Briefed / In Progress / In Review / Approved / Published), Due Date, Owner, Reviewer, File (Files column), Notes.
Set up Connect Boards: Asset → Campaign is the link. From the Campaign side, the linked column shows all assets — useful for "show me all assets for the Spring Launch campaign."
Use Subitems for sub-tasks within an asset (e.g., a Blog Post has subitems for "Outline approved," "Draft 1," "Edits," "SEO check," "Published").
Build a Calendar view by Due Date. This becomes the team's daily-driver view — "what is due this week?"
Step 4
5-6 views cover 95% of team needs: My Work, This Week, By Campaign, By Channel, By Quarter, Kanban.
On Assets board: (a) Main Table filtered by "Owner = me" — every IC opens this daily, (b) Calendar view by Due Date — weekly planning, (c) Kanban view by Status — visualize work in progress, (d) Table grouped by Campaign — "show me everything for this campaign."
On Campaigns board: (a) Kanban by Status — visualize the campaign pipeline, (b) Timeline view by Start Date / End Date — see overlapping campaigns, (c) Table grouped by Quarter — quarterly planning, (d) Main Table with performance columns — the reporting view.
Save board-level views (visible to everyone) for shared ones; save user-level views for personal filters.
Train the team on which view to open for which task. Without this training, people invent their own views and the team works from different data.
Step 5
Automations turn the tracker from a passive log into an active workflow. Start with 5-7 automations.
On Campaigns: "When status changes to Live, notify [marketing lead] on Slack." Surfaces real-time campaign launches.
On Campaigns: "When status changes to Wrapped, create item on next-quarter planning board." Closes the loop.
On Assets: "When due date is in 3 days and status is not Approved, notify owner." Prevents missed deadlines.
On Assets: "When status changes to In Review, notify reviewer." Removes the "is this ready for me?" pings.
On Assets: "When status changes to Published, mark linked Campaign item with progress update." Automatic campaign-level progress tracking.
On Assets: "Every Friday at 4pm, send digest of assets due next week to [marketing lead]." Weekly planning rhythm without manual reports.
Step 6
Native integrations or Zapier sync ad-platform metrics into your Campaigns board for at-a-glance performance.
Native integrations exist for Meta Ads, Google Ads, LinkedIn Ads, Mailchimp, HubSpot, and Google Analytics. Add via Board → Integrations.
Set up integration: "When campaign in [tool] updates, update item in Monday with [Spend / Impressions / Clicks / Conversions]." Map fields carefully.
For tools without native integrations, use Make.com or Zapier (Make is usually cheaper at scale). Pull data on a 24-hour schedule rather than real-time — saves cost and Monday API quota.
Performance columns get updated daily. Reporting flows from the Campaigns board to the dashboard (see tutorial 4).
Manual data entry is the fallback. If you cannot wire a native integration, designate one person to update performance columns weekly — usually Friday at 3pm.
Step 7
Roll up campaign-level data into 4-5 widgets that leadership reads weekly.
Create a Dashboard called "Marketing Campaign Performance — [Quarter]."
Widget 1: Numbers — Total active campaigns this quarter. Pulled from Campaigns board filtered by Status = Live.
Widget 2: Numbers — Total quarterly spend across active campaigns.
Widget 3: Chart — Spend by channel (bar chart). Lets you spot channel imbalance.
Widget 4: Chart — ROAS by campaign (bar chart, sorted descending). Shows top + bottom performers at a glance.
Widget 5: Table — Assets due next 14 days (from Assets board, filtered to upcoming, sorted by Due Date). Shows the team commitments for the next 2 sprints.
Share dashboard with marketing leadership and CMO via paid seat access or public link.
Common mistakes
One giant board with campaigns AND assets mixed
What goes wrong: Campaigns (high-level) and assets (granular tasks) live as items on the same board. Status columns conflict, automations interfere, dashboards become unreadable. Marketing team reverts to spreadsheets within 60 days. ~$8-15K of campaign coordination value lost per quarter.
How to avoid: Separate Campaigns board (one item per campaign) from Assets board (one item per deliverable). Connect them via Connect Boards.
No performance column — only planning data
What goes wrong: Tracker has every campaign briefed and scheduled, but no Spend / Conversions / ROAS columns. The team plans well but cannot answer 'which campaigns worked?' Next-quarter planning is guesswork. Bad budget allocation = $20-50K/quarter wasted spend.
How to avoid: Add performance columns (Spend, Impressions, Clicks, Conversions, Revenue) and Formula columns for ROAS, CPA, CTR. Update weekly minimum.
No quarter filter
What goes wrong: All campaigns ever live on one board with no way to filter to 'this quarter.' Planning meetings include 18-month-old campaigns. The board feels heavy and the team avoids opening it. Tracker adoption drops below 40%.
How to avoid: Add a Quarter Dropdown column. Default board view filters to current quarter. Archive or hide campaigns from prior quarters via groups.
No asset due-date alerts
What goes wrong: Assets miss deadlines silently. Campaigns slip launch dates. ~20% of campaigns launch late. For a $10K campaign launching 2 weeks late, that is $5K of lost timing — multiply by 8 campaigns/quarter = $40K/quarter of slipped value.
How to avoid: Automation: "When asset due date is in 3 days and status is not Approved, notify owner." Plus weekly digest automation.
Treating the tracker as a "Marketing-only" tool
What goes wrong: Sales does not know what campaigns are live. CS does not know what content to share with customers. Product does not know what messaging is being tested. Cross-functional alignment costs ~$15-30K/quarter in misaligned messaging and unprepared follow-up.
How to avoid: Share the Campaigns board (read-only) with Sales / CS / Product. Add a "Sales talking points" column for current live campaigns. Pin a public Campaigns dashboard in your company Slack.
Building the board and not announcing the change
What goes wrong: Marketing manager builds the tracker over a weekend. Monday morning, half the team still uses the old Google Sheet. After 2 weeks, the tracker is half-populated and the team mistrusts the data. Tracker abandoned within 60 days.
How to avoid: Run a kickoff meeting with the team. Walk through the board. Demonstrate the views. Assign the old Google Sheet a "deprecated by [date]" label and remove access on that date. Migration must be enforced, not optional.
Recap
Done — what's next
How to set up a Monday.com workspace without painting yourself into a corner
Read the next tutorial
Hand it off
A campaign tracker is the marketing team's operating system — every campaign decision flows through it. A specialist will build the boards, wire the automations, integrate ad platforms, and run the team-rollout playbook. One-shot tracker builds run $300-600; ongoing marketing ops support runs $400-1,200/mo at $14-16/hr.
See specialist rates
Standard tier covers the basics: boards, views, basic automations, Connect Boards. Pro tier adds Formula columns (for ROAS/CPA calculations), Time Tracking, Dependency columns, and more automation actions/mo. Monday Marketer is a specialized SKU bundling marketing templates — useful for fast setup but the underlying capabilities are the same as Pro. Most marketing teams go straight to Pro.
Asana excels at task workflows but is weaker on multi-board reporting. ClickUp matches Monday on flexibility but has a steeper learning curve. Monday's advantage is visual flexibility (multiple view types per board) and the Connect Boards model. For marketing teams that need both task management and cross-board reporting, Monday usually wins.
Yes, via native GA integration or Zapier. Pull pageviews, conversions, and source attribution into the Campaigns board on a daily schedule. For deeper analytics (multi-touch attribution, cohort analysis), GA remains the source of truth — Monday holds the campaign-level rollup.
Use the Status column with an 'In Review' label, plus a Reviewer (Person) column. Automation: 'When status changes to In Review, notify reviewer.' For more formal approvals (legal, compliance), use the Approvals app from the Monday Apps Marketplace.
Yes. Two patterns: (1) one Campaigns board per brand with a shared Assets board — works if brands share creative team, (2) one workspace per brand with its own Campaigns + Assets boards — works if brands operate independently. Most multi-brand teams go with option 2 for cleaner permissioning.
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