Monday.com

Budget and pricing

Monday.com’s pricing is based on a per-user subscription, which can catch small teams off guard. It offers a free plan for up to two users, but any paid plan requires paying for at least three seats. This means even a solo user or duo pays for extra licences. Additionally, some advanced features (like time tracking) are only included in higher-tier plans. Ensure your budget accounts for these costs and that the features you need are available in the tier you choose.

Team size and scalability

Consider the size and structure of your team. In my experience, Monday.com tends to deliver more value for medium to large teams coordinating complex projects. One industry expert observed that Monday is better suited for bigger teams needing extensive data tracking, whereas very small teams might lean towards simpler tools. The platform can certainly scale to enterprise level with robust security and admin controls. If you are a tiny in-house team or individual, its breadth might be overkill.

Ease of use and learning curve

Monday.com is known for its modern, visually appealing interface that’s relatively intuitive to navigate. However, the platform’s rich functionality means there is still a learning curve, especially for those new to project management software. Setting up boards, automations and integrations can take time to master. Plan for an onboarding period: take advantage of Monday’s tutorials and templates to help your team get up to speed. Non-technical users may need a bit of training, but many find the effort worthwhile once the system clicks.

Features and customisation

One of Monday.com’s strengths is its flexibility. The tool comes with hundreds of ready-made templates and allows a high degree of customisation for your workflows. You can tailor boards to manage anything from content calendars to multi-step campaign pipelines. If your marketing projects require custom statuses, fields or automations, Monday can likely handle it. On the flip side, if you only need very basic task tracking, all these features might be more than you need.

Integrations and tech stack

Successful marketing operations rely on many tools, and Monday.com plays well with others. There is a long list of supported third-party app integrations (Slack, Google Drive, CRM systems, and more). This means Monday can fit into your existing tech stack, syncing data so you avoid duplicating work. It also has an API and connects with Zapier for any niche apps not natively supported. Check that the specific services your team uses (for example, email platforms or design tools) have an integration available.

Collaboration and team workflow

A major selling point of Monday.com is improving team collaboration. The platform acts as a central workspace where everyone can see project updates and task statuses in real time. Instead of fragmented email threads, conversations stay attached to tasks via comments and @mentions. Monday is rated among the top tools for fostering seamless workflows and team collaboration. If your marketing team struggles with siloed information or coordination, a tool like Monday can bring more transparency.

Project visibility and reporting

Before buying, consider how you’ll get the “big picture” of your projects. Monday.com provides dashboards and timeline views to track overall progress, but there are some limitations. For instance, one reviewer noted that getting a bird’s-eye view of all work across many projects is not as straightforward in Monday as in some competitor tools. Dashboards can aggregate multiple boards for high-level reporting, but lower-tier plans limit how many boards you can combine. If you run an agency or oversee numerous campaigns, be prepared to invest in the right plan (or additional setup) to achieve company-wide visibility.

After using Monday.com on various marketing projects, I can say it’s a powerful tool but not without its quirks.

On the positive side, the interface is extremely intuitive: my team needed little explanation to start logging campaigns and updating statuses. The visual boards and wide array of views (calendar, Kanban, timeline, etc.) make it easy to see who’s doing what at a glance. We also benefited from the platform’s customisable dashboards and templates tailored to marketing workflows. In short, Monday helped our in-house team stay organised and on schedule.

However, no platform is perfect. Monday.com does have a steep learning curve for new users in certain areas. For example, setting up more advanced automations or adjusting notification settings took some digging. A few features also felt lacking given the price: recurring tasks were not straightforward to set up without higher-tier automation, and the mobile app proved a bit clunky when I tried it. Cost can become an issue as you add users, since Monday’s pricing isn’t the cheapest.

We had to weigh the value of features like time tracking (only available in the Pro plan) against those costs. Overall, I find Monday.com works best for teams that need robust collaboration and project tracking rather than a simple to-do list.

It shines at coordinating complex marketing campaigns or agency projects with lots of moving parts. In my experience as a head of growth, the platform really helps get everyone on the same page. It brings together content writers, designers and even clients, thanks to its transparency and integration options. If you only require basic task management or primarily need a documentation hub, Monday might be more tool than you need. But for a growing B2B marketing team that wants to automate processes and track dozens of tasks in real time, Monday.com is a reliable choice that keeps things running smoothly.

Ultimate guide

Marketing teams, whether in-house or agency, juggle multiple projects and stakeholders. Founders and B2B marketers need a work management tool that keeps everyone aligned and workflows efficient. Monday.com is one such platform, offering a central hub for planning campaigns, tracking tasks and collaborating across teams.

In this ultimate guide, we explore how Monday.com can serve in-house marketing departments and agencies, highlight key features to leverage and compare it with popular alternatives like ClickUp and Notion.

What is Monday.com?

Monday.com is a cloud-based work management platform designed to help teams manage tasks, projects and processes in one place. It uses visual boards, such as tables, Kanban, timelines and more, to organise work and allows custom workflows through automations and integrations.

The software is highly flexible. You can adapt it to marketing campaign tracking, product launches, content calendars, CRM and almost any workflow. It is particularly well suited for organisations that require extensive collaboration and integration between tools. In short, Monday.com provides a structured yet customisable workspace to plan projects, assign tasks, monitor progress and report results.

Monday.com for in-house marketing teams

For an in-house marketing team, Monday.com can act as the mission control for all your campaigns and marketing projects. The platform shines in campaign management. One review named Monday.com the best solution for managing marketing campaigns due to its templates, automations, multiple views (calendar, charts, workload, etc.) and even an ideas and requests board to capture new initiatives.

In practice, this means your team can use Monday.com to plan out a campaign timeline, assign team members to each task (from design to copywriting) and track progress in real time. Everyone from the marketing manager to the SEO specialist can see what stage each initiative is at, which reduces the need for endless status meetings. Collaboration is also enhanced.

Team members can brainstorm and discuss work within task updates, ping each other for feedback and share files, keeping all campaign communications in context. Monday.com’s strength in fostering seamless workflows and collaboration has been noted by experts. It is easy to loop in other departments as well: for example, your sales team could be given view access to a content calendar board, or your designers could be added as guests on a campaign board to upload creative assets.

The marketing team lead benefits from dashboards that pull together key metrics, such as campaign status, budget usage and lead generation figures. These dashboards provide a birds-eye view of marketing performance at a glance. Crucially, Monday.com offers a range of marketing-specific templates to get you started.

There are pre-built templates for social media calendars, email marketing schedules, product launch plans, event planning and more. A small in-house team with limited time can choose a template and adapt it rather than building a project plan from scratch. Over time, you can customise these boards to mirror your own marketing processes.

One tip: maintain consistency in how you use statuses and columns across boards. While the built-in templates are handy, relying on too many different preset structures can confuse the team. It is worth standardising your boards as you learn what works best.

Lastly, for marketing heads and CMOs, Monday.com simplifies reporting upwards. You can easily generate summary views for executives showing, for instance, how many campaigns are in progress, completed or delayed, along with results.

Integration with tools like Google Analytics or Facebook Ads is possible via third-party connectors, bringing key campaign data into your project updates. In-house marketers often appreciate that Monday.com reduces work fragmentation, since planning, execution and reporting can all live in one system.

Monday.com for agencies

Digital agencies and marketing consultancies have particular needs, and Monday.com addresses many of them, though with some considerations. An agency typically manages multiple client projects simultaneously, and Monday.com allows you to create separate boards or even separate workspaces for each client or campaign.

This keeps each client’s data segregated and secure. You can invite clients as guests to specific boards so they can view progress or add requests. The Standard plan lets you add up to three client guests for free, after which additional guests count as paid users.

This transparency can really impress clients, as they get a window into your workflow, which builds trust. Agencies will find Monday.com’s customisation useful for tailoring boards to each client’s deliverables and KPIs. You might have one template board for SEO projects and another for creative design projects, for example.

With automations, you can ensure routine tasks, such as weekly reporting reminders or approval notifications, are handled without manual effort. However, one challenge agencies face is obtaining a high-level overview across all client projects. Monday.com does provide a dashboard feature that can aggregate multiple boards into one view for a holistic perspective, but there are limits on how many boards you can combine depending on your plan.

Some reviewers note that getting a true birds-eye view of all work in Monday is not as straightforward as in certain other tools built for multi-project portfolio management. In practice, agency owners or project directors might need to set up master dashboards or use the workspace summary to see everything on one screen.

Another point to consider is time tracking and reporting if you bill clients hourly. Monday.com allows adding a time tracking column to tasks, and you can integrate with popular tools like Harvest or Toggl. It is useful for logging hours per task, but generating a consolidated time report per client across many boards may require extra effort.

One expert comparison found that while Monday can track time, viewing detailed time data across projects was easier in ClickUp, whereas Monday often needed data exported to Excel for deeper analysis. If detailed utilisation reporting is critical, you might explore Monday’s dashboards or an add-on from the Monday marketplace to extend this capability.

On the flip side, clients and team members generally love Monday.com’s visual appeal. The colourful status labels and easy drag-and-drop interface make project updates less of a chore. In my past agency, junior team members adopted the tool quickly to update their task status, and clients appreciated the simple, visual progress reports.

Monday’s flexibility also means an agency can manage diverse project types, from content creation and event planning to web development, all within one system. It might not have specialised features for every niche, for instance, agile software sprints are possible but not as smooth as a dedicated development tool, but it provides a broad toolkit that marketing agencies can bend to their needs.

Key features to leverage in Monday.com

Templates and boards

When you first start, Monday.com’s template library is a huge time-saver. There are over 200 templates covering marketing, sales, PMO and more. For example, you will find templates for content calendars, campaign trackers, creative production pipelines, client onboarding and market research.

Pick a template that fits your project type and customise the columns to suit your terminology, such as campaign stages or content types. Each template comes with preset groups, sample items and status labels to guide you. Keep in mind that consistency is key: it is wise to establish a standard way your team uses boards, rather than relying on many disparate templates.

You can save your own customised board as a new template for re-use. On Monday’s Standard plan and above, you can create templates at the board level. For more complex multi-board templates, an app from the marketplace is required. Using templates wisely will speed up project setup and ensure nothing important is missed when planning a campaign.

Dashboards and views

Monday.com’s dashboards let you build a customised overview of your work, which is invaluable for managers tracking progress and results across multiple projects. With a dashboard, you can pull in data from multiple boards.

For instance, you might create a marketing overview dashboard that shows a separate widget for each product line or client. Widgets can display charts of campaign status, tables of high-priority tasks, workload by team member, or key numbers such as total leads generated this week.

Monday offers more than 30 types of widgets including graphs, numbers, calendars and timelines to help you craft the view you need. You can even embed external content: for example, a Google Analytics chart or a live social media feed can be placed alongside your project data.

This means your dashboard can become a one-stop mission control for marketing performance. Do note that if you have a large number of boards, you may need a higher-tier plan to include all of them in one dashboard.

Aside from dashboards, remember to explore different board views. Use a calendar view to see content publishing schedules, a Kanban board for workflow and a timeline (Gantt) for campaign plans. These views help your team visualise the work in whatever way makes the most sense for the task at hand.

Automations and integrations

One of the biggest advantages of Monday.com is the ability to automate repetitive work. Using a simple recipe builder, you can set up rules like when a task’s status changes to approved, notify the design team, or every Monday at 09:00, create a new item in the blog ideas group.

This saves time and ensures nothing falls through the cracks. Monday.com provides hundreds of pre-built automation recipes. As your team grows, automations can handle routine updates, reminders and task creations, freeing up your marketers to focus on creative work.

Equally important is integration with the rest of your software stack. Marketing teams often use a constellation of tools, such as Google Drive, Slack, HubSpot or CRM systems, email marketing platforms and more, and Monday.com integrates with many of them out of the box.

For example, you can connect Monday with Gmail or Outlook to turn emails into tasks, or integrate with Mailchimp to update campaign stats on your board. It also syncs with collaboration apps like Slack and Microsoft Teams, so notifications or updates can be piped directly to those channels.

These integrations prevent Monday.com from becoming an isolated silo. Instead, it acts as a central hub that ties together your various systems. Setting up an integration is typically a matter of a few clicks for popular apps or using Zapier for more niche connections.

Additionally, Monday.com has an API for custom integrations if you have developer resources. As a bonus, Monday.com has been adding AI features recently. For instance, it can use AI to suggest task updates or generate content and summaries based on context.

While still early, these AI tools might assist with drafting meeting notes or populating project briefs, adding even more value to the platform.

Monday.com vs ClickUp vs Notion

Let us compare Monday.com with two other popular work management tools that B2B teams often consider: ClickUp and Notion.

ClickUp

ClickUp is a direct competitor to Monday.com in the project management space. It is known for its vast array of features and highly granular control. Many agencies and teams evaluate ClickUp versus Monday.

The general consensus is that ClickUp provides more functionality out of the box. It offers everything from built-in docs and chat to complex task dependencies and agile scrum tools, but this comes at the cost of a steeper learning curve.

ClickUp’s hierarchy, with spaces, folders, lists and more, allows for a birds-eye view across all projects and clients more easily than Monday’s structure. This makes ClickUp attractive for agencies or any team that demands comprehensive portfolio management and reporting across many projects.

It also has a very generous free plan and lower-cost paid plans, which can appeal to startups or small teams on a tight budget. On the other hand, Monday.com is often praised for its more intuitive interface and shorter onboarding time.

It may not pack quite as many niche features as ClickUp, but it covers all the core needs for marketing project management in a user-friendly way. Monday’s approach to templates and its visual workflows can be easier for a non-technical team to adopt quickly.

One expert reviewer summed it up well: if you need the most affordable solution with a breadth of advanced features and you are willing to invest time learning it, ClickUp is a great choice. But if you value a cleaner user interface and a gentler learning curve, Monday.com is the better fit.

In short, ClickUp might edge out Monday for power users and big-picture visibility, while Monday often wins for its ease of use and polished day-to-day experience.

Notion

Notion is a different kind of tool compared to Monday or ClickUp. It is an all-in-one workspace known for note-taking, document creation and highly flexible databases that you can use to build simple project trackers.

Many marketing teams love Notion for creating content repositories, wikis and brainstorming documents. Its strength lies in this flexibility. You can structure Notion pages and databases however you like and create very customised workflows and knowledge bases.

For example, you might maintain a campaign wiki in Notion with research, brand guidelines and meeting notes all in one place. Notion does offer Kanban boards, calendars and basic task tables, so you can manage projects in it.

However, when it comes to robust project management capabilities, Notion is not as specialised. Dedicated features like Gantt charts, resource workload management or advanced automations are either lacking or require significant manual setup.

In contrast, Monday.com excels in offering these project management features out of the box, including timelines, dependencies and dashboards, in a structured way. The choice between Notion and Monday.com often comes down to the primary needs of your team.

If your priority is a powerful documentation and ideation tool, and your project processes are relatively straightforward, Notion could serve you well. It is also very cost-effective for small teams.

But teams focused on execution and tracking many moving parts will likely find Monday more efficient and scalable. Monday’s learning curve for managing projects is gentler since the system guides you with predefined structures.

Notion’s unlimited flexibility can translate into complexity. You have to design your own system, which can be overwhelming for some users. In fact, many organisations use Notion and Monday side by side: Notion for documentation and brainstorming, and Monday for task execution and project tracking.

If you prefer to keep everything in one place, ask whether your team leans more towards having a database of knowledge, favouring Notion, or a workflow tracker, favouring Monday. In a B2B marketing context, the structured approach of Monday.com, with its easy progress tracking and collaborative task management, often drives productivity better once the campaign work kicks off.

Final thoughts

Monday.com has emerged as a versatile platform for marketing project management, striking a balance between flexibility and ease of use. In-house marketing teams appreciate how it centralises campaign planning and team communication.

Agencies can tailor it to manage complex client portfolios with a bit of configuration and the right plan choice. It is not the only solution out there. ClickUp and Notion each have their appeal for certain scenarios.

But Monday.com offers a happy medium for many B2B marketing needs. Ultimately, the best tool is one that your team will actually use. Monday.com’s visual approach and robust features make it a strong contender for marketers looking to stay organised, enhance collaboration and keep their projects on track towards their growth goals.