It’s no longer a surprise that more and more project managers are turning to task management software to automate their business operations. And while there are endless task management systems out there, it can be a little bit difficult to choose the right one for your marketing team. Task management software systems promise functionality and features, but when it comes to your marketing team, what is the right choice?
Whether you are an online marketer, startup founder, or entrepreneur, you better know that marketing management is a little bit different from traditional project management and needs some innovative features to get marketing tasks done. Marketing projects and tasks come in a variety of forms – from blog posts to social media updates, press releases to guest posts, infographics to sneak peeks of an upcoming product.
Some marketing projects need extreme agility, while some big marketing projects need detailed tracking and cross-functional collaboration. Social media marketing and online reputation management play a key role in driving more sales.
Marketing managers need the best practices for marketing production and management.
Therefore, they need a task management software that can easily fit all their marketing needs and meet every diverse need of marketing project management. Here is a list of things that a task management system must-have for meeting the unique needs of your marketing team.
1.Visibility throughout the Team
Most task management software systems are designed by keeping a single, independent team. So, what progress happens inside the team, remains inside the team. Tasks, projects, documents, schedules are visible to only project’s team members unless they are shared with other departments or stakeholders.
In the marketing world, most projects are divided among multiple functional teams. Marketing documents, schedules, tasks, progress, and results are of interest to everyone involved (content writer, social media marketer, SEM) in the marketing department as well as clients in order to stay updated with every single bit of project’s progress. Complete visibility and transparency must be the default feature for task management tools for marketing teams. Privacy should remain for consumers.
Therefore, task management software systems for marketing projects should address the unique needs of the diverse marketing field. Traditional project management features that only focus on tasks and resources over process and results don’t meet the challenging criterion of the marketing world.
2.Collaboration is Must
Most marketing tasks involve working with a number of individuals outside the marketing department from customers to sales representatives to ad agencies to influencers to tech bloggers. Your task management software should have the capability to enable external marketing collaboration.
It should be able to collaborate with ad agencies, stakeholders, and other external marketing contributors by sharing projects’ updates with them on one single platform. You should be able to keep your sales team informed by publishing an editorial calendar.
Moreover, your task management system should be able to align all your publishing plans and results to the whole executive team. In short, a task management for marketing teams should enable them to reach out, not lock them in.
3.Customizable Project Templates
Marketing projects are not one of a kind. Many projects like creating a marketing ad, brochure design, managing a business exhibition, or digital marketing campaigns are variations on recurring themes. Therefore, while choosing a task management software for your marketing team, it is important to have an option for creating and saving reusable project templates or workflows.
It must allow you to duplicate or innovate the previous project templates so that you can tailor the workflow according to your current needs. Customizing project templates can help teams to capture and track the specific information to each project type.
For instance, an advertising project might involve the type of ad, the size of banner, word count required, impression, deadline and much more. Whereas a trade show project workflow should include the outline, activities involved, participants and so forth.
4. Customized Project Workflows
Different marketing processes such as content marketing and digital marketing demand constant marketing project workflows as a marketing department progresses. Managing marketing projects are entirely different from managing a traditional project.
Rather than focusing on every single task, the focus shifts to balancing resources, removing hurdles and focus on bottom line. This smart approach needs a defined process stages and manages the overall workflow in addition to the individual projects.
For instance, a content marketing team might divide the process into ideation, work-in-process, completed, promotion and distribution process flow. A task management software for marketing team should support this diverse need by allowing you to customize different workflows for different types of projects.
5. Marketing Reports
The success rate of a marketing project is dependent on the number of visitors, clicks, and sales. A task management software should recognize this fact by allowing you to link marketing metrics to marketing task. There are some project management tools that focus on inputs instead of results.
Since it is important to track the number of hours spent on a project, it also important to track bottom lines, especially if you are running a marketing campaign. However, not every marketing project can be linked directly to outcomes, especially final results such as email open rate, the number of visitors, and a number of website trials.
These particular metrics are totally based on your business nature, so your task management should provide customizable marketing insights that can easily be linked to your marketing projects.
6. Progress Reports
Similar to most generic task management tools that focus on inputs instead of outcomes. For instance, a transitional project manager wants to know facts like time spent on a particular task, whereas, a marketing project manager is interested in knowing, “Are his resources giving their full potential to drive results, increase customer satisfaction and conversion”? “Did the current project produce the expected business results?
The needs of marketing world are entirely diverse. Marketing managers strive hard to run a business to drive sales, not just to complete a project. Therefore, having an option of creating marketing-centric progress reports is a must-have for your task management system.
7. Client Relationship Management
At the end of the day, your business success is dependent on client satisfaction. Keeping your clients informed on every single bit of a project will not only build trust and engagement, it also leads to repeat business.
Therefore, it is critical to work with a task management solution that offers robust, customizable features. The best tools anticipate your clients’ and stakeholders’ needs while providing them access to relevant files and workspaces and discussions.
These are a few must-haves you should look for a task management software for your marketing team in order to meet your marketing objectives while delighting customers, increasing user engagement and boosting sales. TaskQue is a web-based task management app that can best fit your marketing needs and has all the features any marketing team needs to successfully complete a project.
Muhammad Ali is an experienced digital marketer and a search engine marketing specialist who is currently associated with Branex, as a senior digital marketer and brand strategist.