Marketing Requests

Collect marketing requests in a single platform, streamline your processes and automate delivery so your team can focus on the creative work, not manual tasks.

This template helps you keep track of your request and process them from new requests to completion. Manage a high volume of requests, plan priorities, assign tasks and manage the delivery of high priority marketing requests.

Requests moves from left to right with everybody on your team gaining visibility into where the request is in the process. The setup of this board also gives you a good bird's eye view and helps indicate if and where bottlenecks are in the process.

Using variables and custom fields, the template gives every request a unique number so you can reference them more easily in conversation. The card numbers are also displayed on the card face along with other information about the request.

Use the Focus Tab to show exactly what needs to be done at each step of the process. You can even include instructions on how to execute tasks and provide links to resources like standard operating procedures (SOP).

How to use this template

Card creation

1. Create a card for a new marketing request. Name the card by the request’s title (Facebook Ad, Instagram Ad, Business Cards etc.).

2. Complete the custom fields: Requester Name, Expected Delivery Date, and Priority

3. Use the 'Template Description' for any additional details about the request.

4. Assign the card to the appropriate author.

Authors & Editors

1. When you have begun writing a post, move the card to the “In Progress” step to automatically create the first set of sub tasks.

2. Attach any important files to the task (e.g. Google Docs or other)

3. When the post is ready, move it to the “Review” list.

4. When the review is complete, move it to the “Approved” list.

5. After the request has been approved, move the request to “Done”