Event management is the unsung hero behind successful organizations. For marketing leaders and stakeholders, managing every stage of an event from a single platform is a major advantage. With monday.com, workflows like strategies, campaigns, client projects, and asset management can all be centralized under one roof — saving time and accelerating the achievement of goals. Whether it’s a physical or digital event, monday.com’s flexibility allows you to create different planning processes for each event type.
For example, when organizing a marketing event, the first step — brainstorming and task identification — can be managed using the monday Doc feature. This tool enables your team to collaborate on event planning, share documents, and stay aligned from a central location. With everyone on the same page, communication breakdowns are avoided, and event preparations progress quickly. Every step being visible to everyone ensures a smooth process and prevents potential confusion. Plus, all planning documents and tasks can be instantly accessed without getting lost in the workflow.
monday.com’s automations and real-time notifications speed up every step of the process. When a task is completed or approval is received, the relevant people are automatically informed of the next step. This eliminates the need for manual reminders and creates a more seamless workflow. Additionally, reporting tools allow you to analyze where processes are slowing down and identify areas for improvement.
Content Calendar
In addition to event planning, you can also create Content Calendars using monday.com’s Calendar view. By leveraging Date columns within your boards, you can track upcoming content through the calendar and manage projects more effectively by assigning writers, designers, editors, and other key team members.
Design Requests
Thanks to the WorkForms feature:
- Faster, standardized forms can be created for content, design, and other requests.
- These forms are fully customizable and tailored to your needs.
- Surveys can be created for event attendees before the event or satisfaction surveys afterward.
With the Update feature, you can tag people or teams directly in an update, making communication and collaboration within the team much easier.
Design Management
Design planning is broadly defined as using project management, organizational strategy, and collaboration principles to control the creative process — also known as design management.
monday.com: your digital meeting room, designed for creativity.
How can you streamline the design process?
- Brainstorm ideas using monday.com Updates or Workdocs,
- Create design specifications,
- Notify planners when tasks are completed or designers when revisions are needed,
- Manage everything under one roof with automations, integrations, and all other monday.com features.
Using monday.com boards or WorkDocs, you can:
- Plan efficiently and effectively,
- Design complex workflows,
- Set dependencies between tasks,
- Track design progress through various visualizations.
Budget Planning
Budget planning is a time-sensitive and complex process. Therefore, brainstorming and accurate data entry are critical.
Setting a budget is a major part of event planning — but the challenging part is tracking expenses as the event progresses.
When planning budgets on monday.com, you can benefit from different column types such as:
- Numbers and Formulas columns,
- Input numerical values and perform calculations automatically,
- Calculate the Remaining Budget by subtracting spent amounts from the allocated budget.
While planning, you can:
- Use Timeline columns to set timeframes for each task,
- Create Date columns for setting collection dates,
- Use Status columns to track the collection status.
Document Management
It’s easy to upload documents for each task or department, perform version control, and upload files from your computer or cloud storage services like Google Drive or Dropbox.
You can:
- Add new versions to uploaded documents,
- Write comments,
- Download files to your computer.
Automations
One of monday.com’s most loved features 🙂 is automations.
You can create various rule sets within the system — for example:
- Set a collection date for a task,
- Send notifications to people about status changes.
You can even combine these into a single automation recipe as shown in the sample visual.
Dashboards
While planning budgets with monday.com, you can create dashboard reports that help you track everything from a centralized place, thus increasing efficiency.
Dashboards are fully customizable, allowing you to adjust them according to your needs and preferences.
