Content Marketing Trello Board
Large organizations that haven’t adopted cross-functional teams may prefer to visualize the work of their functional marketing groups, such as content, on separate Kanban boards.
Our content marketing-specific board example consists of the following columns:
- Ideas
- Ready to Start
- Concept
- Concept Review
- In Progress
- Content Review
- Waiting on 3rd Party
- Done
This template takes into account all the major steps in a content marketing process.
“Ideas” is our dedicated brainstorming column where abstract ideas are housed before they are defined further in a future stage of the process.
“Ready to Start” is where we move the ideas that got approved for processing and need to be started as soon as the team has capacity. To ensure that we are creating valuable content, we have two stages dedicated to polishing the concept and getting early feedback, respectively “Concept” and “Concept Review”.
With an approved concept in hand, the team can proceed to create the actual copy and then pass it for review to a colleague or the content team lead.
In this case, our “Waiting on 3rd Party” step might include dependencies on designers, print services, or other functional groups we need to loop in before a content asset can be published.
For further clarity and transparency, we can add labels to the cards depending on the type of content we're visualizing simultaneously on the board. In this particular case, we've added the following:
- Orange - Blog
- Blue - Social Media
- Purple - Print
Your first content marketing board in Trello awaits; check out the video below to get started:
Design Team Trello Board
Design is a marketing function that tends to respond to many ad hoc requests from a wide variety of stakeholders that often (really TOO often) come with a plea at the last minute and require immediate attention.
As a result, the team’s work is vulnerable to inefficiency caused by context switching and started work items that get neglected, so others can be prioritized in their place.
Trello boards are a perfect way to create order, enforce priority, and optimize the design workflow for this creative marketing team. Our favorite design board template consists of the following columns:
- Backlog
- In Progress
- Ready Work
- Production Review
- Internal Review
- 1st Client Review
- 2nd+ Client Review
- Done
When a request arrives, the team adds it to the “Backlog” column. As soon as they have the capacity to process it, the responsible teammate moves the card to “In Progress."
When the item is ready to go through the review process, we move it to “Ready Work.” In this case, the word ready means ready for various types of review processes to take place.
A designer’s workflow is heavily dependent on reviews from multiple stakeholders, so the board consists of four consecutive review stages. After each of them, depending on the feedback, the card may have to move back to “In Progress” if there’s a need for rework. As soon as we have a green light from every important stakeholder, we move the task into “Done” and proceed to start a new one.
Still, the fact of the matter is that not all design requests were created equal. As a result, it’s a good idea to have a simple mechanism for visualizing priority on the board. Trello allows us to be creative here thanks to the “Stickers” feature inside the platform.
We're able to choose between a large number of visual stickers for categorizing priority.
In our board example, we chose medals for visualizing it on the board:
Stickers:
- Gold Medal - Expedite
- Silver Medal - Design Projects
- Bronze Medal - Sales and Marketing Support
- Honorary Badge - Contractor
Take advantage of this quick tutorial to set up an awesome design board with stickers:
SEO Team Trello Board
Another marketing function that often gets its own Trello board is search engine optimization (SEO).
If it’s not integrated into the digital marketing team's board, the following template will definitely come in handy for managing the SEO workflow as a separate process.
The board consists of the following columns:
- Ready to Start
- In Progress
- Ready for Review
- Internal Review
- External Review
- Done
This Trello board example is a perfect fit for agencies providing SEO services to their clients, or search teams inside large marketing departments.
When an SEO-related request arrives, the team reacts by creating a new work item in their “Ready to Start” column. As soon as we have the capacity to start working on something new, we pull it to “In Progress” and make SEO magic happen.
To signal readiness for review, work items move to “Ready for Review." Work first passes through a team review during the “Internal Review” process phase, then proceeds to a client review in “External Review” before the assignment is closed.
Effective prioritization is extremely important to SEO teams. This Trello board template uses the card labels to showcase the priority of each request:
- Red - Expedite (Urgent)
- Green - Projects (High Priority)
- Blue - Maintenance (Low Priority)
Build this board for your team by following the quick instructional video below:
Event Management Trello Board
Trello boards can be an invaluable asset for event management teams that work off of an annual docket of tens or hundreds of events. A visual workflow helps the team of planners about overwhelm and focus on the highest priority work items from their list of projects.
A typical event management board would feature the following columns:
- Backlog
- Start Next
- In Progress
- Ready for Review
- Internal Review
- External Review
- Waiting on 3rd Party
- Final Review
- Done
In most cases, event management requires long-term planning and a strict order of execution for processing work items because they are likely all dependent on each other.
Our proposed event management Trello board has two steps for scheduling the order of starting new work: “Backlog” and “Start Next”.
The “Backlog” contains items that we will need to process in the future, but should not start yet. “Start Next” is where we put tasks that must be completed soon to signal to the wider team that any team members can start working on these items when they have a chance.
Event management, like design, is a marketing function that depends heavily on stakeholder approval. That's why this Trello board template includes four different review steps to ensure that our event will be successfully organized from A to Z.
As we're likely to work on multiple events simultaneously, grouping all the cards on the board that relate to a single event ensures we can follow along with the progress of each. With Trello’s stickers, we can represent each event with a different sticker and unify all work items related to this initiative with this common identifier. For example:
- 1st Event - Palm Tree
- 2nd Even - Snowman
- 3rd Event - Champagne
Build this board for your events team by following the steps below:
Marketing Trello Boards for Every Need
Visualizing your marketing team's workflow in Trello is a great starting point on your path to true marketing agility. The platform is easy to use and provides flexibility for designing digital Kanban boards that fit your team's unique needs.
This set of proven marketing Trello board examples is a perfect foundation for setting your team up for success and reaping the benefits of a visualized workflow. As you begin to get a feel of what works well and what can be improved in your process structure, customize these boards accordingly and evolve your team workflow.
Try them out for yourself and start optimizing your process today!
Also, check out the library of microlearning content we developed based on years of working with Agile marketing teams, and the following 4 microlearning paths in particular:
- Path 1: Agile Basics
- Path 2: Agile Team Applications
- Path 3: Agile Leadership
- Path 4: Agile Culture & Transformation
Each of them contains 10 bite-sized lessons, 20 short engaging videos, and 10+ downloadable resources that can boost your Agile knowledge in minutes even during the busiest days.
Before you move on, don't forget to get your copy of the Agile Marketing Transformation Checklist.