Skip to main content

Project Management Dashboard Template

This document serves as the central hub for managing marketing projects, tracking tasks, and recording meeting notes.

Call Notes

Projects

Open Projects & Tasks​

  • Lead Gen :
  • Website:
  • Content:
  • Processes & Tracking:
  • Client Experience & CRM:

Held Up/Deferred​

  • Processes & Tracking

Completed Projects

Completed Projects & Past Call Notes

Places

Places

Places For Easy Reference​

Key Documents​

  • KPI Sheet
  • Content Calendar

For Reference​

  • Marketing Folder
    • Sub Folders
    • Contents

Marketing Collaboration​

  • Brand Voice Document
  • Listing Management Spreadsheet

Processes

SOPs

Notion SOP Database

Recurring Tasks

Outline ongoing marketing activities. I’ve provided some examples below, but scale them based on how much time you want to invest, and refine them based on what you’re actually completing.

  • Website updates
  • Blog posts
  • Social posts
  • Email campaigns
  • Ad campaigns or experiments added

Performace

Reports​

Planning

Up Next​

Deferred​

Marketing Strategy​

People

People​

Internal

External