Overview

For a media-focused team managing social media campaigns, content production, and digital advertising, staying organized and on schedule is crucial. I was brought in to design and implement a custom task management solution using Monday.com that would bring structure, automation, and clarity to their daily operations.

The goal was to replace scattered spreadsheets and manual follow-ups with a centralized, visual, and automated workspace. The system had to be intuitive enough for team members to use without extensive training, but powerful enough to support automated triggers and deadline-based alerts — all while scaling with the team's growing needs.

Board View – Task Progress:

Displays real-time task tracking for social media, content, and ad management

Automation Setup – Gmail Triggers:

• Shows email automation flows configured to alert the team based on due dates.

Updated Workflow in Action:

Visual proof of task triggers updating automatically with each phase.

Key Features & Workflow Design

Here’s a breakdown of the features I built into the Monday.com workspace and how they contributed to improved team performance:

✅ Progress Status Tracking

Each task was assigned a visual status label such as “Working on it,” “Done,” or “Stuck.” This gave team leads a real-time overview of project progress without having to dig through chat logs or spreadsheets. These labels were color-coded for instant recognition, making it easier to scan the board at a glance.