Marketing Requests & Work Management

Marketing requests and work management is the capture and execution of marketing work through one intake channel and one tracked workflow. Without it, requests arrive by email and chat, priorities are negotiated in meetings, and deadlines slip unnoticed. SmartSuite collects requests through forms, routes them with automations, and shows the whole pipeline on a dashboard, so the team can say what it is working on and why.

Requests come in through forms tailored to each type: a campaign request asks for audience, dates, and budget; a design request asks for format, copy, and deadline. Each submission becomes a record in the request table, and an automation creates the standard tasks for that request type. The requester follows status from the record.

Automations assign requests by type, urgency, and team capacity, and set a priority field the team can adjust. A workload view groups open work by owner, so managers see who is over capacity before they reassign. Priority and due date drive each person’s My Work list.

Marketing, content, design, and operations teams work on the same request record, with comments, @mentions, and file attachments kept with the work. Sub-items break a campaign into its deliverables, each with its own owner and date. Nobody forwards a brief; everyone opens the record.

Dashboards show request volume by type and team, cycle time from submission to delivery, on-time rates, and the current backlog, with each widget drilling into the requests behind it. Leaders use them for capacity decisions. Teams use the same figures in their weekly review.

Yes. Regional and product marketing teams can share one intake with routing rules per team, or run separate request tables in the same workspace with permissions that keep them apart. Reporting rolls up across all of them for the marketing leader. New teams are added as routing rules and views, not as new systems.

Efficiency comes from removing the handoffs: the form captures the brief, the automation assigns it, and the status is visible without a status meeting. Repeat work gets a standard task list. Marketers spend the saved hours on the work itself.

Outcomes improve when the right work gets done first: prioritization rules put revenue-critical campaigns ahead of nice-to-have requests, and delivery dates are tracked against the launch calendar. Completed requests link to the campaigns and assets they produced, so performance reviews can trace results back to the original ask.