This article is focused on answering Agency Management Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests think of it more like creative requests from designers content so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you guys that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin remarkable okay let’s begin and landing page demand i’m presuming
you guys i’m just gon na show um speak about the basics really rapidly but i’m sure you people understand that this is a board each one of these are called each row and a group is called a product today we’re going to review combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this in between customers or projects and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a short prior to dealing with an innovative demand is using the kind so a form generally takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll alright let me show you how to create a kind however essentially this form can be found in here and after that the team lead of the creative design group or any other group can assign a particular designer to work on it so let me show you people how to add a kind and develop if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men inspect the view section due to the fact that it’s simply another method to reveal um all your products just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the type view and like i stated it takes specific columns not the person column obviously but other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t send the form without filling this information in so you can truly simply develop any column with anything that you guys require when an innovative request comes in make it a form share the kind sneak peek the program you men how a kind appears like um the name of the demand you desire you wish to include a particular brief with a certain i know each business has a specific structure that
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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one second let me click on the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can add a certain apply for example right now everything is in the planning ideas phase and i require the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest priority i want to submit it and let me reveal you guys how it comes in on the board webinar demand test so it’s always going to enter into the very first group which is necessary to understand and after that it can be called concepts or requests can be found in and after that i can simply go ahead take it and move it to a specific group that i believe it matters for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on how you describe your workflow simply to make sure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes amazing remarkable awesome i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them too now i’ll just offer like a brief overview this is the person column as you guys know we have our seven core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can populate a number of columns on one board yes dell you are right every column that you create can be nearly every column you develop can be in a kind view and people can fill it out and it is available in as a product on the board great so this is our column center what we use here is a concern one we called it top priority however it’s basically a rating column um we have a. Agency Management Project Management Software
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Agency Management Project Management Software