This article is focused on answering Agency Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are usage cases for banner and landing page requests consider it more like innovative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that also and last but not least i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to begin amazing all right let’s begin and landing page request i’m assuming
you guys i’m simply gon na reveal um speak about the essentials really quickly but i’m sure you guys know that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations 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 between clients or tasks and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief prior to dealing with an innovative request is utilizing the type so a kind generally takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll alright let me reveal you how to create a form however essentially this kind can be found in here and then the team lead of the innovative design team or any other team can designate a particular designer to work on it so let me show you men how to produce and include a type if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt 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 show um all your items just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the type view and like i said it takes particular columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can upload this file if you wish to require it you can always do a checkbox and then they can’t send the type without filling this info in so you can actually simply produce any column with anything that you guys require when an imaginative demand can be found in make it a form share the kind preview the show you men how a kind looks like um the name of the demand you want you want to add a specific short with a certain i know each business has a specific structure that
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they use um when do you require it by the priority and so on etc um you can take this link after put one 2nd let me click on the type i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a certain file for example right now whatever is in the planning ideas stage and i need the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest concern i wish to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s always going to enter the first group which is important to understand and then it can be called demands or concepts being available in and then i can simply proceed take it and move it to a certain group that i believe it matters for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another group or another board depending on how you detail your workflow just to make certain 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 just compose yes so i can get feedback while you people are listening yay yes yes amazing incredible remarkable i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them also today i’ll just give like a short summary this is the individual column as you guys understand we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one kind can populate numerous columns on one board yes dell you are correct every column that you produce can be almost every column you create can be in a type view and individuals can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a concern one we named it concern but it’s generally a rating column um we have actually a. Agency Project Management Software
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