This article is focused on answering Best Project Management Software For Agencies …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page requests think about it more like imaginative requests from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to show you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people 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 pull up the um thing that i wished to show you people so i have it open and then we’re going to begin remarkable all right let’s begin and landing page request i’m assuming
you guys i’m simply gon na reveal um discuss the basics truly rapidly but i make certain you people know that this is a board each one of these are called a group and each row is called a product 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 however you can do this in between customers or tasks and it actually just depends on 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 brief prior to working on a creative demand is utilizing the kind so a kind generally takes all your columns and makes it a link that other individuals can submit 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 develop and i’ll fine let me reveal you how to create a form but essentially this type comes in here and then the team lead of the creative style team or any other team can assign a specific designer to work on it so let me reveal you guys how to produce and include a kind if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men inspect the view section because it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type view and like i stated it takes certain columns not the person column naturally but other columns that you can conceal 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 after that they can’t submit the type without filling this details in so you can actually simply develop any column with anything that you men need when an imaginative demand comes in make it a form share the type sneak peek the program you people how a form appears like um the name of the demand you desire you wish to add a certain brief with a particular i understand each company has a particular structure that
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they use 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 the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll simply show you men let’s fill it in and you can see um webinar demand test i can add a particular declare example today whatever remains in the preparation ideas stage and i require the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest top priority i want to send it and let me reveal you guys how it can be found in on the board webinar demand test so it’s constantly going to come into the first group which is important to understand and after that it can be called demands or concepts can be found in and then i can just go ahead take it and move it to a certain group that i think it matters for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another board or another group depending upon how you describe 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 understood the kind and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes remarkable amazing incredible i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them also but now i’ll just give like a quick overview this is the individual column as you guys understand we have our seven 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 product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy a number of columns on one board yes dell you are proper every column that you create can be almost every column you produce can be in a type view and individuals can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a concern one we called it priority however it’s essentially a ranking column um we have a. Best Project Management Software For Agencies
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file column and we have a tags column what i enjoy about the tag column is if i click on this today it’s going to do a cross board search about every board i have on my um account and it’s going to search facebook it’s going to do a cross board search let me show you guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a particular task i’m dealing with i can merely link them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i love the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m uncertain if you men understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might reveal you men get rid of deadline mode basically what i wish to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Best Project Management Software For Agencies