This article is focused on answering Best Project Management Software For Creative Agency …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests think of it more like imaginative requests from designers material so on and so forth copywriters um a social networks 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 email marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that as well and last but not least i’m going to show you control panels um so let’s start in a minute i just want to pull up the um thing that i wanted to show you people so i have it open and after that we’re going to start awesome fine let’s begin and landing page request i’m assuming
you men i’m simply gon na show um discuss the fundamentals actually quickly but i’m sure you guys understand that this is a board every one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more fun things so the way i divided my board here is between months however you can do this between clients or jobs and it really simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a quick before dealing with a creative request is using the form so a type generally takes all your columns and makes it a link that other individuals can submit 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 produce and i’ll fine let me show you how to create a type however basically this form comes in here and after that the group lead of the imaginative design group or any other team can assign a particular designer to work on it so let me show you guys how to add a type and develop 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 suggest you guys check the view area since it’s simply another way to show um all your products simply 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 kind view and like i stated it takes certain 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 form they can upload this file if you want to require it you can always do a checkbox and after that they can’t submit the form without filling this details in so you can actually simply develop any column with anything that you guys need when an innovative demand is available in make it a form share the type preview the show you men how a type looks like um the name of the request you want you want to add a specific quick with a specific i understand each business has a specific structure that
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they utilize um when do you require it by the concern and so on etc 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 website copy it send it to whoever let’s just make appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a certain file for example right now everything remains in the planning concepts 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’s in greatest priority i wish to submit it and let me reveal you guys how it is available in on the board webinar request test so it’s constantly going to enter into the first group which is very important to understand and after that it can be called demands or concepts can be found in and then i can simply proceed take it and move it to a particular group that i think it’s relevant 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 board or another group depending on how you outline your workflow simply to make certain you men are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes amazing awesome remarkable i’m glad you people 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 also today i’ll just provide like a quick summary this is the person column as you people understand we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask presuming one form can populate several columns on one board yes dell you are right every column that you produce can be nearly every column you develop can be in a form view and people can fill it out and it can be found in as an item on the board terrific so this is our column center what we use here is a priority one we called it priority but it’s basically a score column um we have actually a. Best Project Management Software For Creative Agency
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file column and we have a tags column what i like about the tag column is if i click 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 reveal 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 job i’m working on 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 very cool and i love i enjoy the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not sure if you guys know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could reveal you men eliminate deadline mode essentially what i wish to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Best Project Management Software For Creative Agency