This article is focused on answering Creative Agency Project Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page requests think about it more like innovative demands from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you people that also and finally i’m going to reveal you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to start incredible all right let’s start and landing page request i’m assuming
you men i’m simply gon na show um speak about the essentials actually rapidly but i’m sure you guys understand that this is a board each 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 fun stuff so the method i divided my board here is between months however you can do this between tasks or customers and it truly simply depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a quick before dealing with an imaginative request is using the kind so a type generally takes all your columns and makes it a link that other individuals can complete 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 fine let me reveal you how to create a type however essentially this type comes in here and after that the team lead of the imaginative style team or any other group can appoint a specific designer to work on it so let me show you guys how to add a kind and produce 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 people examine the view area due to the fact that it’s just another way to reveal 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 certain things on your board so close the kind view and like i stated it takes certain columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can submit this file if you wish to require it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can actually just develop any column with anything that you guys need when an imaginative demand is available in make it a type share the form sneak peek the program you people how a type appears like um the name of the request you want you wish to include a certain quick with a certain i understand each business has a certain structure that
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they utilize um when do you need it by the concern 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 site copy it send it to whoever let’s simply make look i’ll just show you people let’s fill it in and you can see um webinar request test i can include a certain declare example today everything is in the preparation concepts stage and i require the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest concern i wish to send it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to come into the first group which is essential to know and then it can be called requests or ideas coming in and then i can just go ahead 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 may 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 just 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 just write yes so i can get feedback while you guys are listening yay yes yes amazing incredible 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 write me in the chat and i’ll discuss them also now i’ll simply provide like a brief introduction this is the individual column as you people 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 soon um dale you simply ask presuming one type can populate several 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 form view and people can fill it out and it is available in as an item on the board great so this is our column center what we use here is a top priority one we named it concern but it’s generally a ranking column um we have actually a. Creative Agency Project Management Software
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file column and we have a tags column what i enjoy about the tag column is if i click this right now it’s going to do a cross board search about every board i have on my um account and it’s going to browse facebook it’s going to do a cross board search let me show you people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a certain job i’m working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that extremely cool and i love i love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m unsure if you guys understand what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i could show you guys eliminate deadline mode generally what i want to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Creative Agency Project Management Software