This article is focused on answering Project Management Software For Digital Agencies …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 reveal you three specific on boards which are use cases for banner and landing page requests think about it more like creative demands 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 go over marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a slip a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you men that as well and finally i’m going to reveal you dashboards um so let’s start in a minute i just want to bring up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to start remarkable alright let’s begin and landing page demand i’m assuming
you men i’m just gon na reveal um discuss the basics truly quickly but i make certain you guys know 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 integrations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this in between jobs or customers and it actually simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a short before working on an imaginative request is utilizing the kind so a kind essentially 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 searching for the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to create a form however essentially this type is available in here and after that the group lead of the imaginative design team or any other team can assign a certain designer to work on it so let me show you men how to include a form and develop if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you men examine the view area since it’s simply another method to reveal um all your items simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i said it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the kind they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t submit the type without filling this info in so you can actually just develop any column with anything that you men require when an innovative request can be found in make it a type share the kind sneak peek the show you men how a type looks like um the name of the request you want you want to add a certain quick with a particular i know each company has a specific structure that
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they utilize um when do you need it by the priority 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 site 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 request test i can add a certain file for example right now everything remains in the planning concepts phase and i require 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 top priority i wish to send it and let me show you men how it comes in on the board webinar request test so it’s always going to enter into the very first group which is essential to understand and then it can be called concepts or demands being available in and after that i can simply go ahead take it and move it to a particular group that i believe 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 group or another board depending upon how you detail your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes awesome amazing amazing i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them as well but now i’ll just give like a brief overview this is the person column as you men understand we have our 7 core columns here and then we have more intriguing 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 just ask assuming one type can occupy several columns on one board yes dell you are right every column that you develop 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 utilize here is a top priority one we named it priority but it’s essentially a ranking column um we have a. Project Management Software For Digital Agencies
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file column and we have a tags column what i like about the tag column is if i click on 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 guys how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular project i’m dealing with i can merely link them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys understand what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i could reveal you people remove deadline mode essentially what i want to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Project Management Software For Digital Agencies