This article is focused on answering Project Management Software For Marketing Directors …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 show you three specific on boards which are usage cases for banner and landing page demands consider it more like creative requests from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that also and finally i’m going to show you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to start amazing all right let’s begin and landing page request i’m assuming
you guys i’m simply gon na reveal um discuss the basics really rapidly but i’m sure you men understand 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 discuss combinations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this in between projects or clients and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a quick prior to working on an innovative demand is utilizing the form so a form essentially takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll alright let me show you how to produce a form however generally this form comes in here and after that the team lead of the innovative style team or any other group can appoint a specific designer to deal with it so let me reveal you people how to produce and add a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you men examine the view section since it’s simply another way to show um all your items just 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 kind view and like i stated it takes certain columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be offered the type they can submit this file if you want to require it you can always do a checkbox and after that they can’t send the type without filling this details in so you can really simply create any column with anything that you people need when a creative demand comes in make it a kind share the form sneak peek the program you people how a type looks like um the name of the demand you want you want to include a particular short with a particular i know each company has a certain 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 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 simply make appearance i’ll just show you guys let’s fill it in and you can see um webinar request test i can add a certain file for example right now whatever remains in the planning concepts stage and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest concern i want to submit it and let me reveal you men how it is available in on the board webinar request test so it’s constantly going to enter into the very first group which is essential to know and after that it can be called requests or concepts can be found in and after that i can just go ahead take it and move it to a particular group that i think 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 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 awesome amazing awesome i’m glad you people are listening and comprehend whatever great 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 as well now i’ll simply offer like a quick overview this is the person column as you guys know we have our 7 core columns here and after that we have more fascinating 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 just ask presuming one type can occupy a number of columns on one board yes dell you are right every column that you produce can be practically every column you create can be in a form view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a priority one we called it concern however it’s generally a rating column um we have actually a. Project Management Software For Marketing Directors
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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 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 particularly i can see that it’s another board and after that if i have a certain project i’m dealing with i can simply link them with tags and then i can cross board search it to what it matters for so i find that extremely cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m uncertain if you guys know what this is however 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 reverse this so i could reveal you men remove due date mode basically what i wish to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Project Management Software For Marketing Directors