Project Management Agency Software – Easily build, run, and scale

This article is focused on answering Project Management Agency Software …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 3 particular on boards which are use cases for banner and landing page requests think of 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 desire kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i want to show you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that too and last but not least i’m going to reveal you dashboards um so let’s start 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 incredible fine let’s begin and landing page request i’m presuming

 

you people i’m simply gon na show um talk about the fundamentals truly quickly but i make sure you men understand 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 go over integrations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this in between tasks or clients and it actually simply depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a short prior to dealing with an imaginative demand is utilizing the kind so a kind generally takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll alright let me reveal you how to produce a kind however basically this form comes in here and then the group lead of the imaginative style group or any other team can appoint a certain designer to deal with it so let me reveal you guys how to add a kind and produce 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 advise you guys inspect the view section due to the fact that 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 way to see um certain things on your board so close the form view and like i said it takes certain columns not the individual column of course but other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can submit this file if you wish to require it you can constantly do a checkbox and then they can’t send the form without filling this information in so you can truly simply develop any column with anything that you guys need when an innovative request can be found in make it a form share the kind sneak peek the show you men how a form looks like um the name of the request you desire you wish to include a certain quick with a particular i understand each company has a certain structure that

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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one second let me click the kind 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 add a certain file for 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 working on it i require it by may 23rd and it’s in greatest priority i want to submit it and let me reveal you people how it comes in on the board webinar request test so it’s always going to enter into the very first group which is important to know and then it can be called demands or concepts can be found in and then i can simply proceed take it and move it to a certain group that i think it matters for in this case it needs 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 upon how you detail your workflow simply to ensure you men 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 simply compose yes so i can get feedback while you people are listening yay yes yes awesome amazing incredible i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them as well today i’ll simply provide like a brief overview this is the individual column as you guys 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy a number of columns on one board yes dell you are appropriate every column that you produce can be almost every column you create can be in a form view and individuals can fill it out and it is available in as a product on the board excellent so this is our column center what we use here is a top priority one we called it priority but it’s generally a score column um we have a. Project Management Agency Software

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file column and we have a tags column what i love 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 then if i have a specific task i’m dealing with i can simply connect them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m uncertain if you guys understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i could reveal you guys eliminate deadline mode essentially what i wish to do i wish to set as deadline i want to take the status column but i could take any status column i have for example the. Project Management Agency Software