This article is focused on answering Project Management Software For Marketing Teams …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page requests consider it more like imaginative demands from designers material 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 project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that 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 reveal you people that as well and lastly 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 people so i have it open and after that we’re going to start amazing alright let’s begin and landing page request i’m presuming
you guys i’m simply gon na show um discuss the basics truly quickly 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 discuss 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 projects and it really just depends upon 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 short prior to dealing with an innovative demand is using the form so a type essentially takes all your columns and makes it a link that other people can submit which they can submit 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 develop a form but generally this kind comes in here and after that the group lead of the imaginative design group or any other group can assign a particular designer to work on it so let me reveal you men how to create and include a form if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you guys inspect the view area 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 type view and like i stated it takes certain columns not the person column obviously 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 constantly do a checkbox and then they can’t send the kind without filling this information in so you can really just create any column with anything that you people need when an innovative demand is available in make it a type share the type sneak peek the show you guys how a kind looks like um the name of the request you want you want to include a specific quick with a certain i understand each company has a particular structure that
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they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one second let me click on the type 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 simply show you people let’s fill it in and you can see um webinar request test i can add a certain file for example today whatever is in the planning concepts phase and i need the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest top priority i wish to send it and let me show you guys how it comes in on the board webinar request test so it’s constantly going to enter into the very first group which is essential to understand and after that it can be called concepts or requests being available in and then i can just proceed take it and move it to a specific group that i believe 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 upon how you describe your workflow just 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 simply compose yes so i can get feedback while you people are listening yay yes yes awesome incredible amazing i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them too and now i’ll simply offer like a quick introduction this is the person column as you guys know 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can occupy several columns on one board yes dell you are right every column that you develop can be practically every column you produce can be in a form view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we utilize here is a concern one we named it concern however it’s generally a rating column um we have actually a. Project Management Software For Marketing Teams
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Project Management Software For Marketing Teams