This article is focused on answering Best Project Management Dashboard Software …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 demands consider it more like imaginative requests from designers material so on and so forth copywriters um a social media preparation and design 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 want to show you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you men that too and last but not least i’m going to reveal you control panels um so let’s start in a minute i just want to pull up the um thing that i wanted to reveal you people so i have it open and then we’re going to start remarkable fine let’s start and landing page request i’m presuming
you guys i’m simply gon na reveal um talk about the essentials actually rapidly however i make 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 stuff so the way i divided my board here is in between months but you can do this between clients or projects and it actually simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a quick prior to dealing with an imaginative request is utilizing the type so a form generally 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 searching for the size of uh the banner that they desire the designer to produce and i’ll fine let me show you how to create a form however essentially this form comes in here and after that the group 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 develop if anything is too quick 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 people examine the view section due to the fact that it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the type view and like i stated it takes specific columns not the person column naturally however 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 need it you can constantly do a checkbox and after that they can’t send the kind without filling this info in so you can truly just create any column with anything that you people require when an innovative request is available in make it a type share the type preview the show you guys how a type looks like um the name of the demand you want you wish to add a particular brief with a specific i know each company has a particular structure that
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they use um when do you require 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 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 show you people let’s fill it in and you can see um webinar request test i can include a specific declare example right now whatever remains in the planning concepts phase and i require 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 concern i wish to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is essential to know and then it can be called requests or concepts can be found in and after that i can just proceed take it and move it to a certain group that i think it’s relevant for in this case it requires 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 describe your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes incredible amazing remarkable i’m glad you men are listening and understand everything great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them as well today i’ll just offer like a brief introduction this is the individual column as you guys 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 likewise as a view we’ll get to that um quickly 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 produce can be in a form view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a concern one we named it top priority but it’s essentially a ranking column um we have a. Best Project Management Dashboard Software
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file column and we have a tags column what i like about the tag column is if i click 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 people 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 job i’m working on i can merely connect 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 get out of here [Music] all right um [Music] and yeah and i’m unsure if you people know 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 reverse this so i might show you guys get rid of deadline mode basically what i want to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Best Project Management Dashboard Software