How To Use Monday Com For Project Management 2022

This article is focused on answering How To Use Monday Com For Project Management …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page demands consider it more like imaginative demands from designers content so on etc copywriters um a social networks preparation 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 then i want to show you a sneak 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 people that as well and last but not least i’m going to show you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin remarkable all right let’s begin and landing page request i’m presuming

 

you guys i’m simply gon na show um talk about the basics truly rapidly but i make certain you guys understand that this is a board every one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this in between projects or customers and it truly just depends upon your workflow and the way we did it here to you can do it any way you want however a cool way to get a short prior to dealing with a creative demand is utilizing the type so a kind generally takes all your columns and makes it a link that other individuals can fill out 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 show you how to develop a kind but basically this kind can be found in here and after that the team lead of the innovative style group or any other team can appoint a particular designer to work on it so let me reveal you guys how to include 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 try clarify so i can go here include view i recommend you guys check the view section since it’s just another method to reveal um all your products 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 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 provided the kind they can submit this file if you want to need 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 just develop any column with anything that you men require when an imaginative demand comes in make it a type share the type preview the show you men how a kind appears like um the name of the demand you want you want to add a particular short with a specific i understand each company has a certain structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd let me click 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 simply make appearance i’ll simply show you men let’s fill it in and you can see um webinar demand test i can include a particular apply for example today whatever is in the planning concepts phase and i need the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest concern i want to send it and let me reveal you men how it comes in on the board webinar demand test so it’s always going to enter into the very first group which is necessary to know and after that it can be called concepts or requests being available in and after that i can simply go on take it and move it to a particular group that i think it’s relevant 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 on how you describe 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 kind and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes incredible amazing remarkable i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them also and now i’ll simply give like a brief summary this is the person column as you people know we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy several columns on one board yes dell you are right every column that you produce can be almost every column you create can be in a type view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a priority one we called it top priority but it’s basically a ranking column um we have a. How To Use Monday Com For Project Management

monday.com, job management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, task management software application, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

How To Use Monday Com For Project Management

How To Use Monday.Com For Project Management 2022

This article is focused on answering How To Use Monday.Com For Project Management …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 show you 3 specific on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that too and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull 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 start and landing page demand i’m assuming

 

you men i’m simply gon na reveal um discuss the essentials truly quickly but i make sure you people know 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 integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between clients or jobs and it really just 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 a creative request is utilizing the type so a kind essentially takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll okay let me reveal you how to produce a type but basically this form comes in here and then the group lead of the innovative style team or any other team can assign a particular designer to deal with it so let me show you guys how to include a type and create if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people inspect the view section because it’s simply another method to show 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 certain things on your board so close the form view and like i said it takes particular columns not the individual column of course but other columns that you can hide or make um viewable for the person that is going to be provided the kind they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t submit the kind without filling this details in so you can really simply develop any column with anything that you men require when a creative request can be found in make it a kind share the kind preview the program you guys how a kind appears like um the name of the demand you want you want to include a certain brief with a certain i understand each company has a particular structure that

gantt charts project management tool monday.com alternatives

they utilize um when do you require it by the concern and so on etc 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 site copy it send it to whoever let’s simply make look i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can include a specific apply for example today everything remains in the preparation ideas phase and i need the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest priority i wish to submit it and let me reveal you people 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 very important to know and then it can be called ideas or demands can be found in and then i can just proceed take it and move it to a particular group that i think it’s relevant 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 board or another group depending upon how you describe your workflow simply to make sure you guys are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes remarkable amazing amazing i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them also but now i’ll simply give like a brief summary this is the person column as you people understand we have our seven core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy a number of columns on one board yes dell you are proper every column that you create can be almost every column you develop can be in a kind view and individuals can fill it out and it can be found 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 priority however it’s essentially a score column um we have a. How To Use Monday.Com For Project Management

monday.com, job management, tool, software, pricing, asana, apps, trello, kanban, microsoft, automations, service, crm, user, task management software application, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.

file column and we have a tags column what i love 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 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 connect them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i enjoy the tech college let me just leave here [Music] fine um [Music] and yeah and i’m uncertain if you men understand what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could reveal you guys get rid of due date mode essentially what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. How To Use Monday.Com For Project Management