This article is focused on answering Monday Project Management Reporting …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 usage cases for banner and landing page requests think of it more like creative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a sneak peek 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 dashboards um so let’s begin in a minute i just want to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to start amazing alright let’s begin and landing page demand i’m presuming
you men i’m just gon na reveal um discuss the basics actually quickly however i make sure you guys understand that this is a board every one of these are called each row and a group 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 however you can do this in between clients or tasks and it truly simply depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a quick before dealing with an innovative request is using the form 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 trying to find the size of uh the banner that they want the designer to produce and i’ll okay let me show you how to create a type but basically this form comes in here and after that the group lead of the innovative style group or any other team can designate a specific designer to work on it so let me reveal you men how to add a form and produce 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 include view i advise you men inspect the view area because it’s just another way to reveal um all your items simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i said it takes certain columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be given the kind they can submit this file if you want to require it you can always do a checkbox and after that they can’t submit the kind without filling this information in so you can truly simply create any column with anything that you people require when an innovative request is available in make it a kind share the type sneak peek the program you men how a type appears like um the name of the request you want you want to include a specific short with a certain i understand each business has a certain structure that
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they utilize um when do you need it by the 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 site copy it send it to whoever let’s simply make look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a certain apply for example right now everything remains in the planning concepts stage and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest priority i want to send it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is essential to know and after that it can be called ideas or requests can be found in and then i can simply go ahead take it and move it to a particular group that i think it matters 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 detail your workflow just to make certain you men are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes amazing incredible amazing i’m glad you men are listening and understand 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 provide like a quick overview this is the person column as you men 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 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 a number of columns on one board yes dell you are proper every column that you produce can be almost every column you create can be in a kind view and individuals can fill it out and it is available in as a product on the board great so this is our column center what we use here is a concern one we called it priority however it’s essentially a ranking column um we have a. Monday Project Management Reporting
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Monday Project Management Reporting