This article is focused on answering Project Management Document Control 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 specific on boards which are use cases for banner and landing page demands think of it more like innovative demands from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you men that also and lastly i’m going to reveal you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to begin remarkable okay let’s begin and landing page demand i’m presuming
you guys i’m just gon na reveal um talk about the basics truly rapidly but i make sure you people know that this is a board each 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 way i divided my board here is between months but you can do this in between clients or projects 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 brief prior to dealing with an innovative request is using the type so a type generally takes all your columns and makes it a link that other people can complete 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 alright let me reveal you how to create a kind however basically this type is available in here and after that the team lead of the imaginative design group or any other team can designate a certain designer to deal with it so let me reveal you men how to develop and add a kind if anything is too fast 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 suggest you men examine the view section since 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 method to see um certain things on your board so close the type view and like i said 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 wish to need it you can constantly do a checkbox and then they can’t submit the type without filling this info in so you can actually just develop any column with anything that you men need when a creative demand comes in make it a form share the type preview the show you people how a type looks like um the name of the demand you desire you want to add a specific quick with a specific i know each company has a certain structure that
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they use um when do you need it by the concern and so on etc um you can take this link after put one second let me click on the form 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 look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can add a specific apply for example right now everything is in the planning ideas stage and i require the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest concern i wish to send it and let me show you guys 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 very important to understand and then it can be called demands or concepts can be found in and after that i can simply go on take it and move it to a certain group that i believe 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 group or another board depending upon how you describe your workflow just to ensure you men 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 write yes so i can get feedback while you guys are listening yay yes yes remarkable incredible remarkable i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them too and now i’ll just give like a short overview this is the person column as you guys understand we have our 7 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 likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be nearly every column you produce can be in a form view and individuals can fill it out and it can be found in as an item on the board terrific so this is our column center what we utilize here is a concern one we called it priority but it’s essentially a score column um we have actually a. Project Management Document Control Software
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Project Management Document Control Software