This article is focused on answering Project Management Office Software Open Source …I’m a customer success manager 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 requests from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that as well and finally i’m going to show you control panels um so let’s start in a minute i just want to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to begin awesome fine let’s begin and landing page request i’m assuming
you people i’m just gon na show um talk about the basics really quickly but i’m 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 fun things so the method i divided my board here is between months however you can do this between projects or clients and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a short before working on an innovative demand is utilizing the form so a form 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 trying to find the size of uh the banner that they desire the designer to create and i’ll okay let me reveal you how to produce a form but generally this form comes in here and after that the group lead of the creative design group or any other group can appoint a certain designer to deal with it so let me show you people how to produce and add a form if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you people examine the view section because it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the form view and like i stated it takes specific 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 given the type they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t send the type without filling this information in so you can really just develop any column with anything that you guys require when a creative request comes in make it a kind share the form preview the show you guys how a form looks like um the name of the request you want you wish to include a certain brief with a particular i understand each company has a specific structure that
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they utilize 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 just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a particular declare example right now whatever remains in the preparation ideas stage and i need the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest priority i want to send it and let me show you people how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is essential to know and after that it can be called requests or ideas can be found in and then i can simply go ahead take it and move it to a particular group that i believe 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 upon how you outline your workflow just to ensure you people 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 simply write yes so i can get feedback while you men are listening yay yes yes awesome remarkable incredible i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them too now i’ll just give like a short introduction this is the individual column as you men understand we have our seven 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one kind can populate several columns on one board yes dell you are right every column that you produce can be almost every column you produce can be in a kind 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 utilize here is a concern one we named it concern but it’s generally a ranking column um we have a. Project Management Office Software Open Source
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Project Management Office Software Open Source