This article is focused on answering Project Management Portal Software …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 three particular on boards which are usage cases for banner and landing page demands think about it more like innovative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and last but not least i’m going to show you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wished to show you people so i have it open and then we’re going to begin remarkable alright let’s start and landing page demand i’m presuming
you men i’m simply gon na show um speak about the fundamentals actually quickly however i make certain you men know 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 go over combinations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this in between tasks or customers and it actually simply 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 brief prior to dealing with an imaginative demand is utilizing the form so a kind basically takes all your columns and makes it a link that other people 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 all right let me reveal you how to create a kind however generally this form comes in here and after that the group lead of the imaginative style group or any other team can designate a specific designer to work on it so let me reveal you guys how to add a kind and produce 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 guys examine the view area because it’s just another method to show 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 certain things on your board so close the form view and like i said it takes certain columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be given the form they can publish this file if you want to require it you can constantly do a checkbox and then they can’t send the kind without filling this details in so you can actually simply produce any column with anything that you guys require when an innovative demand can be found in make it a kind share the type sneak peek the show you guys how a form looks like um the name of the request you want you want to add a specific brief with a specific i understand each company has a certain structure that
gantt charts project management tool monday.com alternatives
they use um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd let me click 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 look i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a particular declare example today whatever remains in the preparation ideas phase and i need the creative department to assist me it’s right now where i’m working on it i require it by may 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 always going to enter the first group which is essential to know and after that it can be called demands or concepts can be found in and then i can just 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 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 simply to make certain 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 just write yes so i can get feedback while you guys are listening yay yes yes amazing remarkable remarkable i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them also now i’ll just provide like a short summary this is the individual column as you people know we have our 7 core columns here and then we have more intriguing 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 assuming one type can populate a number of columns on one board yes dell you are appropriate every column that you create can be almost every column you produce can be in a type view and individuals can fill it out and it can be found in as an item on the board fantastic 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 a. Project Management Portal Software
monday.com, job management, tool, software application, pricing, asana, apps, trello, kanban, microsoft, automations, service, crm, user, project management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.
file column and we have a tags column what i like about the tag column is if i click on 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 reveal you men 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 specific task i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it matters for so i discover that extremely cool and i love i like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure if you men understand what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i might reveal you people eliminate due date mode generally what i want to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Project Management Portal Software