This article is focused on answering Project Management Portfolio Management Software …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 reveal you 3 specific on boards which are use cases for banner and landing page requests think of it more like imaginative demands from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that also and lastly i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wished to show you people so i have it open and then we’re going to start amazing all right let’s begin and landing page request i’m assuming
you people i’m just gon na show um speak about the fundamentals actually quickly however i make certain you guys understand that this is a board each 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 fun things so the method i divided my board here is in between months however you can do this in between jobs or clients and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a short before dealing with an imaginative demand is utilizing the type so a kind essentially takes all your columns and makes it a link that other people can fill out which they can publish 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 develop and i’ll alright let me reveal you how to develop a form but essentially this kind comes in here and after that the team lead of the imaginative style group or any other group can appoint a particular designer to work on it so let me reveal you people how to add a type and develop if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you people examine the view section due to the fact that it’s just another way to show 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 certain things on your board so close the form view and like i stated it takes specific columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can upload this file if you want to require it you can always do a checkbox and then they can’t send the kind without filling this details in so you can actually just create any column with anything that you men need when a creative demand comes in make it a kind share the kind sneak peek the show you guys how a kind appears like um the name of the request you want you wish to add a specific quick with a certain i understand each company has a certain structure that
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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 kind 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 appearance i’ll just show you men let’s fill it in and you can see um webinar demand test i can add a particular declare example right now whatever remains in the planning ideas phase and i require the imaginative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest concern i wish to send it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to come into the first group which is very important to understand and after that it can be called ideas or requests coming in and after that i can simply go on 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 group or another board depending on how you detail your workflow just to make sure 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 compose yes so i can get feedback while you guys are listening yay yes yes remarkable amazing awesome i’m glad you guys are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them as well today i’ll just offer like a short overview this is the person column as you people 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 also on the item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are right every column that you create can be practically every column you produce can be in a form view and people can fill it out and it is available in as an item on the board excellent so this is our column center what we use here is a top priority one we named it top priority but it’s basically a score column um we have actually a. Project Management Portfolio Management Software
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file column and we have a tags column what i like about the tag column is if i click 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 browse 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 link them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m unsure if you people know what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i could reveal you men remove due date mode basically what i wish to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Project Management Portfolio Management Software