This article is focused on answering Project Management Software And Tools …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 three specific on boards which are usage cases for banner and landing page demands think of it more like imaginative requests from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i want to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you people so i have it open and then we’re going to start remarkable okay let’s start and landing page demand i’m assuming
you people i’m simply gon na show um talk about the basics truly rapidly however i make certain you guys 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 review integrations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this in between tasks 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 want but a cool method to get a brief before working on an innovative demand is utilizing the kind so a kind generally takes all your columns and makes it a link that other individuals can complete 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 develop and i’ll alright let me show you how to produce a form however generally this kind can be found in here and after that the team lead of the imaginative style group or any other group can assign a specific designer to deal with it so let me show you men how to add a form and create 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 advise you men check the view section due to the fact that it’s just another method to show um all your items just 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 type view and like i said it takes particular columns not the individual column naturally however 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 wish to require it you can constantly do a checkbox and then they can’t submit the type without filling this info in so you can truly simply produce any column with anything that you people need when a creative demand comes in make it a form share the form sneak peek the program you people how a type appears like um the name of the demand you desire you wish to add a specific short with a specific i know each company has a specific structure that
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they use um when do you require it by the priority 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 just make appearance i’ll just show you guys let’s fill it in and you can see um webinar demand test i can include a certain file for example today whatever remains in the planning concepts phase and i need the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest top 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 constantly going to enter the first group which is necessary to understand and after that it can be called demands or concepts coming in and after that i can just go on take it and move it to a particular group that i think it’s relevant for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on how you describe your workflow simply to ensure you guys 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 compose yes so i can get feedback while you people are listening yay yes yes awesome amazing 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 just compose me in the chat and i’ll review them too now i’ll just offer like a short summary 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 also as a view we’ll get to that um soon um dale you just ask presuming one type can occupy several columns on one board yes dell you are right every column that you produce can be nearly every column you develop can be in a form view and individuals can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a concern one we called it priority however it’s essentially a rating column um we have a. Project Management Software And Tools
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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 show 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 particular project i’m working on i can merely link them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i like the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m unsure if you people understand what this is but 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 show you guys eliminate deadline mode basically what i wish to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Project Management Software And Tools