This article is focused on answering Project Management Software Building Industry …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 show you three specific on boards which are use cases for banner and landing page requests consider it more like creative requests from designers material so on and so forth copywriters um a social media 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 e-mail marketing um integrity that we have with mailchimp and after that i want to show you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that too and lastly i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start remarkable okay let’s start and landing page request i’m assuming
you guys i’m simply gon na show um discuss the basics truly quickly however i make certain you guys know that this is a board every one of these are called a group and each row is called a product today we’re going to review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this in between projects or clients and it actually simply 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 short prior to working on an imaginative demand is utilizing the kind so a kind generally 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 searching for the size of uh the banner that they want the designer to produce and i’ll alright let me show you how to produce a kind however basically this type can be found in here and after that the team lead of the imaginative style group or any other team can assign a specific designer to deal with it so let me reveal you people how to develop and include a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men check the view area 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 desire a file view another way to see um specific things on your board so close the form view and like i stated it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be provided the form they can submit this file if you want to need it you can constantly do a checkbox and then they can’t send the kind without filling this details in so you can really simply create any column with anything that you men require when an innovative demand comes in make it a type share the type preview the show you men how a form appears like um the name of the demand you desire you want to add a particular short with a particular i know each business 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 2nd 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 appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can include a specific file for example right now everything is in the planning concepts stage and i require the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i want to submit it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to come into the very first group which is important to know and after that it can be called concepts or demands being available in and then i can just proceed take it and move it to a specific group that i believe it matters 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 on how you detail your workflow simply to make sure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes remarkable remarkable amazing i’m glad you guys are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them as well and now i’ll simply provide like a short overview this is the individual column as you men understand we have our seven core columns here and then 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 product itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one type can occupy a number of columns on one board yes dell you are right every column that you create can be nearly every column you produce can be in a type view and individuals can fill it out and it is available 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 concern but it’s essentially a rating column um we have a. Project Management Software Building Industry
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file column and we have a tags column what i enjoy 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 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 specifically i can see that it’s another board and then if i have a particular task i’m working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that very cool and i love i like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not sure if you people understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i might reveal you guys 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 Software Building Industry