This article is focused on answering Project Management Software Canada …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests think of it more like innovative requests from designers content so on and so forth copywriters um a social networks planning and style 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 integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you people that as well and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to begin remarkable okay let’s begin and landing page demand i’m presuming
you guys i’m simply gon na show um speak about the basics really quickly however i’m sure you men know that this is a board every one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between clients or tasks and it actually just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a short prior to dealing with an innovative request is utilizing the type so a kind basically takes all your columns and makes it a link that other individuals can fill out which they can upload 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 okay let me reveal you how to create a form but generally this type comes in here and then the team lead of the imaginative design team or any other group can designate a particular designer to work on it so let me reveal you guys how to create and include a type if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people check the view section since it’s just another method to reveal um all your items just 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 kind view and like i stated it takes certain columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can upload this file if you want to need it you can always do a checkbox and after that they can’t send the type without filling this information in so you can actually just create any column with anything that you men require when an innovative request comes in make it a form share the type sneak peek the program you people how a type looks like um the name of the request you desire you want to add a certain quick with a certain i understand each business has a particular structure that
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they use um when do you require 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 type 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 look i’ll just show you men let’s fill it in and you can see um webinar demand test i can include a particular apply for example today whatever remains in the planning ideas stage and i need the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest top priority i wish to submit it and let me show you men how it can be found in on the board webinar demand test so it’s always going to come into the first group which is necessary to understand and then it can be called concepts or demands can be found in and then i can simply go ahead 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 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 outline your workflow just to ensure you guys are all with me um is this clear um right in the chat yes or no if you understood the kind 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 people are listening and understand whatever great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too but now i’ll simply offer like a short overview this is the person column as you men know we have our seven 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 product itself and also as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy numerous columns on one board yes dell you are right every column that you develop can be almost every column you create can be in a type view and individuals can fill it out and it comes 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 concern but it’s generally a score column um we have a. Project Management Software Canada
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Project Management Software Canada