This article is focused on answering Project Management Software Demo …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 about it more like imaginative demands from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to show 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 be able to integrate with facebook for facebook ads so i’ll show you people that too and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to begin incredible okay let’s begin and landing page request i’m presuming
you guys i’m simply gon na show um talk about the fundamentals actually rapidly but i make certain 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 combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this in between clients or projects and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief prior to dealing with an innovative demand is utilizing the form so a type generally takes all your columns and makes it a link that other people can submit 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 create and i’ll okay let me show you how to produce a form however generally this kind comes in here and after that the team lead of the creative style group or any other team can designate a certain designer to work on it so let me reveal you guys how to add a form and produce if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men examine the view area due to the fact that it’s just another way to reveal um all your products just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the type view and like i said it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be offered the form they can submit this file if you wish to require it you can constantly do a checkbox and then they can’t submit the form without filling this information in so you can actually simply produce any column with anything that you guys require when a creative request can be found in make it a type share the type preview the program you guys how a form appears like um the name of the demand you desire you want to include a particular short with a particular i know each business has a particular structure that
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they use um when do you require it by the concern and so on etc 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 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 certain declare example today whatever is in the preparation concepts stage and i need the imaginative 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 into the first group which is essential to understand and after that it can be called ideas or demands can be found in and then i can simply go ahead take it and move it to a specific group that i think 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 upon how you outline your workflow simply to ensure you people 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 write yes so i can get feedback while you guys are listening yay yes yes amazing amazing 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 compose me in the chat and i’ll go over them also and now i’ll simply offer like a brief introduction this is the person column as you guys understand we have our seven core columns here and after that we have more fascinating 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 soon um dale you simply ask presuming one kind can populate numerous columns on one board yes dell you are proper every column that you produce can be practically every column you create can be in a kind view and individuals can fill it out and it is available in as an item on the board great so this is our column center what we use here is a priority one we named it priority but it’s generally a score column um we have actually a. Project Management Software Demo
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file column and we have a tags column what i love 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 search facebook it’s going to do a cross board search let me reveal you people 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 project 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 just get out of here [Music] alright um [Music] and yeah and i’m uncertain if you men know what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i could reveal you guys get rid of deadline mode generally what i want to do i wish 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 Demo