This article is focused on answering Project Management Software Directory …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 show you 3 particular on boards which are usage cases for banner and landing page requests consider it more like imaginative demands from designers content so on and so forth 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 wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that as well and finally i’m going to reveal you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to begin awesome all right let’s begin and landing page demand i’m assuming
you people i’m just gon na reveal um speak about the essentials actually rapidly but i make sure you guys 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 discuss integrations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this in between customers or jobs and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick before working on an imaginative request is utilizing the type so a form basically takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll okay let me show you how to create a form but generally this kind can be found in here and then the group lead of the innovative style team or any other team can assign a specific designer to work on it so let me show you men how to add a form and produce 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 guys check the view area due to the fact that it’s simply another way to reveal um all your items simply 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 kind view and like i stated it takes particular columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be given the form they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this info in so you can really just develop any column with anything that you guys require when an innovative request can be found in make it a type share the form preview the show you men how a kind appears like um the name of the request you desire you wish to include a specific short with a specific i understand each business has a certain structure that
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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one 2nd let me click on 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 appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a specific declare example today whatever remains in the preparation ideas stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest concern i want to submit it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is important to know and after that it can be called requests or ideas being available in and after that i can just proceed take it and move it to a particular group that i believe 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 describe your workflow just to ensure you people 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 write yes so i can get feedback while you guys are listening yay yes yes incredible incredible awesome i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them as well now i’ll simply offer 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 just ask assuming one form can populate numerous columns on one board yes dell you are correct every column that you create can be almost every column you produce can be in a type view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we utilize here is a priority one we named it concern but it’s essentially a score column um we have actually a. Project Management Software Directory
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file column and we have a tags column what i enjoy 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 people 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 simply link them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i enjoy the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m uncertain if you guys know what this is however this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i might show you people remove due date mode basically what i wish to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Project Management Software Directory