This article is focused on answering Project Management Software Excel …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 reveal you 3 specific on boards which are use cases for banner and landing page requests consider it more like innovative demands from designers content 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 go over marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that too and finally i’m going to reveal you control panels um so let’s start in a minute i just 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 begin incredible fine let’s start and landing page demand i’m presuming
you guys i’m simply gon na reveal um discuss the fundamentals actually quickly however i make certain you guys know that this is a board each one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this between jobs or customers and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief prior to dealing with an imaginative demand 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 want the designer to produce and i’ll alright let me reveal you how to create a kind but essentially this kind comes in here and after that the team lead of the innovative design team or any other team can designate a certain designer to work on it so let me show you people how to develop and include a form if anything is too quick 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 advise you guys check the view section because it’s simply another way to reveal 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 type view and like i said it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be provided the form they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t send the type without filling this information in so you can truly simply produce any column with anything that you guys need when a creative demand can be found in make it a form share the type sneak peek the show you guys how a kind appears like um the name of the demand you want you wish to include a certain brief with a certain i know each business has a certain structure that
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they utilize 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 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 look i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a certain declare example today everything is in the planning ideas phase and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest top priority i wish to submit it and let me reveal you men how it is available in on the board webinar request test so it’s always going to come into the first group which is very important to understand and then it can be called concepts or requests coming in and after that i can simply go ahead take it and move it to a certain group that i think it matters 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 detail your workflow simply to make sure you men 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 just write yes so i can get feedback while you people are listening yay yes yes remarkable remarkable incredible i’m glad you men are listening and understand whatever great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them too but now i’ll simply offer like a brief introduction this is the individual column as you people understand 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 likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can populate a number of columns on one board yes dell you are proper every column that you produce can be nearly every column you create can be in a type view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a concern one we called it priority but it’s generally a ranking column um we have a. Project Management Software Excel
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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 browse facebook it’s going to do a cross board search let me show you guys how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular job i’m working on i can just link them with tags and then i can cross board search it to what it matters for so i discover 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 however this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i could show you men get rid of due date mode basically what i want to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Project Management Software Excel