This article is focused on answering Project Management Software For Aec …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page requests consider it more like creative requests from designers material so on etc copywriters um a social media preparation 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 show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that also and finally i’m going to reveal you dashboards um so let’s start in a minute i just wish to pull up the um thing that i wished to show you people so i have it open and then we’re going to start incredible okay let’s start and landing page request i’m presuming
you guys i’m just gon na show um talk about the essentials actually quickly but i make certain you guys know that this is a board every one of these are called each row and a group is called an item today we’re going to go over combinations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between clients or jobs and it actually just depends on your workflow and the way we did it here to you can do it any way you want but a cool method to get a short before dealing with an imaginative request is utilizing the form so a type basically takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll fine let me reveal you how to develop a form but essentially this form 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 show you people how to add a kind and produce 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 advise you guys examine the view section due to the fact that it’s simply another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i said it takes particular columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be offered the form they can upload this file if you wish 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 just develop any column with anything that you people require when an innovative request can be found in make it a form share the type sneak peek the show you people how a form looks like um the name of the demand you want you wish to add a specific short with a particular i know each company has a certain structure that
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they utilize um when do you require it by the priority and so on etc um you can take this link after put one second 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 just make appearance i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a specific apply for example right now whatever remains in the preparation concepts stage and i require the imaginative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in highest priority i wish to submit it and let me show you guys how it comes in on the board webinar request test so it’s constantly going to enter the first group which is essential to know and then it can be called requests or concepts can be found in and then i can simply go ahead take it and move it to a specific group that i think it’s relevant for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on 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 comprehended the form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes incredible remarkable incredible i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them also today i’ll simply offer like a short overview this is the individual column as you people understand we have our 7 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one type can occupy numerous columns on one board yes dell you are proper every column that you create can be practically every column you develop can be in a form view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a priority one we named it concern however it’s essentially a rating column um we have actually a. Project Management Software For Aec
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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 men 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 specific job i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m uncertain if you guys understand what this is however 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 undo this so i could show you guys remove due date mode essentially 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 For Aec