This article is focused on answering Project Management Software For Design Professionals …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 specific on boards which are use cases for banner and landing page demands think about it more like imaginative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin amazing okay let’s begin and landing page demand i’m assuming
you men i’m just gon na reveal um talk about the basics actually quickly however i make certain you men know that this is a board each one of these are called each row and a group is called a product today we’re going to go over combinations 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 between clients or tasks and it actually just depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a short before working on an innovative request is using the type so a form 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 want the designer to develop and i’ll okay let me show you how to produce a form however generally this type can be found in here and then the team lead of the creative style team or any other team can designate a certain designer to work on it so let me reveal you men how to produce and add a form if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you men examine the view area because it’s simply another method to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type view and like i stated it takes particular columns not the person column obviously however other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can really simply develop any column with anything that you guys require when an imaginative demand comes in make it a form share the type preview the show you men how a form looks like um the name of the demand you desire you want to include a specific quick with a particular i know each company has a specific 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 second let me click on the type i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can include a particular apply for example right now everything remains in the preparation concepts stage and i require the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest top priority i wish to send 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 essential to know and then it can be called demands or ideas being available in and then i can just go ahead take it and move it to a particular group that i think it’s relevant 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 on how you describe your workflow just to make sure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes amazing incredible awesome i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them also but now i’ll simply give like a short summary this is the individual column as you guys know we have our seven core columns here and then 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 quickly um dale you simply ask assuming one type can occupy a number of columns on one board yes dell you are appropriate every column that you develop can be almost every column you develop can be in a kind view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a priority one we named it concern however it’s essentially a score column um we have a. Project Management Software For Design Professionals
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file column and we have a tags column what i enjoy 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 search facebook it’s going to do a cross board search let me reveal you guys 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 specific job i’m working on i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i love the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys understand 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 undo this so i could show you people eliminate due date mode essentially what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Project Management Software For Design Professionals