This article is focused on answering Project Management Software For Lawyers …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 3 particular on boards which are usage cases for banner and landing page requests think about it more like creative demands from designers material 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 project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that too and finally i’m going to show you control panels um so let’s start in a minute i just wish to bring up the um thing that i wished to show you guys so i have it open and then we’re going to begin amazing all right let’s start and landing page demand i’m presuming
you men i’m just gon na reveal um speak about the fundamentals really quickly but i’m sure you men understand 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 way i divided my board here is between months however you can do this in between tasks or clients and it actually simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick prior to working on an imaginative demand is utilizing the kind so a type essentially takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll all right let me show you how to produce a kind but basically this form can be found in here and then the team lead of the imaginative design group or any other group can appoint a specific designer to deal with it so let me show you guys how to produce and include a type 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 guys check the view area because it’s simply another way to show 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 certain things on your board so close the kind view and like i stated it takes certain columns not the person column obviously however other columns that you can conceal or make um viewable for the person that is going to be offered the type they can upload this file if you wish to need it you can always do a checkbox and after that they can’t submit the form without filling this details in so you can truly simply develop any column with anything that you men require when a creative demand is available in make it a form share the form preview the program you people how a type looks like um the name of the request you want you want to add a specific short with a particular i know each business has a certain structure that
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they utilize um when do you need it by the concern and so on and so forth 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 website copy it send it to whoever let’s just make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can include a certain apply for example right now whatever is in the preparation concepts stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest priority i want to send it and let me reveal you men how it is available in on the board webinar demand test so it’s constantly going to enter the first group which is important to understand and then it can be called ideas or requests can be found in and then i can just go ahead take it and move it to a certain group that i believe it matters 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 simply to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes amazing remarkable incredible i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them also but now i’ll simply provide like a brief summary this is the individual column as you guys understand we have our 7 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 likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one type can occupy several columns on one board yes dell you are proper every column that you produce can be almost every column you create can be in a form view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a priority one we called it top priority but it’s essentially a ranking column um we have a. Project Management Software For Lawyers
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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 search facebook it’s going to do a cross board search let me reveal you men 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 particular task i’m dealing with i can just link them with tags and then 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] okay um [Music] and yeah and i’m not exactly sure if you men 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 deadline mode is let me undo this so i could reveal you guys remove due date mode basically what i wish to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Project Management Software For Lawyers