This article is focused on answering Project Management Software For Small Companies …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 three specific on boards which are use 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 want kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that as well and lastly i’m going to reveal you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to begin awesome all right let’s start and landing page demand i’m presuming
you guys i’m just gon na reveal um talk about the fundamentals really quickly however i make certain you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to discuss combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this in between projects or customers and it truly just depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a short before working on an imaginative request is utilizing the form so a type basically takes all your columns and makes it a link that other individuals can complete 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 produce and i’ll all right let me show you how to produce a kind but basically this kind can be found in here and after that the group lead of the innovative style group or any other team can assign a particular designer to work on it so let me reveal you guys how to add a type and create 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 include view i recommend you people inspect the view section because it’s just another method 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 certain things on your board so close the form view and like i said it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be provided the kind they can upload this file if you want to require it you can always do a checkbox and after that they can’t submit the type without filling this information in so you can really just create any column with anything that you guys require when a creative demand is available in make it a type share the type preview the show you men how a type appears like um the name of the request you desire you want to include a certain short with a specific i know each company has a specific 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 kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make appearance i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can add a particular declare example today everything is in the planning concepts stage and i need the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest concern i want to send it and let me show you people how it is available in on the board webinar request test so it’s constantly going to enter the first group which is essential to know and after that it can be called demands or concepts can be found 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 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 men are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes amazing remarkable awesome i’m glad you people are listening and understand everything great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them too but now i’ll just offer like a short summary this is the person column as you people understand we have our seven core columns here and after that we have more intriguing 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 just ask assuming one form can populate several columns on one board yes dell you are appropriate every column that you develop can be practically every column you produce can be in a type 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 utilize here is a top priority one we called it priority but it’s basically a score column um we have actually a. Project Management Software For Small Companies
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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 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 particularly i can see that it’s another board and then if i have a certain task i’m dealing with i can simply connect 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 just leave here [Music] fine um [Music] and yeah and i’m not 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 due date mode is let me undo this so i might reveal you guys eliminate due date mode basically what i wish to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Project Management Software For Small Companies