This article is focused on answering Project Management Software Forum …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 particular on boards which are use cases for banner and landing page requests consider it more like imaginative requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you men that too and lastly i’m going to show you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin incredible alright let’s begin and landing page request i’m assuming
you guys i’m just gon na show um talk about the essentials actually rapidly however i make sure you guys understand that this is a board each one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this in between clients or tasks and it really just depends on your workflow and the way we did it here to you can do it any way you desire however a cool way to get a short prior to dealing with an imaginative request is using the type so a form essentially takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to develop and i’ll okay let me reveal you how to create a form however generally this kind is available in here and then the team lead of the creative design team or any other group can assign a certain designer to deal with it so let me show you men how to add a type and develop if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men examine the view area since it’s simply another method to show um all your products simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the type view and like i stated it takes certain columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be given the type they can submit this file if you wish to require it you can always do a checkbox and then they can’t send the type without filling this information in so you can really simply develop any column with anything that you guys require when an imaginative demand can be found in make it a form share the form sneak peek the program you men how a kind looks like um the name of the request you want you want to include a specific quick with a particular i understand each company has a specific structure that
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they use um when do you need it by the concern and so on etc um you can take this link after put one 2nd 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 just make look i’ll just show you guys let’s fill it in and you can see um webinar demand test i can include a certain declare example right now everything is in the planning concepts phase and i need the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest concern i wish to send it and let me show you people how it is available in on the board webinar request test so it’s always going to enter into the first group which is necessary to know and then it can be called concepts or requests can be found in and after that i can simply go ahead take it and move it to a particular 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 certain you people 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 simply write yes so i can get feedback while you guys are listening yay yes yes incredible awesome remarkable i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them as well today i’ll simply offer like a quick summary this is the person column as you men know 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 also on the product itself and also as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy numerous columns on one board yes dell you are correct every column that you create can be almost every column you produce 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 priority one we called it priority but it’s basically a ranking column um we have actually a. Project Management Software Forum
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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 guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a particular task i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i enjoy the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you people know what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i might show you guys get rid of due date mode essentially what i want 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 Forum