This article is focused on answering Project Management Software Free Trial …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 think of it more like innovative requests from designers content so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that also and lastly i’m going to show you control panels um so let’s start in a minute i just wish to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to start incredible fine let’s begin and landing page demand i’m assuming
you guys i’m simply gon na reveal um discuss the basics actually rapidly 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 an item today we’re going to go over combinations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this between projects or customers and it really simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief prior to dealing with an imaginative demand is using the form so a form generally takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll okay let me reveal you how to create a form however basically this kind comes in here and after that the team lead of the innovative style team or any other group can designate a specific designer to work on it so let me show you guys how to develop and include a form if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you men examine 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 want a file view another method to see um specific things on your board so close the kind view and like i stated it takes specific columns not the individual column naturally however other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t send the form without filling this info in so you can really just develop any column with anything that you guys need when a creative request is available in make it a type share the kind sneak peek the show you guys how a form appears like um the name of the demand you want you want to include a certain short with a specific i know each company has a particular structure that
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they use um when do you require it by the top priority 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 site copy it send it to whoever let’s just make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a certain apply for example today whatever remains in the planning ideas stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest concern i wish to submit it and let me show you people how it can be found in on the board webinar request test so it’s always going to come into the first group which is essential to know and after that it can be called concepts or demands being available in and then i can simply go on take it and move it to a particular group that i believe it matters 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 board or another group depending on how you describe your workflow simply to make certain you men 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 compose yes so i can get feedback while you guys are listening yay yes yes incredible amazing awesome i’m glad you people are listening and understand whatever great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them too now i’ll just offer like a brief overview this is the individual column as you guys know we have our 7 core columns here and then 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 soon um dale you simply ask assuming one kind can occupy several columns on one board yes dell you are correct every column that you develop can be almost every column you produce can be in a kind view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a top priority one we named it priority however it’s basically a ranking column um we have actually a. Project Management Software Free Trial
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file column and we have a tags column what i like about the tag column is if i click this right now 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 after that if i have a certain job i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you men understand what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could show you men remove due date mode basically what i wish to do i want 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 Free Trial