This article is focused on answering Project Management Software G Suite …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page demands think of it more like creative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that too and finally i’m going to show you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to start amazing okay let’s start and landing page request i’m presuming
you men i’m simply gon na reveal um speak about the basics truly quickly but i make certain you men know 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 review integrations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this between tasks or clients and it truly just depends on 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 quick before working on an imaginative demand is utilizing the type so a kind essentially takes all your columns and makes it a link that other people can submit 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 alright let me show you how to create a form but basically this type is available in here and then the group lead of the creative design team or any other team can assign a specific designer to work on it so let me reveal you men how to include a type and develop 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 include view i recommend you guys check the view section due to the fact that it’s just another method 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 particular things on your board so close the type view and like i said it takes certain columns not the person column of course but other columns that you can hide or make um viewable for the person that is going to be provided the type they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t send the type without filling this information in so you can actually just produce any column with anything that you people need when an imaginative request comes in make it a type share the form sneak peek the show you men how a kind appears like um the name of the request you desire you want to include a certain quick with a certain i understand 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 on the kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a particular file for example today whatever is in the planning concepts phase and i need the innovative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest top priority i wish to send it and let me show you guys how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is essential to understand and after that it can be called requests or concepts can be found in and after that i can simply go ahead take it and move it to a specific group that i think 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 group or another board depending on how you describe your workflow simply 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 form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes amazing awesome amazing i’m glad you guys are listening and understand everything terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them too today i’ll just give like a short overview this is the person column as you people 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 simply ask presuming one form can populate numerous 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 type 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 top priority one we called it priority however it’s essentially a score column um we have actually a. Project Management Software G Suite
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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 browse facebook it’s going to do a cross board search let me show you people 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 project i’m dealing with i can just link them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i enjoy the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not sure if you people understand what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i might reveal you men get rid of deadline mode basically what i wish to do i wish to set as deadline i want to take the status column but i could take any status column i have for example the. Project Management Software G Suite