This article is focused on answering Project Management Software Industry …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page demands think of it more like innovative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you men that as well and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to begin amazing alright let’s start and landing page demand i’m assuming
you people i’m just gon na show um speak about the fundamentals actually quickly however i make sure you men understand that this is a board every one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this between tasks or clients and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a brief prior to working on an innovative demand is using the type so a type basically takes all your columns and makes it a link that other individuals can submit 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 fine let me reveal you how to produce a type however generally this form comes in here and after that the team lead of the innovative design group or any other group can designate a certain designer to work on it so let me show you people how to add a type and develop if anything is too quick 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 advise you men inspect the view section since it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the type view and like i said it takes certain columns not the person column of course however other columns that you can conceal or make um viewable for the person that is going to be given the type they can publish this file if you want to need it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can actually just develop any column with anything that you guys need when a creative demand is available in make it a form share the kind sneak peek the show you guys how a kind appears like um the name of the demand you want you wish to add a specific quick with a particular i understand each company has a specific structure that
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they utilize um when do you need 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 type 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 look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can include a certain declare example right now everything remains in the planning ideas phase and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest concern i want to submit it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to enter the first group which is important to know and then it can be called requests or concepts coming in and then i can simply go ahead take it and move it to a specific group that i think 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 board or another group depending upon how you describe your workflow simply to ensure 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 just write yes so i can get feedback while you men are listening yay yes yes incredible incredible incredible i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them also but now i’ll just give like a brief overview this is the person column as you men understand we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can occupy a number of columns on one board yes dell you are correct every column that you create can be nearly every column you produce can be in a form view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a top priority one we called it priority but it’s basically a score column um we have a. Project Management Software Industry
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Project Management Software Industry