This article is focused on answering Project Management Software Lifehacker …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 requests think of it more like imaginative demands from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you people that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start remarkable all right let’s start and landing page demand i’m assuming
you guys i’m simply gon na show um discuss the essentials really rapidly however i make certain you people understand 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 discuss integrations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this between projects or customers and it truly simply 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 quick prior to working on an innovative request is utilizing the kind so a type basically takes all your columns and makes it a link that other individuals can submit 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 create and i’ll all right let me show you how to create a type however essentially this kind is available in here and after that the group lead of the creative style team or any other team can designate a specific designer to work on it so let me reveal you men how to produce and include a form 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 examine the view section since it’s just 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 way to see um certain things on your board so close the form view and like i stated it takes particular columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be provided the form they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can really simply create any column with anything that you guys require when a creative request is available in make it a form share the form preview the program you men how a form appears like um the name of the demand you desire you want to add a certain quick with a specific i understand each business has a certain structure that
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they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one second let me click on 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 simply make appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a specific declare example today everything remains in the preparation concepts phase and i need the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest priority i want to submit it and let me reveal you guys how it comes in on the board webinar request test so it’s constantly going to enter into the first group which is very important to know and after that it can be called concepts or demands coming in and after that i can simply go on take it and move it to a specific group that i think it matters for in this case it needs 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 ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended 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 people are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them too now i’ll just provide like a short summary this is the individual column as you men 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 also on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one type can populate numerous 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 is available in as a product 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 generally a ranking column um we have actually a. Project Management Software Lifehacker
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