This article is focused on answering Project Management Software Online Collaboration …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page demands consider it more like innovative requests from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you men that as well and finally i’m going to show you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to begin remarkable fine let’s start and landing page request i’m assuming
you guys i’m just gon na reveal um discuss the basics truly rapidly however i’m sure you guys understand 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 combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months but you can do this between jobs or clients and it actually just depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a short prior to dealing with an innovative request is utilizing the form so a type essentially 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 trying to find the size of uh the banner that they want the designer to produce and i’ll alright let me show you how to develop a type however basically this type comes in here and after that the team lead of the innovative design team or any other team can appoint a specific designer to deal with it so let me reveal you guys how to add a kind and create if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you guys inspect the view area since it’s just 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 form view and like i said it takes specific 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 upload this file if you wish to require it you can always do a checkbox and then they can’t submit the form without filling this details in so you can truly simply create any column with anything that you men need when an imaginative demand comes in make it a type share the form sneak peek the show you people how a type appears like um the name of the demand you want you wish to include a specific quick with a specific i know each business has a specific structure that
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they use um when do you need it by the priority and so on etc um you can take this link after put one second 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 look i’ll just reveal you men let’s fill it in and you can see um webinar request test i can include a certain apply for example right now whatever remains in the preparation ideas stage and i require the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest priority i wish to submit it and let me show you guys how it can be found in on the board webinar request test so it’s constantly going to enter the very first group which is necessary to know and then it can be called concepts or requests coming in and then i can just proceed take it and move it to a certain group that i believe 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 upon how you describe your workflow just 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 write yes so i can get feedback while you men are listening yay yes yes incredible incredible amazing i’m glad you people are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them also and now i’ll just offer like a brief overview this is the person column as you people know we have our seven core columns here and after that we have more interesting 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 quickly um dale you simply ask presuming one type can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be almost every column you produce can be in a type view and individuals can fill it out and it is available in as a product on the board excellent so this is our column center what we use here is a priority one we named it top priority but it’s generally a ranking column um we have a. Project Management Software Online Collaboration
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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 reveal you men 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 particular task i’m working on i can simply connect them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i like the tech college let me just leave here [Music] fine um [Music] and yeah and i’m unsure if you men 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 reverse this so i could reveal you men remove due date mode generally what i want to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Project Management Software Online Collaboration