This article is focused on answering Project Management Software Open Source Web Based …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 specific on boards which are use cases for banner and landing page demands consider it more like creative demands from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you people that too and finally i’m going to show you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wished to show you men so i have it open and after that we’re going to start amazing okay let’s begin and landing page request i’m presuming
you men i’m simply gon na reveal um talk about the essentials truly rapidly but i’m sure you men understand that this is a board each one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this between customers or projects and it truly just depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a quick prior to dealing with a creative request is utilizing the type so a type essentially takes all your columns and makes it a link that other people can complete which they can upload 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 reveal you how to create a type however generally this form is available in here and after that the group lead of the creative design team or any other group can appoint a particular designer to deal with it so let me reveal you men how to develop and add a type if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people check the view section because it’s just another way to reveal um all your items simply 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 form view and like i said it takes certain columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the form they can upload this file if you wish to need it you can always do a checkbox and after that they can’t submit the type without filling this details in so you can truly simply develop any column with anything that you people require when an imaginative request comes in make it a form share the form preview the show you people how a type looks like um the name of the request you want you wish to add a particular brief with a particular i know each business has a specific structure that
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they use um when do you require it by the 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 look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a certain apply for example right now everything is in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest priority i wish to send it and let me show you people how it is available in on the board webinar demand test so it’s always going to enter the first group which is essential to know and then it can be called demands or concepts coming in and then i can simply proceed take it and move it to a certain group that i think it’s relevant for in this case it requires to be done by may 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 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 kind and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes amazing awesome incredible i’m glad you people are listening and comprehend whatever excellent 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 as well and now i’ll just give like a short summary this is the person column as you people know we have our 7 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 likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask presuming one form can occupy several columns on one board yes dell you are proper every column that you develop can be practically every column you create can be in a form 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 priority one we named it priority however it’s basically a ranking column um we have actually a. Project Management Software Open Source Web Based
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file column and we have a tags column what i enjoy about the tag column is if i click on 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 search facebook it’s going to do a cross board search let me reveal you guys 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 job i’m dealing with i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m uncertain if you men understand 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 undo this so i might reveal you guys get rid of deadline mode essentially what i want to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Project Management Software Open Source Web Based