This article is focused on answering Project Management Software Outlook Add In …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 use cases for banner and landing page requests consider 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 review marketing campaign tracking and i wish to show you an in email marketing um integrity 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 be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that as well and last but not least i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to start remarkable okay let’s begin and landing page demand i’m presuming
you men i’m simply gon na show um discuss the essentials really rapidly but i make sure you guys know 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 go over combinations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this in between tasks or clients and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a quick before working on a creative demand is using the type so a kind 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 looking for the size of uh the banner that they desire the designer to develop and i’ll all right let me show you how to create a type but generally this type can be found in here and after that the team lead of the innovative design group or any other team can appoint a specific designer to work on it so let me show you people how to include a form and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men inspect the view section due to the fact that 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 method to see um certain things on your board so close the form view and like i stated it takes certain columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can actually just create any column with anything that you people need when an innovative demand is available in make it a form share the form sneak peek the program you men how a type appears like um the name of the demand you desire you wish to include a particular short with a certain i know each company has a specific structure that
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they use 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 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 simply show you men let’s fill it in and you can see um webinar request test i can include a certain file for example today whatever is in the planning ideas phase and i require the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest concern i want to submit it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is very important to understand and after that it can be called requests or concepts being available in and after that i can simply proceed take it and move it to a specific group that i believe it’s relevant for in this case it needs to be done by may 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 just to make certain 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 just compose yes so i can get feedback while you people are listening yay yes yes incredible incredible remarkable i’m glad you people are listening and understand whatever fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them as well today i’ll simply provide like a brief overview this is the individual column as you guys know we have our 7 core columns here and then 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 also as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy a number of columns on one board yes dell you are proper every column that you develop can be nearly every column you produce can be in a kind view and people can fill it out and it is available in as a product on the board great so this is our column center what we use here is a priority one we named it priority but it’s essentially a score column um we have a. Project Management Software Outlook Add In
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file column and we have a tags column what i enjoy 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 show you people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain task i’m dealing with i can just connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that super cool and i love i love the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m unsure if you people know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might show you men remove deadline mode generally what i want to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Project Management Software Outlook Add In