This article is focused on answering Project Management Software Project Management …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page requests consider it more like creative requests from designers content so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that too and last but not least i’m going to reveal 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 guys so i have it open and then we’re going to begin remarkable alright let’s start and landing page request i’m presuming
you guys i’m just gon na show um discuss the fundamentals truly rapidly however i make certain you guys understand that this is a board every one of these are called a group and each row is called a product today we’re going to review combinations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this between clients or tasks and it really simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a quick prior to working on an innovative request is utilizing the kind so a kind generally 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 desire the designer to develop and i’ll all right let me reveal you how to produce a form however essentially this kind comes in here and then the team lead of the creative style team or any other team can assign a particular designer to work on it so let me show you men how to develop and add a form if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people check 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 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 obviously but other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t send the kind without filling this info in so you can really just create any column with anything that you guys need when an imaginative request is available in make it a kind share the type preview the show you people how a form looks like um the name of the request you desire you want to add a certain quick with a specific i know each business 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 the kind 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 look i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a particular apply for example today whatever remains in the planning concepts stage and i need the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in highest top priority i want to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is important to know and after that it can be called requests or ideas being available in and then i can just proceed take it and move it to a particular group that i believe it matters 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 upon how you detail your workflow simply to make sure you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes incredible amazing remarkable i’m glad you people are listening and understand whatever great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them too and now i’ll just offer like a short introduction this is the person column as you guys 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 likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy numerous columns on one board yes dell you are correct every column that you produce can be practically every column you create can be in a form view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a priority one we called it top priority but it’s generally a rating column um we have a. Project Management Software Project Management
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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 people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a particular job i’m working on i can merely link them with tags and then i can cross board search it to what it matters 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 unsure if you men understand what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might reveal you people eliminate due date mode generally what i want to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Project Management Software Project Management