This article is focused on answering Project Management Software Resource Allocation …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 show you three specific on boards which are usage cases for banner and landing page requests think of it more like imaginative requests from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you men that also and finally i’m going to show you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin awesome alright let’s begin and landing page demand i’m presuming
you guys i’m simply gon na reveal um discuss the essentials truly rapidly but i make sure you men know that this is a board each one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this in between clients or jobs and it really simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief before dealing with an imaginative request is utilizing the kind so a kind basically takes all your columns and makes it a link that other individuals can submit 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 all right let me reveal you how to create a kind but basically this kind can be found in here and after that the team lead of the innovative style group or any other team can appoint a particular designer to deal with it so let me show you people how to produce and include a kind if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you people check the view area because it’s just another method to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the type view and like i said it takes certain columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can upload this file if you want to need it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can truly simply create any column with anything that you guys need when an imaginative request comes in make it a kind share the form sneak peek the program you guys how a type looks like um the name of the request you want you want to include a particular brief with a certain i know each business has a certain structure that
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they use um when do you require it by the concern 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 website copy it send it to whoever let’s simply make appearance i’ll simply show you people let’s fill it in and you can see um webinar request test i can include a particular apply for example today everything is in the planning ideas phase and i require the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in highest 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 the very first group which is essential to know and then it can be called concepts or requests being available in and then i can just proceed take it and move it to a particular group that i believe it’s relevant 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 detail your workflow just to make sure you men 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 just compose yes so i can get feedback while you people are listening yay yes yes remarkable amazing remarkable i’m glad you men are listening and understand whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them too but now i’ll simply provide like a brief overview this is the person column as you guys know we have our 7 core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one kind can occupy several columns on one board yes dell you are proper every column that you develop can be nearly every column you develop can be in a type view and people can fill it out and it can be found in as a product on the board terrific so this is our column center what we use here is a concern one we named it concern but it’s essentially a rating column um we have actually a. Project Management Software Resource Allocation
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file column and we have a tags column what i love 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 search facebook it’s going to do a cross board search let me show you men 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 project i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i enjoy the tech college let me just leave here [Music] fine um [Music] and yeah and i’m not exactly sure 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 due date mode is let me reverse this so i could show you people eliminate due date mode generally what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Project Management Software Resource Allocation