This article is focused on answering 14 Best Free Project Management Software Programs …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page demands think of it more like imaginative requests from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email 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 integrate with facebook for facebook ads 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 begin in a minute i just want to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin remarkable okay let’s start and landing page request i’m presuming
you people i’m just gon na show um talk about the fundamentals actually quickly however i make certain you men 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 go over 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 tasks or clients and it actually simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a quick prior to dealing with an innovative request is utilizing the form so a type basically takes all your columns and makes it a link that other individuals can complete which they can publish 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 okay let me reveal you how to develop a type but essentially this form comes in here and then the group lead of the imaginative style team or any other team can assign a specific designer to deal with it so let me show you people how to develop and include a form if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people inspect the view area because it’s just another way to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the kind view and like i said it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be provided the type they can submit this file if you wish to require it you can constantly do a checkbox and then they can’t send the type without filling this details in so you can really simply create any column with anything that you guys require when an imaginative request is available in make it a kind share the form preview the show you men how a form appears like um the name of the demand you want you wish to include a certain short with a particular i understand each company has a specific structure that
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they use um when do you need 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 website copy it send it to whoever let’s simply make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can add a particular apply for example today whatever is in the preparation ideas stage and i need the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest concern i wish to send it and let me show you people how it comes in on the board webinar request test so it’s always going to come into the very first group which is necessary to understand and then it can be called requests or ideas can be found in and then i can simply proceed take it and move it to a specific group that i believe 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 group or another board depending upon how you describe your workflow just to ensure you guys 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 guys are listening yay yes yes amazing awesome awesome i’m glad you guys are listening and understand everything great 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 too now i’ll simply give like a short summary this is the individual column as you guys understand 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one kind can populate several columns on one board yes dell you are appropriate every column that you develop can be nearly every column you produce can be in a form view and people can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a concern one we named it priority but it’s essentially a ranking column um we have a. 14 Best Free Project Management Software Programs
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file column and we have a tags column what i love about the tag column is if i click 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 browse 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 specifically i can see that it’s another board and after that if i have a specific task i’m dealing with 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 very cool and i love i like the tech college let me just leave here [Music] alright um [Music] and yeah and i’m unsure if you guys understand what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could show you men remove deadline mode essentially what i want to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. 14 Best Free Project Management Software Programs