This article is focused on answering 2-plan Project Management Software Free Download …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 show you three specific on boards which are use cases for banner and landing page requests think about it more like imaginative requests from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and finally i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring 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 men i’m simply gon na show um speak about the fundamentals actually rapidly however i’m sure you men understand that this is a board every one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this in between jobs or clients and it truly just depends upon 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 short before dealing with an imaginative request is utilizing the kind so a kind generally takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll fine let me reveal you how to produce a type but basically this form is available in here and after that the group lead of the innovative style team or any other team can appoint a particular designer to deal with it so let me reveal you people how to produce and add a form if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you people examine the view section because it’s just another way 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 certain things on your board so close the form view and like i said it takes particular columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be provided the form 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 form without filling this information in so you can actually simply produce any column with anything that you guys need when an innovative request can be found in make it a form share the type sneak peek the show you guys how a type appears like um the name of the demand you want you want to include a particular quick with a certain i know each company has a specific structure that
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they use um when do you require it by the concern and so on etc um you can take this link after put one second let me click on 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 appearance i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can add a specific file for example right now everything is in the planning concepts phase and i need the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest top priority i wish to submit it and let me show you guys how it can be found in on the board webinar demand test so it’s always going to come into the very first group which is essential to know and then it can be called concepts or requests can be found in and then i can just go on take it and move it to a specific 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 board or another group depending upon how you outline your workflow just to make sure you guys 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 compose yes so i can get feedback while you people are listening yay yes yes awesome remarkable incredible i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them also now i’ll just provide like a brief introduction this is the individual column as you people understand we have our 7 core columns here and after that 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 soon um dale you just ask assuming one form can populate a number of columns on one board yes dell you are appropriate every column that you produce can be almost every column you create can be in a kind view and people can fill it out and it comes in as a product on the board terrific 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 actually a. 2-plan Project Management Software Free Download
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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 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 particular project i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i love the tech college let me just leave here [Music] alright um [Music] and yeah and i’m uncertain if you guys know 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 men eliminate due date mode essentially what i wish to do i wish to set as due date i wish to take the status column but i might take any status column i have for example the. 2-plan Project Management Software Free Download