This article is focused on answering 2-plan Project Management Software Product …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 reveal you three particular on boards which are usage cases for banner and landing page demands think about it more like imaginative requests from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a slip a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you men that too and last but not least i’m going to show you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to begin amazing all right let’s begin and landing page demand i’m presuming
you people i’m just gon na reveal um speak about the basics really quickly however i make certain you people understand that this is a board each one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this in between projects or customers and it actually just depends upon 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 brief 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 people 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 develop and i’ll okay let me show you how to produce a type but essentially this form is available in here and after that the team lead of the innovative design group or any other team can appoint a certain designer to work on it so let me show you people how to develop and include a type if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you guys inspect the view area because it’s simply another way to show 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 form 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 person that is going to be given the type they can submit this file if you wish to need it you can always do a checkbox and after that they can’t send the form without filling this info in so you can truly just develop any column with anything that you guys need when an imaginative request comes in make it a form share the kind preview the show you men how a type appears like um the name of the request you desire you want to include a specific brief with a certain i understand each company has a specific structure that
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they utilize um when do you need it by the priority and so on and so forth 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 website copy it send it to whoever let’s just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a certain file for example right now everything remains in the planning ideas stage and i need the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest concern i want to submit it and let me reveal you people how it is available in on the board webinar request test so it’s constantly going to enter the first group which is important to know and after that it can be called requests or ideas can be found in and then i can just proceed take it and move it to a particular group that i think it matters 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 guys 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 guys are listening yay yes yes amazing remarkable amazing i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them also but now i’ll simply provide like a quick introduction this is the individual column as you men 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 soon um dale you just ask presuming one type can occupy several columns on one board yes dell you are appropriate every column that you create can be almost every column you develop can be in a kind 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 use here is a top priority one we named it concern however it’s generally a score column um we have actually a. 2-plan Project Management Software Product
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file column and we have a tags column what i love 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 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 specific task i’m dealing with i can simply link them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m unsure if you men understand what this is but 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 might show you men eliminate deadline mode essentially what i want to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. 2-plan Project Management Software Product