This article is focused on answering 2 Plan Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page demands think about it more like innovative demands from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity 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 also and finally i’m going to reveal you control panels um so let’s start in a minute i simply want to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to begin incredible alright let’s start and landing page demand i’m assuming
you men i’m just gon na reveal um talk about the basics really rapidly but i make certain you people know 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 but you can do this in between projects or customers and it truly just 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 brief prior to working on a creative request is utilizing the type so a type basically takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll alright let me reveal you how to create a type but generally this kind comes in here and after that the group lead of the creative style group or any other group can assign a specific designer to deal with it so let me reveal you men how to add a type and create if anything is too quick or something is unclear 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 section since it’s just another method to show 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 specific things on your board so close the type view and like i said it takes particular columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can upload this file if you wish to require it you can always do a checkbox and after that they can’t send the form without filling this info in so you can really just produce any column with anything that you guys require when an innovative demand is available in make it a type share the kind sneak peek the program you men how a form appears like um the name of the request you desire you want to add a particular brief with a particular i know each company has a certain structure that
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they use um when do you require it by the priority and so on etc um you can take this link after put one second let me click the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll just show you men let’s fill it in and you can see um webinar demand test i can add a particular declare example today everything remains in the planning ideas phase 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’s in highest concern i wish to submit it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to come into the very first group which is very important to understand and then it can be called demands or ideas can be found in and then i can just go on take it and move it to a particular group that i think 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 board or another group depending upon how you outline 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 comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes incredible remarkable amazing i’m glad you men 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 offer like a brief overview this is the individual column as you people know we have our seven 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 also on the item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy several columns on one board yes dell you are proper every column that you create can be practically every column you produce can be in a form view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a concern one we named it top priority but it’s generally a score column um we have a. 2 Plan Project Management Software
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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 search 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 particularly i can see that it’s another board and then if i have a certain project i’m dealing with i can just connect 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 enjoy the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not sure 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 guys eliminate due date mode essentially what i wish to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. 2 Plan Project Management Software