This article is focused on answering 2018 Best Project Management Software …I’m a customer success supervisor 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 demands think about it more like imaginative demands from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i wish 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 finally i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to start awesome alright let’s begin and landing page request i’m presuming
you people i’m simply gon na reveal um speak about the basics actually quickly but i make sure you guys understand that this is a board each one of these are called each row and a group is called a product today we’re going to review combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months but you can do this in between clients or projects and it really just depends on your workflow and the method we did it here to you can do it any way you want however a cool way to get a quick prior to working on a creative request is using the type so a form 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 searching for the size of uh the banner that they desire the designer to produce and i’ll fine let me reveal you how to develop a kind however essentially this type comes in here and then the team lead of the innovative design group or any other team can designate a certain 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 unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you men check the view section due to the fact that it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the type view and like i stated it takes certain columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be offered the type they can upload this file if you want to require it you can always do a checkbox and then they can’t send the kind without filling this info in so you can really just develop any column with anything that you guys require when an innovative demand is available in make it a type share the form preview the show you men how a type appears like um the name of the demand you want you want to include a particular short with a certain i know each company has a specific structure that
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they utilize 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 type 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 demand test i can include a particular file for example right now whatever is in the preparation concepts phase and i need the creative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest concern i want to submit it and let me reveal you men how it can be found in on the board webinar demand test so it’s constantly going to enter the very first group which is essential to know and then it can be called demands or concepts being available in and after that i can simply go ahead take it and move it to a certain 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 group or another board depending on how you outline your workflow simply to make certain you guys are all with me um is this clear um right in the chat yes or no if you comprehended 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 incredible remarkable i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them also and now i’ll just give like a quick introduction this is the individual column as you guys understand 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 also as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy a number of columns on one board yes dell you are correct every column that you produce can be almost every column you produce can be in a kind view and individuals can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a top priority one we named it concern but it’s basically a score column um we have actually a. 2018 Best Project Management Software
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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 reveal you guys 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 certain task i’m dealing with i can simply connect them with tags and then i can cross board search it to what it matters for so i find that extremely cool and i love i love the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you people know 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 reveal you people eliminate due date mode essentially what i want to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. 2018 Best Project Management Software