This article is focused on answering A Plan Project Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page demands think about it more like creative demands from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to review 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 sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that too and lastly i’m going to show you dashboards um so let’s begin in a minute i simply 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 start awesome okay let’s begin and landing page request i’m presuming
you people i’m just gon na reveal um speak about the essentials actually quickly however i’m sure you people know that this is a board every one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this between jobs or clients and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a short before dealing with a creative request is utilizing the form so a type generally takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll okay let me show you how to create a form however essentially this kind can be found in here and then the team lead of the innovative design team or any other team can assign a specific designer to deal with it so let me show you guys how to include a form and develop if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you men inspect the view section due to the fact that it’s simply another way to show um all your products just 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 certain columns not the person column naturally however other columns that you can conceal or make um viewable for the person that is going to be offered the type they can submit this file if you want to need it you can constantly do a checkbox and then they can’t submit the kind without filling this details in so you can actually simply create any column with anything that you people need when an imaginative demand is available in make it a kind share the type sneak peek the show you guys how a kind looks like um the name of the request you desire you wish to include a particular quick with a certain i understand each business has a certain structure that
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they utilize um when do you need it by the top 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 site copy it send it to whoever let’s simply make look i’ll just show you guys let’s fill it in and you can see um webinar request test i can add a certain apply for example right now whatever is in the planning concepts phase and i need the imaginative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest priority i want to send it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to enter into the first group which is important to understand and then it can be called demands or concepts being available in and then i can simply go ahead take it and move it to a certain group that i think 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 people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes awesome remarkable remarkable i’m glad you men are listening and understand whatever great um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them too today i’ll simply offer like a quick introduction this is the person column as you people understand we have our seven 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one kind can occupy numerous columns on one board yes dell you are proper every column that you develop can be nearly every column you create can be in a kind view and individuals can fill it out and it comes in as an item on the board terrific so this is our column center what we utilize here is a top priority one we called it priority but it’s generally a rating column um we have actually a. A Plan 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 on 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 browse facebook it’s going to do a cross board search let me show you guys 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 specific job 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 incredibly cool and i love i love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you men know what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i might show you men get rid of due date mode essentially what i wish to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. A Plan Project Management Software