This article is focused on answering Accountant 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 reveal you 3 specific on boards which are use cases for banner and landing page requests think about it more like imaginative demands from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to show you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that also and finally i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wished to reveal you men so i have it open and after that we’re going to start incredible alright let’s begin and landing page request i’m assuming
you people i’m just gon na show um talk about the fundamentals truly rapidly however i make sure you guys understand 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 go over integrations automations views and a lot more fun things so the method i divided my board here is between months however you can do this between projects or clients and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a quick before dealing with a creative demand is utilizing the type so a type generally takes all your columns and makes it a link that other individuals can complete which they can submit 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 alright let me show you how to develop a type however basically this type is available in here and after that the group lead of the imaginative style team or any other team can appoint a particular designer to work on it so let me show you guys how to create and add a kind if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people examine 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 desire a file view another way 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 but other columns that you can hide or make um viewable for the individual that is going to be offered the kind 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 type without filling this information in so you can really just create any column with anything that you people need when a creative demand is available in make it a kind share the kind sneak peek the program you guys how a type looks like um the name of the demand you desire you want to include a specific short with a certain i know each company has a certain 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 site copy it send it to whoever let’s just make look i’ll just show you men let’s fill it in and you can see um webinar request test i can include a specific apply for 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 need it by may 23rd and it’s in greatest priority i want to submit it and let me show you people 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 necessary to understand and then it can be called concepts or requests coming in and then i can simply go ahead take it and move it to a certain group that i believe it’s relevant for in this case it requires 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 describe your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes amazing awesome incredible i’m glad you people are listening and comprehend whatever great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them too now i’ll simply provide like a quick summary this is the person column as you people understand we have our seven core columns here and then we have more interesting 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 assuming one type can occupy numerous columns on one board yes dell you are right every column that you create can be practically every column you create can be in a type view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a priority one we named it priority however it’s essentially a ranking column um we have a. Accountant 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 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 after that i can cross board search it to what it matters for so i discover that extremely cool and i love i like the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not exactly 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 reverse this so i could show you men eliminate due date mode basically what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Accountant Project Management Software