This article is focused on answering Activity Planning Software Project Management …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 show you three specific on boards which are use cases for banner and landing page demands consider it more like creative demands from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and then i want to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that as well and last but not least i’m going to show you dashboards um so let’s start in a minute i just want to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to begin remarkable alright let’s begin and landing page request i’m presuming
you guys i’m simply gon na show um speak about the essentials really quickly however i make certain you men understand that this is a board each one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this in between clients or jobs and it really simply depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief before dealing with an imaginative demand is using the type so a kind generally takes all your columns and makes it a link that other individuals can fill out which they can publish 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 create and i’ll alright let me reveal you how to produce a form however generally this kind comes in here and then the team lead of the creative style group or any other group can designate a certain designer to deal with it so let me show you people how to include a type and create 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 people inspect the view section due to the fact that it’s just another way to reveal 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 stated it takes specific columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be offered the type they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t submit the type without filling this info in so you can actually simply create any column with anything that you guys require when a creative demand is available in make it a form share the kind preview the program you men how a type looks like um the name of the request you desire you wish to add a particular short with a certain i understand each company has a certain structure that
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they use 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 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 just make look i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a certain declare example right now everything remains in the preparation concepts phase and i require the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest top priority i wish 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 come into the very first group which is necessary to know and after that it can be called concepts or requests can be found in and after that i can simply go ahead take it and move it to a specific 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 board or another group depending on how you detail your workflow just to ensure you guys 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 incredible awesome amazing i’m glad you guys are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them also but now i’ll just offer like a brief introduction 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are appropriate every column that you create can be nearly every column you develop can be in a kind view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we named it priority but it’s essentially a rating column um we have a. Activity Planning Software Project Management
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file column and we have a tags column what i enjoy 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 browse facebook it’s going to do a cross board search let me reveal 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 project i’m working on i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys know what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i could reveal you men get rid of deadline mode basically what i want 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. Activity Planning Software Project Management