This article is focused on answering Activity 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 reveal you three specific on boards which are use cases for banner and landing page demands think of it more like creative requests from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak 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 as well and finally i’m going to show you control panels um so let’s begin in a minute i simply wish 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 remarkable fine let’s start and landing page request i’m assuming
you people i’m just gon na show um speak about the essentials actually rapidly but i’m sure you guys understand that this is a board each one of these are called each row and a group is called an item today we’re going to go over combinations 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 clients or projects and it really just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick prior to working on an imaginative request is utilizing the type so a type 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 produce and i’ll alright let me show you how to develop a form but basically this type is available in here and after that the team lead of the imaginative design team or any other group can assign a particular designer to deal with it so let me show you people how to add a form and produce if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys inspect the view section due to the fact that it’s simply 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 way to see um specific things on your board so close the type view and like i stated it takes certain columns not the person column obviously but 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 truly just produce any column with anything that you men require when a creative request comes in make it a form share the kind sneak peek the program you people how a kind looks like um the name of the demand you want you want to add a particular short with a specific i understand each company has a particular structure that
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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click on the form 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 simply reveal you men let’s fill it in and you can see um webinar request test i can include a specific declare example today everything remains in the preparation ideas phase and i require the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i wish 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 the first group which is necessary to understand and after that it can be called requests or concepts being available in and after that i can just go ahead take it and move it to a certain group that i think 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 on how you detail your workflow just to make certain 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 simply write yes so i can get feedback while you people are listening yay yes yes amazing amazing incredible i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them also and now i’ll simply provide like a quick summary this is the person column as you people 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 likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are proper every column that you develop 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 an item on the board fantastic so this is our column center what we use here is a top priority one we named it priority however it’s generally a ranking column um we have actually a. Activity Software Project Management
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file column and we have a tags column what i love about the tag column is if i click 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 browse facebook it’s going to do a cross board search let me reveal 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 specific project i’m working on i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that super cool and i love i enjoy the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not sure if you men 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 undo this so i could reveal you people eliminate deadline mode generally what i wish to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Activity Software Project Management