This article is focused on answering Advancing Project Management Through Software Collaboration Tools …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you people that as well and finally i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin amazing all right let’s start and landing page demand i’m presuming
you guys i’m just gon na show um talk about the basics actually rapidly but i make certain you guys understand that this is a board each 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 enjoyable things so the method i divided my board here is in between months but you can do this in between customers or tasks and it truly just depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief before dealing with an innovative demand is using the type so a form essentially takes all your columns and makes it a link that other people 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 desire the designer to create and i’ll okay let me reveal you how to create a type but basically this type can be found in here and then the team lead of the creative style team or any other team can assign a specific 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 add view i recommend you men check the view area due to the fact that it’s simply another way to reveal um all your products simply 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 kind view and like i said it takes certain columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be given the form they can upload this file if you want to need it you can always do a checkbox and then they can’t send the kind without filling this information in so you can really just create any column with anything that you people require when an innovative request is available in make it a form share the kind preview the show you men how a kind appears like um the name of the demand you desire you wish to add a particular quick with a specific i know each business has a specific structure that
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they utilize um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click the kind 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 just reveal you guys let’s fill it in and you can see um webinar demand test i can include a specific file for example right now everything remains in the preparation ideas phase and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest concern i wish to submit it and let me show you guys how it can be found in on the board webinar request test so it’s constantly going to enter into the very first group which is important to understand and after that it can be called requests or ideas being available in and after that i can just proceed take it and move it to a certain group that i think it’s relevant for in this case it needs 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 simply to make sure you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes remarkable remarkable awesome i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them also but now i’ll simply provide like a quick summary this is the individual column as you guys 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one form can populate numerous 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 form view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a priority one we named it priority but it’s basically a ranking column um we have a. Advancing Project Management Through Software Collaboration Tools
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Advancing Project Management Through Software Collaboration Tools