This article is focused on answering Applied Software Project Management Ebook …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three specific on boards which are usage cases for banner and landing page demands consider it more like creative requests from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that too and lastly 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 wished to reveal you guys so i have it open and then we’re going to start remarkable fine let’s begin and landing page request i’m assuming
you people i’m just gon na show um speak about the essentials really quickly however i make sure you guys know that this is a board every one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this between jobs or customers 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 method to get a brief before dealing with a creative demand is utilizing the kind so a type essentially takes all your columns and makes it a link that other people can submit which they can publish files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll alright let me show you how to create a type however essentially this type is available in here and after that the group lead of the imaginative design team or any other team can appoint a certain designer to work on it so let me show you men how to add a type and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you men check the view area since it’s simply another method to show um all your items just see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the type view and like i stated it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be given the type they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can really simply develop any column with anything that you men need when an imaginative request can be found in make it a kind share the form sneak peek the program you people how a type appears like um the name of the demand you want you wish to include a certain quick with a certain i understand each business has a certain structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click on 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 request test i can include a specific declare example today everything remains in the planning ideas phase and i require the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in highest top priority i wish to submit it and let me reveal you men how it is available in on the board webinar request test so it’s always going to enter the very first group which is necessary to know and after that it can be called demands or ideas being available in and then i can just proceed take it and move it to a certain group that i believe it’s relevant 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 upon how you describe your workflow just to make sure 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 just write yes so i can get feedback while you guys are listening yay yes yes incredible amazing awesome i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them also now i’ll simply offer like a quick overview this is the person column as you guys know we have our 7 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 assuming one type can populate a number of columns on one board yes dell you are correct every column that you produce can be nearly every column you create can be in a kind view and people can fill it out and it is available in as an item on the board excellent so this is our column center what we use here is a concern one we called it priority however it’s generally a rating column um we have a. Applied Software Project Management Ebook
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file column and we have a tags column what i like 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 specifically i can see that it’s another board and after that if i have a specific job i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i enjoy the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys know what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i might reveal you people eliminate deadline mode generally what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Applied Software Project Management Ebook