This article is focused on answering Basecamp Samepage Project Management Software …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 reveal you three particular on boards which are use cases for banner and landing page demands think of it more like imaginative requests from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you people that also and finally i’m going to show you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to begin amazing okay let’s start and landing page request i’m assuming
you men i’m simply gon na show um speak about the fundamentals truly rapidly but i’m sure you men know that this is a board each one of these are called each row and a group is called a product today we’re going to discuss integrations automations views and a lot more fun things so the way i divided my board here is between months however you can do this between customers or projects and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a brief prior to dealing with an imaginative request is utilizing the type so a form basically takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll all right let me show you how to create a form but basically this form comes in here and after that the team lead of the innovative style team or any other team can designate a specific designer to deal with it so let me show you men how to add a form and create if anything is too fast 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 recommend you men check the view area since it’s simply another method to reveal um all your products just 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 but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can submit this file if you want to need it you can always do a checkbox and after that they can’t send the kind without filling this info in so you can truly just develop any column with anything that you men require when an imaginative demand is available in make it a type share the type sneak peek the show you people how a type looks like um the name of the request you desire you wish to add a specific short with a certain i understand each business has a specific structure that
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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one 2nd let me click the form 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 simply reveal you guys let’s fill it in and you can see um webinar request test i can include a particular file for example today everything remains in the planning ideas stage and i require the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest priority i want to send it and let me show you men how it can be found in on the board webinar request test so it’s always going to come into the first group which is essential to understand and then it can be called concepts or requests can be found in and after that i can just go ahead take it and move it to a particular group that i think it matters 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 describe 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 type and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes awesome awesome amazing i’m glad you people are listening and understand everything great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them too now i’ll just provide like a quick overview this is the individual column as you men understand 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 product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be practically every column you create can be in a type 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 called it top priority but it’s basically a ranking column um we have a. Basecamp Samepage Project Management Software
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file column and we have a tags column what i like 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 search facebook it’s going to do a cross board search let me reveal you guys 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 particular project i’m dealing with i can just connect them with tags and then i can cross board search it to what it matters for so i find that incredibly 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 unsure if you men know what this is however 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 could show you guys remove deadline mode basically what i want to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Basecamp Samepage Project Management Software