This article is focused on answering Best Free Project Management Software Producteev …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 usage cases for banner and landing page demands consider it more like creative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that too and finally i’m going to reveal you control panels um so let’s start in a minute i just wish to bring up the um thing that i wished to show you men so i have it open and after that we’re going to begin awesome all right let’s begin and landing page demand i’m presuming
you men i’m simply gon na reveal um speak about the fundamentals actually quickly however i make sure you people 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 review combinations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this between customers or jobs and it really just depends on 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 quick prior to dealing with a creative demand is using the form so a form basically takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll all right let me show you how to develop a kind however generally this type comes in here and then the group lead of the imaginative style group or any other team can assign a particular designer to deal with it so let me show you guys how to create and include a form if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you men examine the view section since it’s simply another method to show um all your products 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 form view and like i said it takes specific columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be given the form they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this details in so you can really just create any column with anything that you people require when a creative demand is available in make it a form share the kind preview the show you guys how a kind appears like um the name of the request you desire you wish to include a certain quick with a particular i understand each business has a particular structure that
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they use 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 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 show you men let’s fill it in and you can see um webinar demand test i can add a specific file for example right now everything remains in the planning concepts stage and i require the imaginative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest priority i wish to send it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to enter into the first group which is important to know and after that it can be called demands or ideas can be found in and then i can just proceed take it and move it to a certain group that i believe 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 group or another board depending on how you outline your workflow just to make certain you people 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 incredible incredible incredible i’m glad you people are listening and understand whatever great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them as well and now i’ll just offer like a brief summary this is the individual column as you men know we have our 7 core columns here and after that 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 also as a view we’ll get to that um soon um dale you simply ask presuming one type can populate numerous columns on one board yes dell you are appropriate every column that you produce can be nearly every column you create can be in a form view and individuals can fill it out and it is available in as a product on the board great so this is our column center what we use here is a priority one we named it concern but it’s generally a rating column um we have actually a. Best Free Project Management Software Producteev
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file column and we have a tags column what i love 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 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 job i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i love the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m not sure if you guys know what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i could show you people get rid of deadline mode essentially what i wish to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Best Free Project Management Software Producteev