This article is focused on answering Best Free Project Management Software …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 3 particular on boards which are use cases for banner and landing page requests consider it more like creative demands from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that too and lastly i’m going to reveal you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to begin awesome alright let’s begin and landing page demand i’m presuming
you men i’m simply gon na show um speak about the fundamentals actually rapidly however i make certain you guys 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 enjoyable things so the method i divided my board here is between months however you can do this between jobs or customers and it actually just depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief prior to dealing with an imaginative demand is using the type so a kind generally takes all your columns and makes it a link that other people can complete which they can upload 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 produce and i’ll all right let me show you how to create a type however essentially this type can be found in here and then the team lead of the creative style team or any other group can assign a certain designer to deal with it so let me show you people how to add a form and produce if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you guys examine the view section due to the fact that it’s just another way to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the form view and like i stated it takes particular columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be provided 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 submit the type without filling this information in so you can truly simply produce any column with anything that you people need when an innovative demand is available in make it a form share the type sneak peek the show you men how a kind looks like um the name of the demand you want you wish to include a certain brief with a specific i understand each business has a particular 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 on 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 look i’ll just reveal you men let’s fill it in and you can see um webinar request test i can include a certain apply for example today whatever remains in the planning concepts phase and i require the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in highest concern i wish to submit it and let me show you men how it is available in on the board webinar request test so it’s constantly going to come into the first group which is necessary to understand and after that it can be called ideas or demands can be found in and after that i can simply go on take it and move it to a specific 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 group or another board depending upon how you outline your workflow simply 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 form and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes incredible remarkable remarkable i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them too now i’ll simply offer like a quick introduction this is the person column as you men 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 product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are proper every column that you produce can be nearly every column you develop can be in a form view and individuals can fill it out and it can be found in as an item on the board great so this is our column center what we utilize here is a priority one we named it top priority however it’s generally a score column um we have actually a. Best Free 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 on 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 search 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 then if i have a specific project i’m working on i can merely link 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 like the tech college let me just leave here [Music] all right um [Music] and yeah and i’m uncertain if you guys understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i could show you men eliminate deadline mode basically what i wish to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Best Free Project Management Software