This article is focused on answering Best Open 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 three particular on boards which are use cases for banner and landing page requests think about it more like innovative requests from designers content so on etc 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 integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and lastly i’m going to show you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin incredible okay let’s begin and landing page request i’m assuming
you guys i’m simply gon na show um discuss the basics truly quickly but i’m sure you guys understand that this is a board every one of these are called each row and a group is called an item today we’re going to go over combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this between clients or jobs and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a brief prior to working on an imaginative request is using the type so a form generally takes all your columns and makes it a link that other individuals 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 want the designer to create and i’ll alright let me show you how to create a kind but generally this form can be found in here and after that the team lead of the innovative design team or any other team can designate a certain designer to deal with it so let me show you people how to create and add a type if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys inspect the view area because it’s simply another way to show um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the kind view and like i stated it takes specific columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can publish this file if you want to need it you can always do a checkbox and then they can’t submit the type without filling this info in so you can truly just produce any column with anything that you men require when a creative demand is available in make it a type share the kind sneak peek the program you people how a type appears like um the name of the request you want you wish to include a certain brief with a particular i know each business has a certain 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 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 simply make appearance i’ll just reveal you men let’s fill it in and you can see um webinar request test i can include a particular apply for example today whatever is in the planning concepts phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest top priority i wish to submit it and let me show you people how it can be found in on the board webinar demand test so it’s constantly going to come into the first group which is necessary to understand and then it can be called demands or ideas coming in and after that i can simply go ahead take it and move it to a specific 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 men are listening yay yes yes remarkable incredible awesome i’m glad you guys are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them as well and now i’ll simply offer like a brief overview this is the individual column as you guys understand we have our seven 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 likewise as a view we’ll get to that um soon um dale you just ask presuming one type can populate numerous columns on one board yes dell you are appropriate every column that you create can be nearly every column you produce can be in a type view and individuals can fill it out and it can be found in as an item on the board terrific so this is our column center what we use here is a priority one we called it top priority however it’s basically a rating column um we have actually a. Best Open Project Management Software
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file column and we have a tags column what i enjoy 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 browse facebook it’s going to do a cross board search let me show 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 particular task i’m dealing with i can just link them with tags and after that i can cross board search it to what it’s relevant for so i find that extremely cool and i love i like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not exactly sure if you men understand what this is however 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 reverse this so i might show you people remove due date mode basically what i wish to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Best Open Project Management Software