This article is focused on answering Best Open Source Project Management Software 2017 …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page demands think about it more like imaginative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that too and last but not least 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 people so i have it open and then we’re going to start incredible fine let’s begin and landing page request i’m presuming
you men i’m just gon na reveal um talk about the fundamentals actually quickly however i’m sure you men 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 review combinations automations views and a lot more fun things so the method i divided my board here is between months but you can do this between clients or projects and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a short before working on a creative demand is utilizing the type so a kind generally 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 trying to find the size of uh the banner that they want the designer to produce and i’ll fine let me show you how to develop a kind however essentially this kind can be found in here and after that the team lead of the imaginative design group or any other group can designate a certain designer to deal with it so let me reveal you men how to include a type and develop 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 add view i recommend you people examine the view section since it’s simply another way to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type view and like i said it takes specific columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be offered the kind they can submit 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 truly simply develop any column with anything that you men require when an innovative request comes in make it a kind share the type sneak peek the show you guys how a type looks like um the name of the request you want you want to include a specific brief with a particular i know 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 the kind 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 just show you people let’s fill it in and you can see um webinar demand test i can add a particular apply for example right now whatever is in the planning ideas phase and i require the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest concern i want to send it and let me show you men how it is available in on the board webinar request test so it’s constantly going to enter into the very first group which is necessary to understand and then it can be called requests or concepts can be found in and then i can just go on take it and move it to a certain group that i think it matters for in this case it requires 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 detail 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 form and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes amazing awesome amazing i’m glad you people are listening and comprehend whatever excellent um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them as well and now i’ll simply give like a quick introduction this is the person column as you men 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one kind can occupy a number of columns on one board yes dell you are correct every column that you create can be nearly every column you develop can be in a type 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 top priority one we named it priority however it’s essentially a ranking column um we have a. Best Open Source Project Management Software 2017
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file column and we have a tags column what i love about the tag column is if i click on 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 show you people 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 connect them with tags and then i can cross board search it to what it matters for so i find that extremely cool and i love i love the tech college let me just leave here [Music] alright um [Music] and yeah and i’m uncertain if you people understand what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i could show you guys remove due date mode generally what i wish to do i want to set as due date i want to take the status column however i could take any status column i have for example the. Best Open Source Project Management Software 2017