This article is focused on answering Best Open Source Project Management Software 2019 …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific 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 preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want 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 sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you men that also and lastly i’m going to show you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to start awesome all right let’s start and landing page request i’m assuming
you guys i’m simply gon na reveal um speak about the essentials actually rapidly but i make sure you men know that this is a board each one of these are called a group and each row is called a product today we’re going to review combinations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this in between tasks or customers and it actually simply depends on your workflow and the way we did it here to you can do it any way you want but a cool method to get a brief before working on an innovative request is using the type so a type generally takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to produce a form however generally this type is available in here and after that the group lead of the creative style team or any other team can appoint a certain designer to deal with it so let me reveal you men how to add a form and create if anything is too quick or something is unclear 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 area because it’s simply another method to reveal um all your items simply 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 kind view and like i said it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be provided the form they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t send the type without filling this information in so you can truly just produce any column with anything that you people need when an innovative request comes in make it a type share the form sneak peek the program you people how a type appears like um the name of the request you desire you want to add a particular short with a particular i understand each business has a specific structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one second let me click on the type 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 people let’s fill it in and you can see um webinar demand test i can include a particular file for example right now everything remains in the planning concepts stage and i need the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest concern i want to submit it and let me show you people how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is important to understand and then it can be called concepts or demands coming in and after that i can just go ahead take it and move it to a specific group that i believe 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 board or another group depending upon how you outline your workflow just to ensure you guys 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 compose yes so i can get feedback while you men are listening yay yes yes remarkable amazing amazing i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them as well now i’ll just give like a brief introduction this is the person column as you people understand we have our seven core columns here and then we have more fascinating 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 quickly um dale you just ask presuming one kind can occupy numerous columns on one board yes dell you are correct every column that you produce can be almost every column you produce can be in a type view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a priority one we named it top priority however it’s essentially a score column um we have a. Best Open Source Project Management Software 2019
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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 browse facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular project i’m working on i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i find that very cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not sure if you people know what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i could show you people remove due date mode basically what i want to do i want to set as deadline 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 2019