This article is focused on answering Best Open Source Web Based Project Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests think about it more like creative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to start awesome fine let’s start and landing page demand i’m presuming
you people i’m simply gon na show um speak about the essentials really rapidly however i make certain you men know that this is a board every 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 fun things so the way i divided my board here is in between months however you can do this in between customers or tasks and it actually just depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief prior to dealing with an imaginative demand is utilizing the kind 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 trying to find the size of uh the banner that they want the designer to produce and i’ll okay let me show you how to create a kind however essentially this type comes in here and after that the group lead of the imaginative style team or any other group can appoint a certain designer to work on it so let me show you guys how to include a form and create if anything is too quick 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 suggest you people examine the view section since it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the form view and like i said it takes particular columns not the individual 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 submit this file if you wish to require it you can always do a checkbox and then they can’t send the form without filling this details in so you can truly just create any column with anything that you guys require when an imaginative request comes in make it a form share the kind sneak peek the program you guys how a form looks like um the name of the demand you want you wish to add a certain quick with a certain i understand each business has a particular structure that
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they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click 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 specific declare example today everything is in the planning ideas phase and i require the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i wish to submit it and let me reveal you men how it is available in on the board webinar request test so it’s always going to enter into the first group which is important 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 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 detail your workflow just to make sure you men 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 just compose yes so i can get feedback while you men are listening yay yes yes awesome awesome remarkable i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them also but now i’ll simply give like a brief overview this is the individual column as you men 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate a number of columns on one board yes dell you are appropriate every column that you create can be almost every column you create can be in a type view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we use here is a concern one we called it priority however it’s basically a rating column um we have actually a. Best Open Source Web Based 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 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 job 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 incredibly cool and i love i love the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not sure if you guys know what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i could reveal you men remove due date mode generally what i want to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Best Open Source Web Based Project Management Software