This article is focused on answering Best Project Management Software For Event Planning …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 3 particular on boards which are usage cases for banner and landing page requests think about it more like imaginative requests from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you guys that too and lastly i’m going to show you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wanted to show you people so i have it open and then we’re going to start awesome all right let’s start and landing page request i’m assuming
you men i’m just gon na show um talk about the fundamentals actually rapidly but i make sure you men understand that this is a board every one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between clients or projects and it truly just 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 quick prior to working on an innovative demand is utilizing the form so a type generally takes all your columns and makes it a link that other people can submit which they can upload 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 fine let me show you how to develop a kind but essentially this type can be found in here and then the team lead of the creative style group or any other team can designate a particular designer to work on it so let me show you people how to create and add a type 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 men inspect the view area since it’s just another way to reveal um all your items simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i said it takes certain columns not the individual column of course but other columns that you can conceal or make um viewable for the person that is going to be given the type they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t send the type without filling this info in so you can actually simply produce any column with anything that you people need when a creative demand is available in make it a kind share the type sneak peek the show you people how a form looks like um the name of the request you desire you want to add a certain quick with a specific i understand each company has a specific 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 type i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make appearance i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a certain declare example right now everything is in the preparation ideas phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest priority i want to submit it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to come into the first group which is essential to understand and after that it can be called demands or concepts can be found in and then i can just proceed take it and move it to a particular group that i think 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 upon how you outline your workflow just to make certain you guys are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes incredible incredible remarkable i’m glad you guys are listening and understand everything fantastic 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 today i’ll simply provide like a quick summary this is the person column as you men know we have our seven core columns here and after that we have more intriguing 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 quickly um dale you simply ask assuming one form can occupy a number of columns on one board yes dell you are appropriate every column that you develop can be nearly every column you produce can be in a form view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a priority one we called it concern but it’s basically a rating column um we have actually a. Best Project Management Software For Event Planning
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file column and we have a tags column what i love about the tag column is if i click 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 show you guys 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 particular project i’m working on i can just link them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i like the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you guys 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 due date mode is let me undo this so i might show you people eliminate deadline mode essentially what i want to do i want 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 Project Management Software For Event Planning