This article is focused on answering Best Project Management Software Forum …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 show you 3 particular on boards which are usage cases for banner and landing page demands think about it more like creative demands from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to show 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 reveal you guys that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just want to pull 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 fine let’s start and landing page request i’m presuming
you people i’m just gon na reveal um discuss the fundamentals actually rapidly but i make sure you people 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 discuss integrations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this between jobs or customers and it truly just depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a quick before dealing with an innovative demand is using the type so a type essentially takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll all right let me reveal you how to develop a form but generally this type can be found in here and after that the group lead of the innovative design group or any other team can designate a particular designer to deal with it so let me show you men how to develop and include a form 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 add view i suggest you guys check the view section due to the fact that it’s simply another way to reveal um all your items just 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 form view and like i said it takes particular columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be given the form they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t send the type without filling this information in so you can really just produce any column with anything that you people need when a creative demand can be found in make it a kind share the kind sneak peek the show you people how a form looks like um the name of the request you want you want to include a specific brief with a particular i understand each business has a certain structure that
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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click on 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 simply make appearance i’ll just show you people let’s fill it in and you can see um webinar request test i can include a specific apply for example today everything is in the preparation concepts stage and i need the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest top priority i want to send it and let me show you guys how it can be found in on the board webinar request test so it’s always going to come into the first group which is essential to understand and after that it can be called requests or concepts can be found in and after that i can just go on take it and move it to a particular group that i believe it’s relevant 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 simply to make sure 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 people are listening yay yes yes amazing amazing awesome i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them also now i’ll just provide like a short overview this is the individual column as you men know we have our 7 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can populate several columns on one board yes dell you are right every column that you create can be nearly every column you produce can be in a kind view and people can fill it out and it comes in as a product on the board terrific so this is our column center what we use here is a top priority one we called it top priority but it’s basically a ranking column um we have a. Best Project Management Software Forum
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Best Project Management Software Forum