This article is focused on answering Best Project Management Software Small Business Reddit …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 3 particular on boards which are use cases for banner and landing page requests consider it more like innovative demands from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i want to show you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that too and last but not least i’m going to show you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to show you guys so i have it open and then we’re going to start incredible fine let’s start and landing page demand i’m assuming
you guys i’m just gon na show um speak about the essentials truly quickly but i make sure you guys 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 combinations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this in between customers or projects and it truly just depends on 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 an innovative 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 submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll alright let me reveal you how to produce a form however essentially this form 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 guys how to include a type and produce if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you men check the view area since it’s just 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 method to see um certain things on your board so close the kind view and like i stated it takes specific columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can publish this file if you wish to require it you can always do a checkbox and then they can’t submit the type without filling this info in so you can actually simply produce any column with anything that you people require when a creative request is available in make it a type share the form preview the program you people how a form appears like um the name of the request you want you want to add a specific quick with a particular i understand each company has a particular structure that
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they utilize um when do you need it by the 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 just show you people let’s fill it in and you can see um webinar request test i can include a particular file for example today whatever remains in the planning concepts phase and i require the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest priority i want to submit it and let me reveal you men how it can be found in on the board webinar demand test so it’s constantly going to enter into the very first group which is important to know and then it can be called ideas or demands coming in and after that i can simply proceed 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 upon how you detail your workflow simply to make certain you people 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 write yes so i can get feedback while you people are listening yay yes yes incredible amazing awesome i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them as well now i’ll just provide like a quick overview this is the person column as you people understand we have our seven core columns here and then 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 also as a view we’ll get to that um soon um dale you simply ask assuming one kind can occupy several columns on one board yes dell you are correct every column that you produce can be almost every column you create can be in a kind view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a priority one we called it concern but it’s essentially a rating column um we have actually a. Best Project Management Software Small Business Reddit
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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 today 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 reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a specific job i’m working on i can simply link them with tags and after that 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 get out of here [Music] okay um [Music] and yeah and i’m uncertain if you people know what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might show you guys remove deadline mode generally what i wish to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Best Project Management Software Small Business Reddit