This article is focused on answering Best Project Management Software Tracking Workplans Action Steps Goals Metrics …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated 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 creative demands from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you people that also and finally i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wished to reveal you men so i have it open and after that we’re going to start awesome okay let’s begin and landing page request i’m presuming
you guys i’m simply gon na show um discuss the fundamentals really quickly however 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 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 in between projects or customers and it actually just depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a short prior to working on an imaginative request is using the type so a type generally takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll okay let me show you how to produce a form but basically this form comes in here and after that the team lead of the imaginative style team or any other group can assign a certain designer to work on it so let me reveal you guys how to produce and add a kind if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you men examine the view area due to the fact that it’s simply 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 kind view and like i said it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t send the form without filling this details in so you can truly simply create any column with anything that you guys require when a creative demand is available in make it a type share the kind preview the program you guys how a type looks like um the name of the request you desire you want to add a certain quick with a specific i know each business has a specific structure that
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they use um when do you require it by the priority and so on etc um you can take this link after put one second let me click the form i can share it i can get this link or embed it in a site 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 demand test i can include a specific declare example right now everything remains in the preparation concepts phase and i need the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest top priority i want to send it and let me reveal you men how it can be found in on the board webinar request test so it’s constantly going to enter the very first group which is important to know and after that it can be called requests or ideas being available in and then i can just proceed take it and move it to a particular 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 on how you outline your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes awesome amazing awesome i’m glad you people 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 review them also today i’ll just offer like a brief introduction this is the individual column as you guys understand we have our 7 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 item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can occupy a number of columns on one board yes dell you are right every column that you create can be practically every column you create can be in a type view and people can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a top priority one we called it top priority however it’s generally a ranking column um we have actually a. Best Project Management Software Tracking Workplans Action Steps Goals Metrics
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file column and we have a tags column what i enjoy 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 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 certain task i’m dealing with i can just link them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i love the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m unsure if you guys understand what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i might show you men get rid of deadline mode generally what i wish to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Best Project Management Software Tracking Workplans Action Steps Goals Metrics