This article is focused on answering Best Project Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page demands think of it more like innovative demands from designers content so on and so forth copywriters um a social media planning and style 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 show you a sneak 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 men that as well and lastly i’m going to show you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin awesome fine let’s begin and landing page request i’m assuming
you men i’m just gon na show um talk about the essentials actually quickly however i make sure you men understand that this is a board each 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 stuff so the method i divided my board here is between months however you can do this in between customers or projects and it really just depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a quick prior to working on a creative request is utilizing the kind so a form essentially takes all your columns and makes it a link that other individuals can fill out which they can publish 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 develop and i’ll alright let me reveal you how to develop a type however generally this form can be found in here and then the team lead of the innovative design group or any other team can appoint a specific designer to deal with it so let me reveal you guys how to add 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 include view i suggest you guys inspect the view section because it’s simply another method to reveal um all your products 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 specific columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be provided the form they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can actually just develop any column with anything that you men require when an imaginative request comes in make it a type share the form preview the show you people how a form looks like um the name of the demand you desire you wish to add a particular short with a certain i know 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 second 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 demand test i can include a particular file for example right now everything remains in the preparation concepts phase and i need the imaginative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in highest priority i wish to send it and let me reveal you men how it comes in on the board webinar request test so it’s always going to come into the very first group which is necessary to know and then it can be called requests or concepts being available in and after that i can just proceed take it and move it to a certain 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 upon how you outline your workflow simply to make sure you people 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 amazing awesome i’m glad you guys are listening and understand everything terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them also today i’ll just offer like a brief summary this is the person column as you people know we have our 7 core columns here and then we have more interesting 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 quickly um dale you just ask assuming one type can populate a number of columns on one board yes dell you are correct every column that you develop can be nearly every column you develop can be in a form view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we use here is a concern one we called it priority however it’s essentially a rating column um we have a. Best 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 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 specifically i can see that it’s another board and after that if i have a particular project i’m dealing with i can merely link them with tags and then i can cross board search it to what it’s relevant for so i find that very cool and i love i love the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m uncertain if you men 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 deadline mode is let me reverse this so i might show you guys remove due date mode basically what i wish to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Best Project Management Software