This article is focused on answering C Os Project Management Software …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 show you three particular on boards which are use 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 media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you people that as well and last but not least i’m going to show you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to start awesome all right let’s start and landing page demand i’m presuming
you people i’m simply gon na show um talk about the fundamentals truly quickly but i make certain you people know that this is a board each one of these are called a group and each row is called an item today we’re going to discuss combinations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this in 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 want however a cool method to get a quick prior to dealing with an innovative demand is using the kind so a kind essentially takes all your columns and makes it a link that other people can submit 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 produce and i’ll alright let me show you how to produce a type but essentially this kind can be found in here and after that the team lead of the creative style team or any other team can designate a certain designer to work on it so let me reveal you men how to create and add a kind if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people inspect the view section since it’s simply another method to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i stated it takes particular columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be offered the kind they can upload this file if you want to need it you can always do a checkbox and then they can’t send the kind without filling this details in so you can really just create any column with anything that you people require when an imaginative request can be found in make it a type share the form preview the show you people how a type appears like um the name of the request you want you wish to include a specific quick with a particular i understand each company has a particular structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click the kind 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 appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can add a specific file for example today whatever is in the planning concepts phase and i require the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest priority i want to send it and let me show you men how it can be found in on the board webinar demand test so it’s always going to enter the first group which is essential to understand and after that it can be called requests or concepts can be found in and then i can simply go ahead take it and move it to a certain group that i believe 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 board or another group depending on 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 simply write yes so i can get feedback while you men are listening yay yes yes incredible amazing incredible i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them as well now i’ll simply give like a brief overview this is the person column as you people 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are proper every column that you produce can be practically every column you develop can be in a kind view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a top priority one we named it top priority but it’s essentially a rating column um we have a. C Os 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 search facebook it’s going to do a cross board search let me reveal you people 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 specific task i’m working on i can just link them with tags and then i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i enjoy the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not sure if you men 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 deadline mode is let me reverse this so i could show you guys remove due date mode essentially what i want to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. C Os Project Management Software