This article is focused on answering Capterra Com 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 show you 3 specific on boards which are usage cases for banner and landing page demands consider it more like imaginative requests from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to go over 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 wish to show you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that too and finally i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you men so i have it open and then we’re going to begin awesome all right let’s begin and landing page demand i’m assuming
you men i’m simply gon na reveal um speak about the basics truly quickly but i’m sure you men know that this is a board each 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 stuff so the way i divided my board here is between months but you can do this between jobs or customers and it truly just depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief before working on an innovative request is using the kind so a type essentially takes all your columns and makes it a link that other people 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 create and i’ll all right let me show you how to produce a type but basically this type comes in here and after that the group lead of the innovative design team or any other group can designate a specific designer to deal with it so let me reveal you guys how to add a form and develop if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men inspect the view area since it’s just another way to reveal um all your items simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the type view and like i said it takes specific columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be offered the form they can upload this file if you want to require it you can always do a checkbox and then they can’t send the form without filling this information in so you can truly just create any column with anything that you guys require when an innovative demand comes in make it a form share the form preview the program you men how a form appears like um the name of the demand you want you wish to include a certain brief with a particular i know each business has a certain structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click on 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 simply reveal you men let’s fill it in and you can see um webinar request test i can add a certain declare example today whatever is in the preparation ideas phase and i require the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest top priority i wish to submit it and let me reveal you guys how it comes in on the board webinar request test so it’s always going to come into the first group which is necessary to understand and after that it can be called concepts or requests coming 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 needs to be done by might so i’m going to keep it in this group i can move it to another group or another board depending upon how you outline your workflow just to ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes incredible amazing remarkable i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them also but now i’ll just offer like a brief overview this is the person column as you people 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy numerous columns on one board yes dell you are correct every column that you produce can be practically 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 fantastic so this is our column center what we use here is a priority one we called it priority but it’s basically a ranking column um we have a. Capterra Com Project Management Software
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file column and we have a tags column what i love about the tag column is if i click on 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 show you people how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a specific task i’m dealing with i can simply 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 like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys understand what this is however 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 reverse this so i could show you guys get rid of due date mode basically what i want to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Capterra Com Project Management Software