This article is focused on answering Clarity Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have an innovative 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 think of 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 show you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that also 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 reveal you people so i have it open and then we’re going to begin remarkable fine let’s start and landing page demand i’m assuming
you guys i’m just gon na reveal um speak about the fundamentals actually quickly however i make certain you men 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 integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this between projects or customers and it really just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a short before working on a creative request is using the form so a form 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 trying to find the size of uh the banner that they want the designer to create and i’ll fine let me reveal you how to create a type however essentially this form is available in here and then the group lead of the imaginative style group or any other team can appoint a particular designer to work on it so let me reveal you men how to produce and include a type if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men examine the view section because it’s just another method to show um all your products just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the kind view and like i said it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can upload this file if you want to need it you can constantly do a checkbox and after that they can’t submit the type without filling this info in so you can actually simply create any column with anything that you men require when an imaginative demand can be found in make it a form share the form preview the show you guys how a type looks like um the name of the request you desire you want to include a certain brief with a particular i know each company has a specific structure that
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they use um when do you require 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 form 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 right now whatever remains in the planning ideas phase and i need 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 greatest top priority i wish to submit it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to come into the first group which is very important to understand and after that it can be called demands or concepts can be found in and then i can just go ahead 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 describe your workflow simply to make certain you guys 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 people are listening yay yes yes amazing remarkable awesome i’m glad you guys are listening and comprehend whatever terrific 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 too and now i’ll simply give like a short introduction this is the person column as you men know we have our 7 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 also on the item itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are right 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 utilize here is a concern one we named it priority however it’s essentially a score column um we have actually a. Clarity Project Management Software
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file column and we have a tags column what i enjoy about the tag column is if i click 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 people 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 working on i can just link them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i enjoy the tech college let me just leave here [Music] all right um [Music] and yeah and i’m uncertain 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 deadline mode is let me undo this so i could show you men remove due date mode basically what i want to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Clarity Project Management Software