This article is focused on answering Client Server Based 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 show you three specific 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 networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that as well and last but not least i’m going to reveal you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to begin awesome all right let’s start and landing page request i’m assuming
you men i’m just gon na show um discuss the fundamentals truly rapidly but i make certain you people 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 discuss combinations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this between customers or tasks and it truly just depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a short before working on an innovative demand is utilizing the form so a form essentially takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll alright let me reveal you how to create a form however generally this type comes in here and after that the team lead of the creative style group or any other team can appoint a certain designer to work on it so let me reveal you people how to include a form and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people inspect the view section due to the fact that it’s just another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another method to see um certain 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 conceal or make um viewable for the person that is going to be given the kind they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the form without filling this info in so you can actually simply create any column with anything that you guys require when a creative request comes in make it a type share the kind preview the program you guys how a type looks like um the name of the demand you want you want to include a certain brief with a particular i understand each company has a specific structure that
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they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one second 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 look i’ll just show you guys let’s fill it in and you can see um webinar request test i can add a specific declare example right now everything remains in the planning concepts phase and i require the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest top priority i want to send it and let me reveal you men how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is very important to understand and then it can be called ideas or demands coming in and then i can just proceed take it and move it to a certain group that i think it matters 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 group or another board depending upon how you outline 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 comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes remarkable remarkable remarkable i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them too today i’ll simply offer like a brief summary this is the person column as you people understand 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are right every column that you develop can be almost every column you create can be in a form view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a priority one we called it top priority but it’s essentially a rating column um we have actually a. Client Server Based 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 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 reveal 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 particular task i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you people understand what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i could reveal you guys get rid of deadline mode basically what i wish to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Client Server Based Project Management Software