This article is focused on answering Compass Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page demands think about it more like creative demands from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you guys that as well and lastly i’m going to show you control panels um so let’s begin in a minute i just want to pull up the um thing that i wished to show you people so i have it open and then we’re going to begin remarkable fine let’s begin and landing page request i’m presuming
you men i’m simply gon na show um discuss the basics really rapidly but i make certain you guys 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 review combinations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this between tasks or customers and it really just depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief prior to working on an innovative request is utilizing the type so a form essentially takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to create a type but generally this type comes in here and after that the team lead of the creative style group or any other group can designate a specific designer to deal with it so let me show you guys how to add a kind and create if anything is too fast 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 men examine the view area since it’s just another way to show um all your products simply 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 form view and like i stated it takes particular columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be given the form they can submit this file if you want to require it you can always do a checkbox and then they can’t send the type without filling this information in so you can really just produce any column with anything that you guys need when a creative demand can be found in make it a form share the type preview the show you men how a form appears like um the name of the demand you desire you wish to include a certain brief with a particular i understand each business has a particular structure that
gantt charts project management tool monday.com alternatives
they use 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 on the form 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 look i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a particular file for example today whatever is in the preparation ideas stage and i need the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest concern i want to send it and let me show you guys how it is available in on the board webinar request test so it’s always going to enter into the very first group which is important to know and after that it can be called ideas or requests coming in and then i can simply go on take it and move it to a particular group that i believe it’s relevant 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 group or another board depending on how you describe your workflow just to make certain 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 men are listening yay yes yes awesome remarkable remarkable i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them too and now i’ll just give like a brief summary this is the individual column as you men understand we have our 7 core columns here and after that we have more interesting 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 assuming one kind can occupy a number of columns on one board yes dell you are proper every column that you create can be almost every column you develop can be in a form view and people can fill it out and it is available in as a product on the board great so this is our column center what we use here is a top priority one we named it concern however it’s generally a rating column um we have actually a. Compass 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 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 men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a certain job i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i like the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m unsure if you people understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i might show you men remove deadline mode basically what i wish to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Compass Project Management Software