This article is focused on answering Construction Project Management Software Rfp …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 demands think about it more like creative requests from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to show 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 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 reveal you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to start incredible fine let’s begin and landing page request i’m presuming
you men i’m just gon na reveal um speak about the essentials actually quickly but i’m sure you guys 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 review integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between clients or projects and it actually just depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a brief before working on an imaginative request is using the form so a form generally takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll okay let me show you how to develop a type however generally this type comes in here and then the group lead of the innovative design group or any other group can appoint a certain designer to work on it so let me reveal you guys how to add a form and create 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 add view i recommend you guys examine the view area because it’s simply another way to show um all your products just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the form view and like i said it takes certain columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be given the kind they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t send the type without filling this information in so you can actually simply develop any column with anything that you men need when a creative request comes in make it a kind share the form sneak peek the program you guys how a form looks like um the name of the demand you desire you want to include a particular short with a specific i know each business has a specific structure that
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they utilize um when do you require it by the concern 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 simply make look i’ll just show you men let’s fill it in and you can see um webinar demand test i can add a specific apply for example right now everything remains in the preparation concepts stage and i need the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i wish to send it and let me show you guys how it can be found in on the board webinar request test so it’s always going to enter the first group which is important to know and then it can be called concepts or requests can be found in and after that i can just proceed 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 upon how you outline your workflow simply to ensure you men 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 remarkable amazing remarkable i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them also today i’ll just provide like a brief overview 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 soon um dale you simply ask assuming one kind can occupy numerous columns on one board yes dell you are correct every column that you develop can be nearly every column you create can be in a kind view and individuals can fill it out and it is available in as an item on the board terrific so this is our column center what we utilize here is a priority one we called it priority however it’s generally a rating column um we have a. Construction Project Management Software Rfp
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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 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 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 job i’m dealing with 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 super cool and i love i love the tech college let me just get out of here [Music] alright 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 way i connected them together and did deadline mode is let me undo this so i could show you men eliminate deadline mode essentially what i wish to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Construction Project Management Software Rfp