This article is focused on answering Customized Easy Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page requests think of 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 want kimberly um and we’re going to review marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you people that as well and finally i’m going to reveal you control panels um so let’s start in a minute i just want to bring up the um thing that i wished to show you people so i have it open and then we’re going to begin remarkable okay let’s begin and landing page demand i’m presuming
you people i’m just gon na reveal um talk about the basics really rapidly but i’m sure you people know that this is a board every one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this between tasks or clients and it really just depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief before working on a creative request is using the kind so a form basically takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll all right let me reveal you how to develop a kind but essentially this type is available in here and after that the group lead of the creative design team or any other group can appoint a particular designer to deal with it so let me reveal you people how to create and add a kind 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 people inspect the view area since it’s just another way to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the form view and like i stated it takes certain columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be given the type they can upload this file if you want to require it you can always do a checkbox and after that they can’t submit the type without filling this details in so you can truly just develop any column with anything that you guys require when an imaginative demand comes in make it a type share the kind sneak peek the show you men how a kind appears like um the name of the request you desire you want to include a particular brief with a specific i know each company has a specific structure that
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they utilize um when do you require it by the concern and so on etc um you can take this link after put one second 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 appearance i’ll just show you people let’s fill it in and you can see um webinar request test i can include a certain apply for example today everything remains in the planning ideas stage and i require the innovative 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 priority i want to submit it and let me reveal you guys how it can be found in on the board webinar request test so it’s constantly going to enter the first group which is important to know and then it can be called ideas or demands can be found in and then i can just proceed take it and move it to a specific 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 board or another group depending upon how you detail 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 type and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes amazing incredible remarkable i’m glad you people are listening and comprehend whatever terrific um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll go over them too and now i’ll simply provide like a quick overview this is the person column as you guys know we have our seven core columns here and then 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 product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate several columns on one board yes dell you are correct every column that you produce can be nearly every column you develop can be in a type view and people 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 priority but it’s generally a rating column um we have a. Customized Easy 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 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 after that if i have a certain project i’m working on i can merely connect them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i like the tech college let me just leave here [Music] fine um [Music] and yeah and i’m not sure if you men know what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i could show you men get rid of deadline 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. Customized Easy Project Management Software