This article is focused on answering Desktop Open Source 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 show you 3 specific on boards which are use cases for banner and landing page demands think of it more like imaginative demands from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply want 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 presuming
you men i’m just gon na show um discuss the essentials truly quickly however i make sure you people know that this is a board every 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 enjoyable things so the way i divided my board here is between months however you can do this between jobs or customers and it truly just depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short before working on an innovative request is utilizing the kind so a form essentially 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 want the designer to produce and i’ll all right let me show you how to create a form but basically this type is available in here and after that the team lead of the creative style team or any other team can assign a specific designer to deal with it so let me show you people how to create 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 guys check the view area due to the fact that it’s just another way to reveal um all your products simply 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 kind view and like i stated it takes certain columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be given the form they can publish this file if you want to need it you can always do a checkbox and after that they can’t submit the form without filling this information in so you can truly just develop any column with anything that you men need when an innovative request can be found in make it a form share the kind preview the show you guys how a kind appears like um the name of the demand you desire you want to add a particular quick with a particular i understand each business has a certain structure that
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they use um when do you need 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 type i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a certain apply for example right now everything is in the planning ideas stage and i need the innovative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest top priority i want to send it and let me reveal you men how it comes in on the board webinar request test so it’s constantly going to enter the first group which is essential to understand and then it can be called requests or concepts being available in and then i can just go ahead take it and move it to a particular group that i believe it matters for in this case it needs 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 describe your workflow just to make certain you men are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes incredible incredible awesome i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them too and now i’ll simply provide like a quick overview this is the individual column as you guys understand we have our seven core columns here and after that we have more fascinating 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 quickly um dale you just ask assuming one form can populate a number of columns on one board yes dell you are proper every column that you create can be practically every column you produce can be in a kind view and individuals can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a concern one we named it top priority but it’s basically a score column um we have actually a. Desktop Open Source 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 specifically i can see that it’s another board and then if i have a specific project i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i love the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m unsure if you people know what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i could reveal you guys eliminate deadline mode generally what i want to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Desktop Open Source Project Management Software