This article is focused on answering Easiest Free Project Management Software For Freelancers …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 use cases for banner and landing page requests think of it more like creative demands from designers material so on etc 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 wish to show you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you men that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin awesome all right let’s begin and landing page request i’m assuming
you people i’m simply gon na reveal um talk about the fundamentals truly quickly but i make certain you men know that this is a board every one of these are called each row and a group is called a product today we’re going to review integrations automations views and a lot more fun things so the way i divided my board here is between months however you can do this between jobs or clients and it actually just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a quick before working on an innovative request is utilizing the form so a type generally takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll fine let me reveal you how to create a form however essentially this kind comes in here and after that the team lead of the innovative design group or any other group can appoint a particular designer to deal with it so let me show you men how to create and include a type if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you people inspect the view area since it’s just another method to show um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the form view and like i stated it takes specific columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t send the form without filling this info in so you can actually just produce any column with anything that you guys require when an innovative demand is available in make it a form share the type preview the program you people how a kind looks like um the name of the request you desire you want to include a specific brief with a particular i understand each company has a particular structure that
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they use um when do you require it by the top priority 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 just 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 certain file for example right now whatever remains in the planning ideas phase and i need the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest priority i want to submit it and let me reveal you men how it can be found in on the board webinar demand test so it’s constantly going to enter into the first group which is important to understand and after that it can be called concepts or requests coming in and after that i can just go ahead take it and move it to a specific group that i think 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 group or another board depending upon how you detail your workflow simply to make sure you men 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 men are listening yay yes yes remarkable incredible remarkable i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them too now i’ll just give like a brief introduction this is the person column as you people 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one form can occupy several columns on one board yes dell you are proper every column that you develop can be nearly every column you create can be in a kind view and people can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a priority one we named it top priority but it’s generally a rating column um we have actually a. Easiest Free Project Management Software For Freelancers
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file column and we have a tags column what i enjoy about the tag column is if i click 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 guys 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 certain task i’m dealing with i can just connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m unsure if you men know what this is but 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 guys remove deadline mode essentially 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. Easiest Free Project Management Software For Freelancers