This article is focused on answering Electrical Construction Project Management Software Review Ec&M …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that also and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to begin awesome fine let’s start and landing page request i’m assuming
you men i’m just gon na show um speak about the fundamentals really quickly but i make certain you people 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 discuss combinations automations views and a lot more fun stuff so the method i divided my board here is between months but you can do this between projects or customers and it actually simply 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 quick prior to working on a creative demand is utilizing the kind so a kind basically 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 want the designer to produce and i’ll all right let me reveal you how to create a kind but essentially this type is available in here and after that the group lead of the innovative style team or any other team can designate a certain designer to work on it so let me show you guys how to produce and add a form if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people check the view area due to the fact that it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the kind view and like i stated it takes specific columns not the individual column naturally however other columns that you can conceal or make um viewable for the person that is going to be given the kind they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t submit the form without filling this info in so you can actually just produce any column with anything that you people require when an innovative demand comes in make it a form share the form preview the program you guys how a form appears like um the name of the request you want you want to include a certain brief with a particular i know each company has a specific structure that
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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one 2nd let me click the type 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 reveal you people let’s fill it in and you can see um webinar demand test i can include a particular declare example right now everything remains in the planning concepts phase and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest top priority i wish to submit it and let me show you people how it comes in on the board webinar demand test so it’s always going to enter the very first group which is necessary to understand and after that it can be called demands or ideas being available in and then i can just proceed take it and move it to a specific group that i think it’s relevant 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 board or another group depending on how you detail your workflow simply to make certain you people 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 men are listening yay yes yes remarkable incredible incredible i’m glad you men are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them also and now i’ll just offer like a brief overview this is the person column as you men know we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy several columns on one board yes dell you are correct every column that you develop can be nearly every column you produce can be in a form view and individuals can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a priority one we named it concern but it’s basically a score column um we have a. Electrical Construction Project Management Software Review Ec&M
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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 particularly i can see that it’s another board and after that if i have a particular project i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that incredibly cool and i love i enjoy the tech college let me just leave here [Music] fine um [Music] and yeah and i’m uncertain if you guys understand what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might show you people remove due date mode basically what i want to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Electrical Construction Project Management Software Review Ec&M