This article is focused on answering Engineer Office Project Management Software …I’m a customer success supervisor 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 requests think of it more like imaginative demands 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 integrity that we have with mailchimp and then i want to reveal you a slip a sneak peek 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 last but not least i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wished to show you men so i have it open and after that we’re going to begin amazing okay let’s begin and landing page request i’m assuming
you men i’m just gon na reveal um speak about the fundamentals truly quickly but i make certain you guys know that this is a board every one of these are called each row and a group is called an item today we’re going to go over integrations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this between clients or tasks and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief prior to dealing with a creative request is utilizing the type so a form basically 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 trying to find the size of uh the banner that they desire the designer to produce and i’ll all right let me reveal you how to produce a kind but generally this form comes in here and then the team lead of the creative style group or any other team can appoint a certain designer to deal with it so let me show you guys how to include a form and develop 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 advise you people inspect the view area since it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i stated it takes specific columns not the person column obviously however other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can publish this file if you want to require it you can always do a checkbox and after that they can’t send the kind without filling this info in so you can really just develop any column with anything that you men require when a creative demand comes in make it a form share the form sneak peek the program you men how a type appears like um the name of the demand you want you want to include a specific quick with a specific i know each company has a specific structure that
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they use 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 appearance i’ll simply show you people let’s fill it in and you can see um webinar demand test i can add a specific declare example right now whatever is in the planning concepts stage and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest top priority i want to submit it and let me show you people how it is available in on the board webinar request test so it’s constantly going to enter the very first group which is necessary to understand and then it can be called demands or concepts coming in and after that i can simply proceed take it and move it to a specific group that i think it matters for in this case it requires 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 on how you describe your workflow just to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes remarkable awesome remarkable i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them too but now i’ll just provide like a brief overview this is the individual column as you men know we have our seven 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 likewise as a view we’ll get to that um soon 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 produce can be practically every column you produce can be in a form view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a priority one we named it priority but it’s generally a score column um we have a. Engineer Office Project Management Software
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file column and we have a tags column what i like 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 show 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 particular project i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you people know 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 reverse this so i could reveal you men 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. Engineer Office Project Management Software