This article is focused on answering Engineering Firm 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 three specific on boards which are use cases for banner and landing page requests consider it more like innovative requests from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that too and lastly i’m going to reveal you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin awesome all right let’s start and landing page request i’m presuming
you people i’m just gon na show um speak about the basics actually quickly however i’m sure you guys understand 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 go over integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between clients or projects and it really just depends on your workflow and the way 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 using the kind so a form generally takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re looking for 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 form but generally this type comes in here and after that the team lead of the imaginative design team or any other group can designate a specific 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 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 men examine the view section because it’s just another way to reveal um all your items simply see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the form view and like i stated it takes certain columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can submit this file if you wish to need it you can always do a checkbox and after that they can’t submit the form without filling this details in so you can truly simply create any column with anything that you people need when an innovative request comes in make it a form share the kind preview the show you people how a type looks like um the name of the demand you want you want to include a specific short with a specific i know each company has a specific structure that
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they use um when do you need it by the top priority and so on and so forth um you can take this link after put one second let me click 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 simply reveal you people let’s fill it in and you can see um webinar demand test i can add a specific declare example today whatever is in the planning ideas phase and i require the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest top priority i wish to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to enter the first group which is essential to understand and after that it can be called ideas or demands coming in and after that i can simply go on take it and move it to a particular group that i think 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 on how you outline 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 understood the form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes remarkable amazing amazing i’m glad you men are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them as well but now i’ll simply give like a quick introduction this is the person column as you men understand we have our seven core columns here and then we have more fascinating 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 simply ask assuming one type can occupy numerous columns on one board yes dell you are correct every column that you create can be almost every column you create can be in a type view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a top priority one we called it priority but it’s generally a ranking column um we have actually a. Engineering Firm 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 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 men 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 job i’m working on i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i find that very cool and i love i like the tech college let me just get out of 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 due date mode is let me undo this so i might reveal you guys remove due date mode generally what i want to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Engineering Firm Project Management Software