This article is focused on answering Enterprise Project Management Software Ppm …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 three particular on boards which are use cases for banner and landing page requests think about it more like creative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that also and lastly i’m going to show you control panels um so let’s start in a minute i just wish to bring up the um thing that i wished to show you people so i have it open and then we’re going to begin incredible okay let’s start and landing page request i’m presuming
you guys i’m just gon na reveal um talk about the essentials really quickly however i’m sure you men understand that this is a board each one of these are called a group and each row is called an item 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 in between jobs or customers 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 short before working on a creative demand is utilizing the form so a kind generally takes all your columns and makes it a link that other people can fill out which they can upload 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 alright let me show you how to develop a type however generally this form can be found in here and after that the group lead of the innovative style team or any other group can designate a certain designer to deal with it so let me reveal you people how to develop and include a form if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you men examine the view area since it’s simply 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 method to see um particular things on your board so close the kind view and like i said it takes certain columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can upload this file if you want to need it you can always do a checkbox and then they can’t send the kind without filling this information in so you can truly simply develop any column with anything that you people need when an innovative request is available in make it a type share the type sneak peek the show you guys how a form looks like um the name of the demand you desire you want to include a particular brief with a particular i know each company has a certain structure that
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they use um when do you require it by the concern and so on etc um you can take this link after put one 2nd 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 men let’s fill it in and you can see um webinar request test i can include a particular apply for example right now whatever is in the preparation ideas stage and i need the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest top 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 always going to enter the very first group which is very important to understand and then it can be called requests or concepts can be found in and then i can just go ahead take it and move it to a certain group that i believe it’s relevant 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 upon how you detail your workflow just 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 form and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes awesome remarkable incredible i’m glad you guys are listening and understand everything terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them too and now i’ll just offer like a brief introduction this is the individual column as you people know 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 simply ask assuming one form can occupy several columns on one board yes dell you are correct every column that you produce can be nearly every column you produce can be in a type view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we utilize here is a concern one we named it top priority however it’s essentially a score column um we have a. Enterprise Project Management Software Ppm
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file column and we have a tags column what i enjoy 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 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 certain project i’m working on i can just connect them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i love the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you people understand 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 might show you people get rid of deadline mode generally what i want to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Enterprise Project Management Software Ppm