This article is focused on answering Erp Project Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative 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 think of it more like innovative requests from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss 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 slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that too and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin amazing fine let’s begin and landing page request i’m presuming
you guys i’m simply gon na reveal um talk about the basics really quickly however i make certain you men know that this is a board each one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this between tasks or customers and it really just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief prior to dealing with a creative demand is using the kind so a kind basically takes all your columns and makes it a link that other people can complete which they can upload 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 fine let me reveal you how to create a type however essentially this form is available in here and after that the group lead of the imaginative design group or any other group can assign a particular designer to work on it so let me show you people how to add a form and create if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you guys check the view area since it’s simply another way to show um all your products just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type view and like i stated it takes specific 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 offered the type they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t submit the form without filling this information in so you can actually just create any column with anything that you men need when a creative request comes in make it a kind share the type preview the show you guys how a type looks like um the name of the request you want you wish to include a particular short with a particular i know each business has a particular structure that
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they use um when do you need it by the concern and so on etc 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 guys let’s fill it in and you can see um webinar demand test i can add a certain apply for example today everything is in the preparation concepts phase and i need the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest concern i want to send it and let me reveal you men how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is very important to know and after that it can be called requests or ideas coming in and after that i can just proceed take it and move it to a specific group that i believe 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 detail your workflow simply to make certain 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 just compose yes so i can get feedback while you guys are listening yay yes yes remarkable amazing incredible i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them also today i’ll just provide like a brief introduction this is the person column as you people understand we have our 7 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 also as a view we’ll get to that um quickly um dale you simply ask assuming one form can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be nearly every column you create can be in a form view and individuals can fill it out and it is available 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 top priority but it’s generally a rating column um we have actually a. Erp Project Management Software
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file column and we have a tags column what i love 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 search facebook it’s going to do a cross board search let me reveal you guys 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 specific job i’m dealing with i can just 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] okay um [Music] and yeah and i’m not exactly sure if you guys understand what this is however this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i could reveal you people get rid of deadline mode generally what i want to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Erp Project Management Software