This article is focused on answering Essentials Of Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use cases for banner and landing page demands think of 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 want kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity 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 integrate with facebook for facebook advertisements so i’ll show you men that too and last but not least i’m going to show you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to begin incredible all right let’s begin and landing page request i’m presuming
you guys i’m simply gon na show um discuss the fundamentals really rapidly but i’m sure you guys know 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 integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this between jobs or customers and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a quick before dealing with an innovative request is using the type so a form generally takes all your columns and makes it a link that other people can fill out which they can submit 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 form but generally this type can be found in here and then the team lead of the creative style team or any other group can assign a specific designer to deal with it so let me show you men how to produce and include a kind if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you guys check the view area due to the fact that it’s just 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 way to see um particular things on your board so close the type view and like i stated it takes particular columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be provided the kind they can publish this file if you want to need it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can really simply create any column with anything that you guys require when a creative demand comes in make it a form share the type sneak peek the program you men how a form looks like um the name of the demand you desire you want to add a certain quick with a specific i understand each company has a certain structure that
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they utilize um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click on the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a certain declare example today everything is in the preparation ideas stage and i require the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest priority i want to send it and let me reveal you men how it is available in on the board webinar demand test so it’s always going to enter the first group which is necessary to know and then it can be called requests or concepts coming in and then i can just go ahead take it and move it to a specific 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 group or another board depending upon how you outline your workflow just 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 just compose yes so i can get feedback while you guys are listening yay yes yes remarkable awesome amazing i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them too now i’ll simply offer like a short introduction this is the individual column as you people know we have our seven core columns here and then 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 kind can populate several columns on one board yes dell you are proper every column that you produce can be nearly every column you produce can be in a type view and individuals can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a priority one we called it priority but it’s generally a rating column um we have actually a. Essentials Of 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 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 then if i have a particular job i’m dealing with i can simply 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 like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure 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 undo this so i might show you guys eliminate due date mode essentially what i wish to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Essentials Of Project Management Software