This article is focused on answering Executive 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 reveal you three specific on boards which are use cases for banner and landing page requests think of it more like creative requests from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that also and finally i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to start remarkable alright let’s start and landing page demand i’m presuming
you people i’m simply gon na reveal um speak about the fundamentals actually rapidly however i’m sure you men understand 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 integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between clients or projects and it actually just depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a short before dealing with an imaginative request is using the form so a form essentially takes all your columns and makes it a link that other people can fill out 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 want the designer to produce and i’ll fine let me show you how to develop a form but essentially this type is available in here and then the group lead of the innovative design group or any other group can assign a specific designer to deal with it so let me show you guys how to add a type and develop if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you men check the view section since it’s simply another way to show um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the type view and like i stated it takes specific columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be offered the form they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can actually just produce any column with anything that you people need when a creative demand can be found in make it a type share the type preview the show you men how a form appears like um the name of the demand you desire you want to include a particular quick with a specific i understand each company has a certain structure that
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they utilize 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 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 simply reveal you men let’s fill it in and you can see um webinar request test i can add a certain file for example right now whatever remains in the preparation ideas phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest concern i wish to submit it and let me reveal you men how it comes in on the board webinar demand test so it’s constantly going to come into the very first group which is necessary to know and after that it can be called requests or concepts can be found 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 detail 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 understood the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes remarkable remarkable amazing i’m glad you people are listening and understand whatever great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll discuss them too but now i’ll just give like a brief overview this is the person column as you men 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can occupy several columns on one board yes dell you are correct every column that you create can be practically every column you develop can be in a kind view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a priority one we named it priority but it’s generally a rating column um we have actually a. Executive 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 browse 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 after that if i have a particular job i’m working on i can just link them with tags and then i can cross board search it to what it matters for so i discover that extremely cool and i love i like the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m uncertain if you people understand what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i might show you people remove due date mode essentially what i want to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Executive Project Management Software