This article is focused on answering Expesite 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 show you 3 specific on boards which are usage cases for banner and landing page demands think of it more like creative demands from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin amazing alright let’s start and landing page request i’m assuming
you men i’m simply gon na show um speak about the basics really quickly but i’m sure you people 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 discuss integrations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this between clients or jobs and it really just depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a short prior to dealing with an innovative demand is using the form so a type generally takes all your columns and makes it a link that other people can submit 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 develop and i’ll okay let me reveal you how to develop a type however generally this form can be found in here and after that the team lead of the innovative design team or any other group can appoint a particular designer to work on it so let me show you guys how to add a form and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you guys check the view area since it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the type 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 given the form they can publish this file if you wish to need it you can constantly do a checkbox and then they can’t send the type without filling this info in so you can truly simply produce any column with anything that you men require when an imaginative demand comes in make it a kind share the form sneak peek the show you guys how a kind looks like um the name of the request you want you want to include a particular brief with a certain i know each business has a certain structure that
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they utilize um when do you need it by the priority and so on etc um you can take this link after put one 2nd 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 simply make appearance i’ll just show you guys let’s fill it in and you can see um webinar demand test i can include a specific apply for example right now whatever is in the planning concepts phase and i need the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest top priority i wish to submit it and let me show you people how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is important to understand and then it can be called requests or concepts coming in and after that i can simply proceed take it and move it to a particular group that i believe it matters for in this case it needs 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 on how you outline your workflow just to ensure 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 just write yes so i can get feedback while you people are listening yay yes yes awesome awesome awesome i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them as well but now i’ll just provide like a brief overview this is the person column as you men understand we have our 7 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 also as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are correct every column that you create can be almost every column you produce can be in a kind view and people can fill it out and it comes in as a product on the board terrific so this is our column center what we use here is a top priority one we called it concern however it’s generally a rating column um we have a. Expesite 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 search facebook it’s going to do a cross board search let me show 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 specific project i’m working on i can merely link them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m not sure if you people know what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might reveal you guys remove deadline mode basically 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. Expesite Project Management Software