This article is focused on answering Financial And Project Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced 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 consider it more like imaginative demands from designers content 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 discuss marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that also and finally i’m going to show you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to start incredible alright let’s start and landing page demand i’m presuming
you guys i’m simply gon na reveal um speak about the fundamentals really quickly but i make sure you people know that this is a board every one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this between customers or tasks and it really simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a quick before working on an innovative request is utilizing the form so a form basically takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll fine let me show you how to produce a type however generally this kind is available in here and then the group lead of the innovative style group or any other group can appoint a particular designer to work on it so let me reveal you people how to create and include a kind if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys examine the view section due to the fact that it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the type view and like i said it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the type they can publish this file if you want to require it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can actually simply create any column with anything that you men need when an imaginative demand can be found in make it a kind share the kind sneak peek the program you men how a form appears like um the name of the demand you desire you want to add a certain quick with a certain i understand each business has a specific structure that
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they use um when do you require it by the priority and so on etc 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 look i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can add a particular file for example today whatever remains in the preparation ideas phase and i need the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest concern i wish to send it and let me show you people how it is available in on the board webinar demand test so it’s always going to come into the very first group which is very important to understand and after that it can be called concepts or demands coming in and then i can simply go ahead take it and move it to a specific group that i believe it’s relevant 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 board or another group depending upon how you outline 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 understood the type and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes remarkable amazing awesome i’m glad you people are listening and understand everything great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them also but now i’ll just provide like a short introduction this is the individual column as you men understand we have our 7 core columns here and then we have more interesting 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 soon um dale you simply ask presuming one type can occupy a number of columns on one board yes dell you are right every column that you produce can be almost every column you develop 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 priority one we named it top priority however it’s generally a rating column um we have a. Financial And 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 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 men 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 task i’m dealing with i can just link them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not sure if you men understand what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could show you people remove deadline mode generally what i want to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Financial And Project Management Software