This article is focused on answering Free Project Management Software Best …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 specific on boards which are use cases for banner and landing page demands think about it more like creative demands from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over 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 reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that as well 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 reveal you guys so i have it open and then we’re going to start remarkable okay let’s begin and landing page request i’m assuming
you men i’m simply gon na reveal um talk about the fundamentals really quickly however i make sure you people 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 review integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this between clients or projects and it really simply depends upon 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 demand is using the type so a form essentially takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll alright let me reveal you how to create a type however generally this kind comes in here and after that the group lead of the creative style team or any other team can assign a particular designer to work on it so let me show you men how to create and add a type if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys inspect the view area because 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 method to see um particular things on your board so close the kind view and like i stated it takes specific columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be offered the kind they can upload this file if you wish to need it you can always do a checkbox and after that they can’t send the form without filling this details in so you can truly simply produce any column with anything that you guys require when a creative request is available in make it a kind share the type sneak peek the show you guys how a form appears like um the name of the request you desire you wish to include a particular quick with a particular i know each company has a specific 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 just make appearance i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a certain file for example right now everything is in the preparation concepts stage and i require the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest priority i wish to submit it and let me reveal you guys how it comes in on the board webinar request test so it’s constantly going to come into the first group which is necessary to understand and then it can be called ideas or requests being available in and then i can just proceed 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 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 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 comprehended the type and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes awesome awesome awesome i’m glad you people are listening and understand everything great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them too now i’ll simply give like a brief overview this is the person column as you people understand we have our seven 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 item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy several columns on one board yes dell you are proper every column that you produce can be almost every column you create can be in a form view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a priority one we named it top priority however it’s basically a score column um we have a. Free Project Management Software Best
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file column and we have a tags column what i enjoy 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 browse facebook it’s going to do a cross board search let me show you guys 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 certain job i’m working on i can just connect them with tags and after that i can cross board search it to what it matters for so i find that super cool and i love i love the tech college let me just get out of here [Music] all right 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 way i linked them together and did deadline mode is let me undo this so i might show you men eliminate deadline mode generally what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Free Project Management Software Best