This article is focused on answering Free Project Management Software Customizable Dashboards …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 3 particular on boards which are usage cases for banner and landing page demands consider it more like innovative requests from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that also and finally i’m going to reveal you control panels um so let’s start 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 begin incredible fine let’s start and landing page request i’m presuming
you guys i’m simply gon na show um discuss the basics really rapidly however i’m sure you guys understand that this is a board each one of these are called each row and a group is called a product today we’re going to review combinations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this in between customers or jobs and it truly simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a quick prior to working on a creative request is using the form so a form generally takes all your columns and makes it a link that other individuals can complete which they can upload 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 create and i’ll okay let me reveal you how to develop a kind however essentially this kind is available in here and after that the team lead of the innovative style team or any other team can designate a specific designer to deal with it so let me reveal you people how to create and add a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you men examine the view area because it’s just another way to reveal um all your items 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 kind view and like i said it takes certain columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be offered the type they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can really simply create any column with anything that you men need when an innovative demand comes in make it a type share the type preview the show you men how a form looks like um the name of the demand you desire you wish to add a certain short with a particular i know each company has a certain 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 on the kind 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 specific apply for example today everything is in the preparation ideas stage and i require 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 want to submit it and let me reveal you men how it comes in on the board webinar request test so it’s constantly going to enter into the first group which is very important to know and after that it can be called concepts or requests coming in and then i can just proceed take it and move it to a specific group that i think 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 on how you detail your workflow simply to make sure you men 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 simply write yes so i can get feedback while you guys are listening yay yes yes awesome amazing incredible i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them also now i’ll simply offer like a brief introduction this is the person column as you guys understand we have our seven core columns here and after that 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 likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can occupy a number of columns on one board yes dell you are correct every column that you produce can be nearly every column you develop can be in a type view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a priority one we named it priority however it’s basically a ranking column um we have a. Free Project Management Software Customizable Dashboards
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file column and we have a tags column what i like 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 show you guys 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 project i’m dealing with i can merely link them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly 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 guys 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 reverse this so i could reveal you guys get rid of due date mode generally what i wish to do i want to set as deadline i want to take the status column however i might take any status column i have for example the. Free Project Management Software Customizable Dashboards