This article is focused on answering Free Project Management Software Premium Features …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page demands think of it more like imaginative requests from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that too and finally i’m going to reveal you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin awesome all right let’s begin and landing page demand i’m presuming
you men i’m simply gon na reveal um speak about the fundamentals truly rapidly but i make sure you people understand that this is a board every one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this in between customers or tasks and it actually just 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 short before dealing with an innovative request is utilizing the kind so a type basically takes all your columns and makes it a link that other individuals can complete 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 okay let me reveal you how to produce a form but generally this kind can be found in here and then the team lead of the imaginative design team or any other group can designate a certain designer to deal with it so let me show you people how to add a type and produce 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 include view i advise you people inspect the view area since it’s just another way to show 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 form view and like i stated it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be provided the form they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can actually just create any column with anything that you people need when an imaginative demand comes in make it a type share the kind sneak peek the program you men how a kind appears like um the name of the demand you want you want to include a certain quick with a specific i know each business has a particular structure that
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they use um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click on the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a specific file for example right now whatever is in the planning concepts phase and i need the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in highest concern i want to send it and let me show you men how it can be found in on the board webinar request test so it’s constantly going to enter into the first group which is important to understand and then it can be called concepts or requests coming in and then i can just go on 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 on how you describe your workflow just to make sure you guys 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 just compose yes so i can get feedback while you people are listening yay yes yes remarkable remarkable remarkable i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them too today i’ll just give like a short introduction this is the individual column as you men know 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one form can populate several columns on one board yes dell you are right every column that you create can be practically every column you develop can be in a kind view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we utilize here is a top priority one we called it concern but it’s essentially a ranking column um we have a. Free Project Management Software Premium Features
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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 today 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 men 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 specific task i’m working on i can just link them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me just leave here [Music] okay 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 show you guys remove due date mode basically what i wish to do i wish to set as due date i want to take the status column but i could take any status column i have for example the. Free Project Management Software Premium Features