This article is focused on answering Free Project Management Software Private Project …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page demands think about it more like creative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a slip 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 show you people that too and finally i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to begin remarkable alright let’s start and landing page request i’m presuming
you people i’m simply gon na show um talk about the essentials actually quickly but i make certain you guys 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 in between months but you can do this between clients or tasks and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief prior to dealing with an innovative request is utilizing the kind so a kind generally takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to develop and i’ll all right let me reveal you how to develop a form however essentially this form comes in here and then the group lead of the imaginative style group or any other team can assign a certain designer to work on it so let me reveal you people how to produce and include a kind 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 men inspect the view section since 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 method to see um certain things on your board so close the type view and like i stated it takes specific columns not the person column naturally but other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can publish this file if you want to need it you can constantly do a checkbox and then they can’t submit the kind without filling this info in so you can actually just produce any column with anything that you people need when a creative request is available in make it a form share the kind sneak peek the show you guys how a form appears like um the name of the request you desire you want to add a specific quick with a certain i understand each business has a specific structure that
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they utilize um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click 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 simply make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can add a certain file for example today whatever remains in the preparation concepts phase and i require the imaginative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in highest top priority i wish to send it and let me reveal you guys how it comes in on the board webinar demand test so it’s always going to enter into the very first group which is necessary to know and after that it can be called ideas or demands being available in and after that i can simply go on take it and move it to a specific group that i think it matters 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 group or another board depending on how you detail your workflow just 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 form and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes amazing amazing amazing i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them too today i’ll just offer like a quick summary this is the person column as you guys 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one form can populate numerous columns on one board yes dell you are correct every column that you develop can be nearly every column you create can be in a type 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 use here is a concern one we named it top priority however it’s essentially a score column um we have actually a. Free Project Management Software Private Project
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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 search facebook it’s going to do a cross board search let me reveal you guys how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular job i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i find that extremely 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 unsure if you guys understand what this is however 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 could show you men remove due date mode generally what i wish to do i wish to set as due date i wish to take the status column but i might take any status column i have for example the. Free Project Management Software Private Project