This article is focused on answering Free Project Management Software Trello …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 specific on boards which are usage cases for banner and landing page demands think about it more like innovative demands from designers material 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 discuss marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in 2 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 show you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you men so i have it open and then we’re going to start amazing fine let’s start and landing page request i’m presuming
you people i’m just gon na reveal um speak about the essentials really quickly but i make sure you people know that this is a board each one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this between projects or customers and it actually simply depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief prior to dealing with an innovative request is using the kind so a kind 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 trying to find the size of uh the banner that they want the designer to produce and i’ll fine let me reveal you how to create a form however basically this kind comes in here and after that the group lead of the innovative design team or any other group can assign a particular designer to work on it so let me reveal you guys how to add a kind and develop if anything is too fast 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 men check the view section due to the fact that it’s just another method 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 particular things on your board so close the type 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 provided the kind they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t send the type without filling this info in so you can truly just develop any column with anything that you people require when a creative demand comes in make it a type share the kind sneak peek the program you men how a kind looks like um the name of the demand you desire you want to add a certain quick with a particular i know each business has a particular structure that
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they utilize um when do you need it by the priority and so on and so forth 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 show you men let’s fill it in and you can see um webinar request test i can include a specific file for example today whatever is in the planning concepts phase and i need the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest concern i want to send it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is essential to understand and after that it can be called concepts or demands can be found in and after that 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 requires to be done by might 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 just to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes awesome remarkable remarkable i’m glad you people are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them as well and now i’ll simply provide like a short overview this is the person column as you men know we have our seven 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one type can occupy a number of columns on one board yes dell you are proper every column that you develop 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 fantastic so this is our column center what we use here is a priority one we named it concern but it’s basically a rating column um we have actually a. Free Project Management Software Trello
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file column and we have a tags column what i like about the tag column is if i click 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 people 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 merely link 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 enjoy the tech college let me just leave here [Music] alright um [Music] and yeah and i’m uncertain if you men know 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 reverse this so i could show you men eliminate due date mode basically what i want 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 Trello