This article is focused on answering Freelance Project Management Software Mac …I’m a customer success supervisor 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 use cases for banner and landing page requests think of it more like creative requests from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to go over 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 reveal you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you people that as well and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to start amazing fine let’s start and landing page demand i’m presuming
you guys i’m just gon na reveal um discuss the basics truly rapidly however i make sure you people know that this is a board every one of these are called a group and each row is called a product 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 however you can do this in between clients or tasks and it actually just 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 short before working on an innovative request is using the kind so a form basically 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 searching for the size of uh the banner that they desire the designer to develop and i’ll alright let me show you how to develop a kind but generally this kind comes in here and after that the team lead of the innovative style group or any other team can designate a specific designer to work on it so let me show you people how to add a type and create if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you people check the view area since it’s just 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 way to see um certain things on your board so close the kind view and like i stated it takes particular 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 given the form they can publish this file if you wish to require it you can always do a checkbox and after that they can’t send the form without filling this information in so you can truly simply produce any column with anything that you people need when an innovative request is available in make it a type share the kind sneak peek the show you men how a kind looks like um the name of the request you desire you wish to add a specific quick with a specific i know each business has a specific structure that
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they use um when do you require it by the concern and so on etc um you can take this link after put one 2nd let me click the kind 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 request test i can include a certain declare example today whatever is in the preparation concepts phase and i need the imaginative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest priority i wish to send it and let me show you guys how it can be found in on the board webinar demand test so it’s always going to enter the first group which is necessary to know and then it can be called demands or concepts coming in and after that i can simply proceed take it and move it to a particular 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 board or another group depending on how you outline your workflow just to ensure you men 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 just write yes so i can get feedback while you people are listening yay yes yes awesome incredible awesome i’m glad you men are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them as well but now i’ll simply give like a brief summary this is the individual column as you guys know we have our seven core columns here and after that 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 item itself and also as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy several columns on one board yes dell you are proper every column that you produce can be nearly every column you create can be in a form view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a top priority one we named it concern but it’s generally a ranking column um we have actually a. Freelance Project Management Software Mac
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file column and we have a tags column what i love 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 browse 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 after that if i have a certain job i’m working on i can merely link them with tags and after that i can cross board search it to what it matters for so i discover 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 deadline mode is let me reverse this so i might reveal you men get rid of deadline mode generally what i want to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Freelance Project Management Software Mac