This article is focused on answering Freemium Project Management Software …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 show you three particular on boards which are use 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 planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that also and finally i’m going to show you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to show you men so i have it open and then we’re going to begin awesome okay let’s begin and landing page demand i’m assuming
you men i’m simply gon na show um discuss the essentials actually quickly however i make certain you men 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 enjoyable things so the method i divided my board here is in between months but you can do this in between jobs or clients and it really simply depends upon 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 short before working on an imaginative request is utilizing the kind so a form generally takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll fine let me show you how to create a type however essentially this type can be found in here and then the team lead of the creative design team or any other group can designate a specific designer to deal with it so let me show you people how to include a type and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you people examine the view area since it’s just another method to show um all your items just 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 type view and like i said it takes particular columns not the person column of course however other columns that you can hide or make um viewable for the person that is going to be given the form they can upload 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 actually simply create any column with anything that you people require when an innovative demand is available in make it a kind share the form sneak peek the program you men how a type looks like um the name of the request you desire you want to include a certain short with a particular i know each business has a particular structure that
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they use 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 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 show you people let’s fill it in and you can see um webinar demand test i can include a certain apply for example right now everything 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 require it by might 23rd and it remains in greatest priority i want to send it and let me reveal you men how it is available in on the board webinar request test so it’s always going to come into the very first group which is essential to understand and after that it can be called requests or concepts coming in and then i can simply go on take it and move it to a particular group that i believe it matters 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 make certain 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 amazing remarkable awesome i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them also and now i’ll just give like a short introduction this is the person column as you guys understand we have our 7 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 product itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one form can occupy numerous columns on one board yes dell you are proper every column that you develop can be almost every column you produce can be in a kind view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a priority one we named it concern however it’s essentially a ranking column um we have actually a. Freemium Project Management Software
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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 browse 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 certain task 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 super cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you guys understand what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i could reveal you people remove deadline mode generally what i want to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Freemium Project Management Software