This article is focused on answering Gartner Magic Quadrant Project Management Software 2018 …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests think about it more like innovative requests from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to show you guys so i have it open and then we’re going to start amazing okay let’s start and landing page request i’m assuming
you people i’m just gon na show um discuss the basics truly quickly but i make certain you people understand that this is a board every one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this in between clients or tasks and it really simply depends on your workflow and the way we did it here to you can do it any way you want but a cool way to get a short before dealing with a creative demand is utilizing the form so a type 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 looking for the size of uh the banner that they desire the designer to produce and i’ll fine let me reveal you how to develop a type but basically this type is available in here and then the team lead of the imaginative design group or any other group can designate a specific designer to deal with it so let me show you men how to include a type and develop 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 add view i advise you people check the view area because it’s simply another way to show um all your products 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 kind view and like i said it takes specific columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be given the type they can publish this file if you want to require it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can actually just develop any column with anything that you guys need when an innovative demand comes in make it a form share the kind sneak peek the show you guys how a kind appears like um the name of the demand you desire you want to add a specific brief with a particular i know each company has a specific structure that
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they utilize um when do you require it by the concern 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 website copy it send it to whoever let’s just make appearance i’ll just show you guys let’s fill it in and you can see um webinar request test i can add a specific file for example right now whatever remains in the preparation ideas phase and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest top priority i wish to submit it and let me reveal you people how it is available in on the board webinar request test so it’s always going to enter into the very first group which is very important to know and after that it can be called requests or concepts 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 outline your workflow simply 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 compose yes so i can get feedback while you guys are listening yay yes yes incredible remarkable incredible i’m glad you men are listening and understand whatever excellent um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them also but now i’ll simply provide like a quick introduction this is the person column as you people 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 also as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy several columns on one board yes dell you are appropriate every column that you create can be nearly every column you produce can be in a form view and individuals can fill it out and it is available in as an item on the board terrific so this is our column center what we use here is a priority one we named it priority but it’s generally a ranking column um we have a. Gartner Magic Quadrant Project Management Software 2018
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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 show 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 project i’m dealing with i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i enjoy the tech college let me simply leave 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 method i connected them together and did due date mode is let me reverse this so i might reveal you guys get rid of deadline mode generally what i wish to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Gartner Magic Quadrant Project Management Software 2018