This article is focused on answering Gartner Top 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 usage cases for banner and landing page requests think about 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 review marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you guys that as well and finally i’m going to show you control panels um so let’s start in a minute i just want to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to begin amazing fine let’s begin and landing page request i’m presuming
you people i’m just gon na reveal um discuss the basics really rapidly but i make certain 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 discuss integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this between tasks or clients and it really simply depends on 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 quick prior to dealing with an imaginative demand is using the form so a form basically takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll fine let me reveal you how to develop a kind but essentially this kind is available in here and then the group lead of the imaginative design group or any other group can designate a certain designer to work on it so let me reveal you men how to include a type and produce if anything is too quick 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 men check the view section because 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 specific things on your board so close the type view and like i stated it takes particular columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can publish this file if you want to require it you can always do a checkbox and then they can’t send the kind without filling this info in so you can really just produce any column with anything that you people need when an imaginative demand is available in make it a form share the type preview the show you men how a kind looks like um the name of the demand you want you want to add a particular quick with a certain i understand each company has a particular 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 second let me click 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 look i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can add a specific apply for example right now everything is in the preparation concepts phase and i need the imaginative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in highest concern i wish to submit it and let me reveal you people how it can be found in on the board webinar request test so it’s constantly going to come into the very first group which is very important to understand and after that it can be called concepts or requests can be found in and then i can simply go on take it and move it to a particular 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 group or another board 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 type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes incredible awesome amazing i’m glad you men are listening and understand whatever great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them too today i’ll just provide like a brief introduction this is the individual column as you people understand we have our seven 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 item itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can populate numerous columns on one board yes dell you are appropriate every column that you create can be nearly every column you create can be in a type 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 utilize here is a priority one we named it priority but it’s basically a rating column um we have actually a. Gartner Top Project Management Software
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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 search 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 then if i have a specific project i’m working on i can simply link them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i love the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not sure if you people 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 could reveal you guys get rid of due date mode basically what i wish to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Gartner Top Project Management Software