This article is focused on answering Helix Project Management Software …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 reveal you three specific on boards which are use cases for banner and landing page demands consider it more like imaginative requests from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you desire 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 then i wish to show you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that too and finally i’m going to show you control panels um so let’s start 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 all right let’s start and landing page demand i’m presuming
you men i’m just gon na show um speak about the basics truly quickly however i’m sure you guys know 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 go over combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this in between customers or projects and it actually just depends upon 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 prior to dealing with a creative request 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 searching for the size of uh the banner that they want the designer to create and i’ll all right let me show you how to create a kind but generally this form comes in here and then the group lead of the creative style group or any other group can assign a certain designer to work on it so let me show you men how to add a kind and produce if anything is too quick 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 suggest you men examine the view area due to the fact that it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the form view and like i stated it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be given the kind they can upload this file if you wish to require it you can always do a checkbox and then they can’t submit the form without filling this info in so you can truly just create any column with anything that you men require when a creative demand is available in make it a kind share the form preview the show you people how a kind looks like um the name of the demand you desire you wish to include a specific brief with a specific i understand each company has a specific structure that
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they use um when do you need it by the top priority and so on etc um you can take this link after put one second let me click on the type 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 simply reveal you men let’s fill it in and you can see um webinar demand test i can add a specific declare example right now whatever is in the preparation ideas phase and i need the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest concern i want to submit it and let me show you guys how it comes in on the board webinar request test so it’s constantly going to enter into the very first group which is necessary to understand and then it can be called concepts or demands can be found in and then i can simply go ahead take it and move it to a particular group that i think it matters for in this case it needs 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 describe your workflow simply to make sure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes amazing amazing incredible i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them too but now i’ll just provide like a quick overview this is the individual column as you men 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are appropriate every column that you develop can be nearly every column you produce 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 top priority one we named it concern but it’s basically a score column um we have actually a. Helix Project Management Software
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file column and we have a tags column what i enjoy about the tag column is if i click this right now 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 people 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 task i’m dealing with i can simply connect them with tags and then 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 leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you people understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might reveal you guys remove due date mode basically what i want to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Helix Project Management Software