This article is focused on answering How Does Project Management Software Work …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 reveal you 3 particular on boards which are use cases for banner and landing page demands think about it more like creative requests from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you men that too and lastly i’m going to show you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin awesome okay let’s start and landing page request i’m presuming
you men i’m just gon na show um talk about the essentials actually quickly however i make sure you guys understand that this is a board each one of these are called each row and a group is called an item today we’re going to discuss combinations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this between projects or clients and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick before dealing with an imaginative demand is using the kind so a kind basically takes all your columns and makes it a link that other people can fill out which they can submit 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 develop and i’ll fine let me reveal you how to create a type however essentially this kind comes in here and then the team lead of the creative style group or any other group can assign a certain designer to work on it so let me reveal you men how to create and include a kind if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys inspect the view area due to the fact that it’s just another method to show um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type 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 offered the kind they can publish this file if you want to require it you can always do a checkbox and then they can’t submit the type without filling this details in so you can actually just create any column with anything that you men need when an imaginative demand is available in make it a form share the form preview the program you guys how a form appears like um the name of the request you desire you wish to add a particular quick with a specific i understand each company has a certain structure that
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they use um when do you require it by the concern and so on and so forth 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 appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a particular file for example today whatever remains in the planning concepts phase and i need the innovative 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 priority i want to send it and let me reveal you guys how it comes in on the board webinar request test so it’s always going to come into the first group which is very important to know and after that it can be called demands or ideas coming in and after that i can just 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 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 simply to make sure you guys 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 simply write yes so i can get feedback while you men are listening yay yes yes amazing awesome incredible i’m glad you men are listening and comprehend whatever terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them too today i’ll just give like a short summary this is the person column as you men 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 product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate several columns on one board yes dell you are right every column that you develop can be practically every column you produce can be in a kind view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a top priority one we named it top priority but it’s generally a ranking column um we have actually a. How Does Project Management Software Work
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file column and we have a tags column what i like about the tag column is if i click on 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 browse 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 job i’m dealing with i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i find that extremely cool and i love i enjoy the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not sure if you people know what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i might show you guys eliminate deadline mode generally what i wish 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. How Does Project Management Software Work