This article is focused on answering How To Choose The Best Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page demands think about it more like creative demands from designers content 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 project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to start incredible alright let’s begin and landing page demand i’m presuming
you people i’m simply gon na reveal um talk about the essentials really rapidly but i’m sure you people understand that this is a board every 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 fun things so the method i divided my board here is in between months however you can do this in between clients or projects 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 prior to working on an innovative request is using the type so a form essentially takes all your columns and makes it a link that other individuals can submit 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 alright let me show you how to produce a kind but basically this kind can be found in here and after that the team lead of the creative design group or any other group can designate a certain designer to deal with it so let me reveal you men how to create and add a type if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you people inspect the view section due to the fact that it’s just another method to show 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 particular things on your board so close the type view and like i said it takes certain columns not the individual column naturally however other columns that you can conceal or make um viewable for the individual that is going to be given the form they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can actually just produce any column with anything that you people require when an innovative request is available in make it a kind share the form preview the program you men how a form appears like um the name of the demand you want you want to include a specific short with a specific i know each business has a particular structure that
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they use um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd let me click the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make look i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a particular declare example right now everything remains in the planning concepts stage and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest top priority i wish to submit it and let me reveal you guys how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is necessary to understand and then it can be called ideas or demands being available in and then i can just go ahead take it and move it to a particular group that i think it’s relevant 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 on how you detail 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 form and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes awesome amazing remarkable i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them too but now i’ll simply provide like a quick introduction this is the person column as you people understand 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one form can populate a number of columns on one board yes dell you are proper every column that you produce can be nearly every column you develop can be in a kind view and people can fill it out and it comes in as a product on the board terrific so this is our column center what we use here is a top priority one we called it priority however it’s essentially a score column um we have a. How To Choose The Best 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 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 reveal you guys 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 certain job 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 leave here [Music] fine 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 linked them together and did due date mode is let me undo this so i might reveal you men eliminate deadline 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. How To Choose The Best Project Management Software