This article is focused on answering How To Compare Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page demands think of it more like creative requests from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you want 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 after that i wish to reveal you a sneak 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 last but not least i’m going to reveal you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin amazing okay let’s begin and landing page demand i’m assuming
you people i’m simply gon na reveal um discuss the basics truly quickly but i make certain you people know that this is a board every one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this in between projects or clients and it truly just depends upon your workflow and the method 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 a creative request is using the type so a type essentially takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to develop and i’ll fine let me reveal you how to develop a kind however generally this kind comes in here and after that the team lead of the imaginative style team or any other group can appoint a particular designer to work on it so let me reveal you men how to add a type and develop if anything is too fast 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 advise you people examine the view area since it’s just another way to show um all your products just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the kind view and like i stated it takes particular columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be given the type they can publish this file if you wish to need it you can always do a checkbox and after that they can’t submit the type without filling this details in so you can really just produce any column with anything that you people need when an innovative request comes in make it a kind share the kind sneak peek the program you guys how a type appears like um the name of the demand you desire you want to add a specific short with a specific i know each company has a specific structure that
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they utilize um when do you need it by the priority and so on etc um you can take this link after put one second let me click on the kind 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 just reveal you guys let’s fill it in and you can see um webinar request test i can include a particular declare example today everything is in the planning ideas phase and i require the creative department to assist me it’s right now where i’m working on it i need it by may 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 always going to enter the very first group which is essential to understand and after that it can be called ideas or demands being available in and then i can just proceed 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 group or another board depending upon how you describe your workflow simply to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes remarkable amazing amazing i’m glad you men are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them as well today i’ll just provide like a brief summary this is the person column as you people know we have our 7 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 also as a view we’ll get to that um soon um dale you just ask assuming one kind can occupy a number of 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 form view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a priority one we named it concern but it’s essentially a ranking column um we have actually a. How To Compare 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 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 people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain task 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] all right um [Music] and yeah and i’m unsure if you people know what this is however 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 men remove due date mode generally what i wish to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. How To Compare Project Management Software