This article is focused on answering How To Implement Project Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page requests think about it more like imaginative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that also and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wished to show you people so i have it open and then we’re going to begin awesome alright let’s begin and landing page request i’m presuming
you guys i’m just gon na reveal um speak about the fundamentals truly rapidly but i make sure you men know 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 review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this in between clients or jobs and it actually simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a brief before working on a creative request is using the type so a form generally takes all your columns and makes it a link that other people can submit 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 want the designer to develop and i’ll all right let me reveal you how to produce a kind but generally this kind comes in here and then the team lead of the innovative design group or any other team can appoint a specific designer to deal with it so let me reveal you people how to produce and add a kind if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you men inspect the view area because it’s simply another way to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the form view and like i stated it takes specific columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be offered the kind they can publish this file if you wish to need it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can actually just create any column with anything that you people need when an imaginative request comes in make it a type share the type sneak peek the show you people how a form looks like um the name of the request you desire you want to add a certain quick with a specific i know each company has a certain 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 2nd let me click the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a certain declare example right now whatever remains in the planning concepts stage and i need the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest top priority i wish 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 the first group which is important to understand and after that it can be called ideas or demands can be found in and after that i can simply proceed take it and move it to a certain group that i believe it matters for in this case it requires 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 describe your workflow just to make certain you guys 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 guys are listening yay yes yes incredible awesome remarkable i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them also now i’ll simply offer like a short introduction this is the individual column as you men understand we have our 7 core columns here and then 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 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 right every column that you create can be almost every column you produce can be in a form view and people can fill it out and it is available in as a product on the board great so this is our column center what we utilize here is a priority one we named it top priority but it’s generally a ranking column um we have a. How To Implement 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 on 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 working on i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i like the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m uncertain if you men know what this is however 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 undo this so i might show you men remove due date mode essentially what i want to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. How To Implement Project Management Software