This article is focused on answering How To Learn 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 reveal you three particular on boards which are use cases for banner and landing page requests consider it more like creative demands from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to begin awesome okay let’s begin and landing page request i’m presuming
you guys i’m just gon na reveal um discuss the essentials truly rapidly but i’m sure you men understand 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 discuss integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this in between jobs or customers and it truly just depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a brief prior to dealing with an imaginative demand is utilizing the form so a form generally takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll fine let me show you how to produce a type but essentially this form is available in here and after that the team lead of the innovative design team or any other team can appoint a specific designer to deal with it so let me show you people how to develop and add a type if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys check the view area 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 way to see um specific things on your board so close the kind view and like i stated it takes certain columns not the individual column of course 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 after that they can’t send the form without filling this info in so you can truly simply produce any column with anything that you men require when a creative request is available in make it a type share the form preview the program you guys how a form looks like um the name of the demand you want you want to include a certain quick 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 concern 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 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 certain declare example right now everything is in the planning ideas stage and i require the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest concern i want to send it and let me reveal you guys how it is available in on the board webinar request test so it’s always going to enter into the first group which is necessary to know and after that it can be called concepts or demands can be found in and after that i can just go ahead take it and move it to a particular group that i believe it’s relevant for in this case it requires 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 outline your workflow simply to make sure you people 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 just write yes so i can get feedback while you people are listening yay yes yes remarkable amazing remarkable i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them also and now i’ll just provide like a brief overview this is the person column as you people know 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 also on the product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one type can occupy a number of columns on one board yes dell you are appropriate every column that you create can be almost every column you create can be in a kind view and individuals can fill it out and it is available in as a product on the board excellent so this is our column center what we utilize here is a top priority one we named it concern however it’s essentially a score column um we have actually a. How To Learn 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 reveal you men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a certain project i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i find that extremely cool and i love i like the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys understand 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 could reveal you people eliminate due date mode generally what i want to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. How To Learn Project Management Software