This article is focused on answering How To Select Project Management Software …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 show you 3 particular on boards which are use cases for banner and landing page demands think about it more like imaginative requests from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that also and lastly i’m going to reveal you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to begin remarkable all right let’s begin and landing page request i’m presuming
you people i’m just gon na show um speak about the basics truly rapidly but i’m sure you men know that this is a board each one of these are called a group and each row is called a product today we’re going to review combinations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between jobs or customers and it really just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a short before working on an innovative demand is using the form so a form essentially takes all your columns and makes it a link that other people can complete 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 produce and i’ll alright let me show you how to create a kind however essentially this kind can be found in here and after that the group lead of the creative style group or any other group can assign a specific designer to work on it so let me reveal you people how to develop and include a form if anything is too fast 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 advise you people check the view area because it’s just another way to show um all your items 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 said it takes particular columns not the individual column of course but other columns that you can hide or make um viewable for the person that is going to be offered the form they can publish this file if you want to require it you can constantly do a checkbox and then they can’t send the form without filling this information in so you can truly just develop any column with anything that you guys need when a creative demand can be found in make it a kind share the form preview the program you men how a form looks like um the name of the request you desire you wish to add a specific quick with a certain i know each company has a particular 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 2nd 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 look i’ll simply show you people let’s fill it in and you can see um webinar demand test i can include a particular apply for example today everything is in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest concern i wish to send it and let me show you people how it comes in on the board webinar request test so it’s always going to enter into the very first group which is essential to know and after that it can be called demands or ideas coming in and after that i can just go on take it and move it to a particular group that i believe it’s relevant 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 on how you detail 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 form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes incredible incredible amazing i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them as well but now i’ll just give like a brief introduction this is the individual column as you people know we have our seven 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 also on the item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy numerous columns on one board yes dell you are proper every column that you produce can be almost every column you produce 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 priority one we named it priority however it’s generally a ranking column um we have a. How To Select 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 show you guys how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a specific job i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it matters for so i discover that extremely cool and i love i enjoy the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m unsure if you people understand 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 could reveal you guys get rid of due date mode basically what i wish to do i want to set as due date i want to take the status column but i could take any status column i have for example the. How To Select Project Management Software