This article is focused on answering How To Select The Best 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 reveal you 3 particular on boards which are use cases for banner and landing page requests think about it more like imaginative demands from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wished to reveal you men so i have it open and then we’re going to start awesome alright let’s begin and landing page demand i’m presuming
you men i’m simply gon na show um speak about the fundamentals actually rapidly but i make sure you people know that this is a board every one of these are called a group and each row is called a product today we’re going to discuss combinations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this between customers or tasks and it actually just depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief before dealing with a creative request is utilizing the form 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 want the designer to create and i’ll all right let me show you how to create a type but essentially this kind comes in here and then the group lead of the innovative style group or any other group can appoint a certain designer to deal with it so let me reveal you men how to add a type and create if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men examine the view section since it’s just another way to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the form view and like i stated it takes specific columns not the individual column obviously however other columns that you can conceal or make um viewable for the person that is going to be given the form they can submit 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 details in so you can really simply produce any column with anything that you men need when an innovative demand comes in make it a form share the type sneak peek the program you men how a type looks like um the name of the request you desire you want to add a certain brief with a certain i know each company has a particular structure that
gantt charts project management tool monday.com alternatives
they use um when do you need it by the top priority and so on etc um you can take this link after put one second 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 simply make look i’ll just show you men let’s fill it in and you can see um webinar request test i can include a specific file for example today everything remains in the planning concepts phase and i require the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest priority i want to submit it and let me show 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 necessary to understand and after that it can be called requests or concepts can be found in and after that i can simply proceed take it and move it to a certain 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 upon how you describe 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 compose yes so i can get feedback while you men are listening yay yes yes incredible incredible remarkable i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them too today i’ll simply offer like a brief introduction this is the individual column as you guys understand we have our seven core columns here and then 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 item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can populate numerous columns on one board yes dell you are appropriate every column that you create 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 fantastic so this is our column center what we utilize here is a top priority one we named it concern however it’s basically a rating column um we have actually a. How To Select The Best Project Management Software
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file column and we have a tags column what i love 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 reveal you men 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 project i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i find that very 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 uncertain if you guys 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 might show you men remove due date mode basically what i want to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. How To Select The Best Project Management Software