This article is focused on answering How To Use Playbook 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 specific on boards which are usage cases for banner and landing page demands consider it more like creative requests from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want 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 two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that as well and last but not least i’m going to reveal you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wished to show you guys so i have it open and then we’re going to begin incredible all right let’s start and landing page demand i’m assuming
you guys i’m just gon na show um discuss the fundamentals truly quickly but i’m sure you guys understand that this is a board each one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this between projects or clients and it truly simply 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 quick before working on an imaginative request is using the kind 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 searching for the size of uh the banner that they desire the designer to develop and i’ll alright let me reveal you how to produce a form but essentially this type is available in here and after that the team lead of the innovative design team or any other group can appoint a particular designer to work on it so let me reveal you people how to include a kind and produce if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys examine the view area because it’s just another way to show um all your products just 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 kind view and like i said it takes particular columns not the individual column obviously however 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 wish to require 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 simply create any column with anything that you men need when a creative request is available in make it a form share the type sneak peek the program you people how a form appears like um the name of the demand you desire you want to include a specific short with a certain i know each company has a certain structure that
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they use um when do you require it by the concern 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 just make look i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can include a certain file for example today everything remains in the preparation concepts phase and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest priority i wish to send it and let me show you men how it is available in on the board webinar request test so it’s always going to come into the very first group which is very important to understand and then it can be called demands or ideas being available in and then i can simply go on take it and move it to a specific group that i believe it’s relevant 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 on how you detail your workflow simply 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 write yes so i can get feedback while you men are listening yay yes yes incredible awesome incredible i’m glad you men are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them too and now i’ll simply provide like a short overview this is the person column as you people understand we have our 7 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 also on the product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type 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 type view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a priority one we called it concern but it’s generally a rating column um we have actually a. How To Use Playbook Project Management Software
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How To Use Playbook Project Management Software