This article is focused on answering How To Use Project Management Software For Ccpm …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to show you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that too and lastly i’m going to show you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start amazing alright let’s begin and landing page request i’m presuming
you guys i’m just gon na reveal um talk about the fundamentals really rapidly but i make sure you men know 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 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 projects and it truly simply 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 short prior to working on an imaginative request is using the form so a type generally takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll fine let me show you how to develop a kind but basically this type is available in here and then the team lead of the creative design team or any other group can appoint a particular designer to deal with it so let me reveal you men how to add a type and produce if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people inspect the view area due to the fact that it’s simply another way to reveal 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 form view and like i stated it takes certain columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be given the form they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can really simply develop any column with anything that you men need when a creative demand can be found in make it a kind share the type preview the program you people how a type appears like um the name of the request you want you wish to include a certain brief with a particular i know each company has a specific structure that
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they use um when do you need it by the 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 website copy it send it to whoever let’s just make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a particular file for example today everything remains in the planning concepts phase and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest concern i want to submit it and let me show you people how it is available in on the board webinar request test so it’s constantly going to enter into the very first group which is important to understand and after that it can be called requests or ideas being available in and after that i can just go on take it and move it to a particular group that i think 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 form and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes awesome remarkable amazing i’m glad you men are listening and comprehend everything great 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 simply provide like a short introduction this is the individual column as you guys understand we have our 7 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 likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can populate several columns on one board yes dell you are appropriate every column that you create can be practically every column you develop can be in a type view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a top priority one we called it concern but it’s basically a ranking column um we have actually a. How To Use Project Management Software For Ccpm
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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 reveal 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 particular job i’m working on i can just 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 enjoy the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not sure if you guys understand what this is but 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 guys remove deadline mode essentially what i want to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. How To Use Project Management Software For Ccpm