This article is focused on answering How To Use Project Management Software Work …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 use cases for banner and landing page demands think about it more like imaginative demands from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that also and lastly i’m going to show you dashboards um so let’s start in a minute i just want to bring up the um thing that i wanted to reveal you men so i have it open and then we’re going to begin incredible alright let’s begin and landing page demand i’m assuming
you guys i’m simply gon na reveal um discuss the basics really rapidly but i make certain you men understand that this is a board every one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this in between customers or jobs and it truly just depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief before dealing with an imaginative request is using the form so a form basically takes all your columns and makes it a link that other people can complete 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 produce and i’ll all right let me reveal you how to develop a kind however basically this kind comes in here and after that the group lead of the imaginative design group or any other group can assign a specific designer to work on it so let me reveal you people how to include a kind and develop if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people examine the view area due to the fact that it’s just another way to show um all your products simply 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 stated it takes specific columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be given the type they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t submit the type without filling this information in so you can actually just create any column with anything that you men need when a creative demand can be found in make it a form share the type sneak peek the program you men how a form looks like um the name of the demand you desire you wish to include a specific quick with a particular i know each business has a certain structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one second let me click the type 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 appearance i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can include a particular apply for example today whatever is in the planning ideas phase and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest top priority i want to submit it and let me show you people how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is essential to understand and after that it can be called requests or ideas can be found in and then i can simply proceed take it and move it to a specific group that i believe it matters 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 outline your workflow just to make sure you guys 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 just write yes so i can get feedback while you people are listening yay yes yes remarkable incredible remarkable i’m glad you people are listening and understand whatever fantastic um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them too but now i’ll simply give like a quick overview this is the person column as you guys understand we have our 7 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are proper every column that you create can be practically every column you create can be in a form view and people can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a top priority one we named it priority however it’s essentially a score column um we have actually a. How To Use Project Management Software Work
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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 browse facebook it’s going to do a cross board search let me show 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 specific project i’m working on i can just 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 like the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not sure if you men 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 reverse this so i could show you guys remove deadline mode generally what i wish to do i wish to set as deadline i want to take the status column however i could take any status column i have for example the. How To Use Project Management Software Work