This article is focused on answering Hubspot 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 reveal you 3 particular on boards which are use cases for banner and landing page demands consider it more like imaginative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then 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 ads so i’ll show you guys that too and finally i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to start amazing all right let’s begin and landing page demand i’m presuming
you guys i’m simply gon na reveal um speak about the fundamentals actually quickly but i make certain you men know that this is a board each one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this in between jobs or clients and it actually just depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief prior to dealing with an innovative request is utilizing the kind so a type essentially takes all your columns and makes it a link that other individuals can fill out 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 produce a type however basically this kind is available in here and then the team lead of the innovative design group or any other group can assign a certain designer to work on it so let me show you men how to add a type and produce 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 include view i advise you people examine the view area since it’s simply another way to reveal 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 type view and like i stated it takes particular columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be provided the form they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can actually just create any column with anything that you people require when a creative request can be found in make it a kind share the type preview the program you guys how a type appears like um the name of the request you want you want to include a certain brief with a specific i know each company has a certain structure that
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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 kind 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 reveal you guys let’s fill it in and you can see um webinar demand test i can include a certain apply for example today whatever is in the planning ideas phase and i require the innovative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest top priority i want to submit it and let me show you men how it is available in on the board webinar demand test so it’s always going to enter the very first group which is essential to know and after that it can be called ideas or demands being available in and after that 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 requires to be done by might so i’m going to keep it in this group i can move it to another board or another group depending on how you describe your workflow simply to make certain 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 simply write yes so i can get feedback while you men are listening yay yes yes awesome awesome amazing i’m glad you men are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them also but now i’ll simply offer like a short summary this is the individual column as you guys understand we have our 7 core columns here and after that 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 quickly um dale you just ask assuming one kind can populate a number of columns on one board yes dell you are right every column that you produce can be nearly every column you produce can be in a kind view and individuals can fill it out and it comes in as a product on the board terrific so this is our column center what we utilize here is a top priority one we named it top priority however it’s basically a rating column um we have actually a. Hubspot 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 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 after that if i have a certain project i’m dealing with i can merely connect them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i love the tech college let me just leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you men understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i might show you men eliminate due date mode essentially what i wish to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Hubspot Project Management Software