This article is focused on answering Instantis 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 3 particular on boards which are usage cases for banner and landing page requests think about it more like creative requests from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to discuss 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 show you a slip a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you men that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i just wish to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to start awesome all right let’s begin and landing page demand i’m assuming
you men i’m simply gon na show um talk about the basics really quickly however i’m 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 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 between clients or tasks and it really just 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 short prior to working on a creative request is utilizing the type so a type basically takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll all right let me show you how to produce a type however essentially this type comes in here and after that the group lead of the innovative style group or any other team can assign a particular designer to deal with it so let me show you guys how to produce and add a kind if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you people examine the view area because it’s simply another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the kind view and like i stated it takes particular columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can upload this file if you want to need it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can truly just create any column with anything that you men require when an imaginative demand is available in make it a kind share the form preview the show you people how a kind appears like um the name of the demand you want you want to add a certain quick with a particular i know each company has a certain structure that
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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click on 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 look i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a particular file for example today whatever remains in the preparation ideas stage and i need the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest priority i wish to send it and let me show you people how it comes in on the board webinar request test so it’s always going to enter the very first group which is important to know and then it can be called demands or ideas can be found in and then i can simply go ahead take it and move it to a certain group that i believe it matters for in this case it requires 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 detail your workflow just 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 type and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes incredible amazing awesome i’m glad you people 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 discuss them also but now i’ll just give like a brief overview this is the individual column as you guys know 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 likewise as a view we’ll get to that um soon um dale you just ask presuming one type can occupy a number of 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 individuals 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 top priority one we named it priority however it’s generally a score column um we have a. Instantis Project Management Software
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Instantis Project Management Software