This article is focused on answering Insurance 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 think about it more like innovative demands from designers content so on and so forth copywriters um a social networks 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 e-mail marketing um stability 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 be able to incorporate with facebook for facebook ads so i’ll reveal you people that too and finally i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wished to show you people so i have it open and then we’re going to start incredible fine let’s start and landing page demand i’m assuming
you people i’m simply gon na show um talk about the essentials truly rapidly but i make sure you people understand 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 enjoyable stuff so the method i divided my board here is in between months however you can do this between customers or tasks and it truly just depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a quick before working on an innovative request is using the form so a kind essentially takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll okay let me show you how to create a kind but essentially this type can be found in here and after that the team lead of the imaginative design team or any other group can appoint a specific designer to deal with it so let me show you people how to add a form and create 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 include view i suggest you men inspect the view section since it’s just another way to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the form view and like i stated it takes specific columns not the individual column obviously however other columns that you can hide or make um viewable for the individual that is going to be given the form they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t send the type without filling this details in so you can actually simply develop any column with anything that you guys need when a creative request is available in make it a type share the type sneak peek the show you people how a form appears like um the name of the demand you desire you want to add a specific brief with a specific i know each business 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 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 show you people let’s fill it in and you can see um webinar request test i can include a specific declare example right now everything is in the preparation concepts phase and i require the imaginative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest priority i wish to submit it and let me reveal you people how it can be found 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 then it can be called ideas or demands can be found in and after that i can simply go ahead 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 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 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 form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes amazing remarkable awesome i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them also today i’ll just offer like a brief summary this is the individual column as you men know we have our seven core columns here and after that we have more intriguing 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 simply ask assuming one form can occupy a number of columns on one board yes dell you are correct every column that you create can be practically every column you produce can be in a type view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a priority one we named it top priority however it’s basically a rating column um we have actually a. Insurance Project Management Software
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file column and we have a tags column what i enjoy about the tag column is if i click this right now 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 job i’m dealing with i can merely connect them with tags and after that 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 simply leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you guys 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 reverse this so i could show you guys eliminate due date mode basically what i wish to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Insurance Project Management Software