This article is focused on answering Issues Software Project Management …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 show you three particular on boards which are use cases for banner and landing page demands think about it more like imaginative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that also and finally i’m going to show you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you men so i have it open and then we’re going to start awesome alright let’s begin and landing page demand i’m presuming
you guys i’m simply gon na reveal um speak about the basics truly quickly but i’m sure you men understand that this is a board every one of these are called a group and each row is called a product today we’re going to review combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between projects or customers and it truly just depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a brief before working on a creative request is utilizing the form so a form essentially takes all your columns and makes it a link that other individuals can fill out which they can submit 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 develop and i’ll all right let me reveal you how to create a kind but generally this form is available in here and after that the team lead of the imaginative design group or any other team can appoint a particular designer to deal with it so let me show you guys how to create and include a type if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men check the view section because it’s just another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the type view and like i said it takes specific columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be given the form they can upload this file if you want to require it you can always do a checkbox and then they can’t send the type without filling this information in so you can actually simply develop any column with anything that you people need when an innovative request is available in make it a form share the type sneak peek the show you guys how a kind looks like um the name of the request you desire you want to include a certain brief with a specific i know each business has a certain structure that
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they use um when do you require 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 website copy it send it to whoever let’s just make look i’ll simply show you men let’s fill it in and you can see um webinar request test i can include a specific declare example today everything remains in the planning ideas stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest priority i wish to submit it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to come into the first group which is essential to know and after that it can be called ideas or demands can be found in and after that i can just go ahead take it and move it to a certain group that i think 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 board or another group depending upon 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 comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes incredible amazing incredible i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them too but now i’ll just offer like a quick overview this is the person column as you guys know we have our 7 core columns here and then we have more intriguing 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 soon um dale you simply ask assuming one type can populate several columns on one board yes dell you are correct every column that you develop can be practically every column you create can be in a form view and people can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a priority one we named it concern but it’s basically a ranking column um we have a. Issues Software Project Management
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file column and we have a tags column what i like about the tag column is if i click 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 reveal you people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a certain task i’m dealing with i can just connect them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not sure if you men know what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i could reveal you people eliminate deadline mode basically what i wish to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Issues Software Project Management