This article is focused on answering It Management Project Software …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page requests think of it more like imaginative requests from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you men that also and finally i’m going to show you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wanted to show you people so i have it open and then we’re going to start remarkable fine let’s start and landing page request i’m presuming
you men i’m simply gon na show um speak about the fundamentals really rapidly however i’m sure you people 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 go over combinations 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 tasks or customers and it really just depends on 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 short before working on an imaginative request is using the type so a kind generally takes all your columns and makes it a link that other people can submit 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 desire the designer to create and i’ll fine let me show you how to produce a kind however generally this type comes in here and then the group lead of the creative design group or any other team can assign a particular designer to deal with it so let me show you people how to include a form and produce 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 people check the view section because it’s simply 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 particular things on your board so close the form view and like i stated it takes particular 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 provided the form they can upload this file if you wish to require it you can always do a checkbox and then they can’t send the kind without filling this information in so you can really simply create any column with anything that you people require when an imaginative demand is available in make it a kind share the form preview the show you people how a type looks like um the name of the demand you desire you wish to include a particular brief with a particular i understand each company has a specific structure that
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they use um when do you need it by the top priority and so on and so forth um you can take this link after put one second let me click 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 simply make look i’ll just show you people let’s fill it in and you can see um webinar request test i can add a certain declare example right now whatever remains in the planning ideas stage and i need the imaginative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest top priority i want to send it and let me reveal you men how it is available in on the board webinar request test so it’s always going to enter the first group which is necessary to understand and after that it can be called concepts or requests being available in and after that i can just go ahead take it and move it to a specific 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 group or another board depending on how you outline your workflow simply to make certain you men 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 compose yes so i can get feedback while you men are listening yay yes yes awesome remarkable awesome i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them also today i’ll just give like a short summary this is the person column as you people understand we have our 7 core columns here and after that we have more fascinating 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 quickly um dale you simply ask assuming one kind can populate several columns on one board yes dell you are right every column that you produce can be almost every column you produce can be in a kind view and individuals 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 top priority one we named it top priority however it’s essentially a rating column um we have actually a. It Management Project 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 then if i have a certain job i’m dealing with i can just link them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i like the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m uncertain if you guys know what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i could show you men remove deadline mode essentially what i wish to do i want to set as due date i want to take the status column but i could take any status column i have for example the. It Management Project Software