This article is focused on answering It Project And Portfolio Management Software Applications Worldwide …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page demands think of it more like innovative demands from designers content so on and so forth copywriters um a social media 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 reveal you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that as well and lastly i’m going to reveal you control panels um so let’s begin 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 then we’re going to begin amazing all right let’s begin and landing page demand i’m presuming
you guys i’m simply gon na show um talk about the basics truly quickly however i make sure you people know that this is a board every one of these are called each row and a group is called an item today we’re going to go over integrations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between clients or projects and it actually 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 before dealing with an imaginative demand is utilizing the form so a kind generally 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 desire the designer to develop and i’ll alright let me reveal you how to produce a type but basically this kind comes in here and then the team lead of the creative design team or any other group can appoint a particular designer to deal with it so let me reveal you men how to add a kind and create if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people inspect 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 method to see um particular things on your board so close the type view and like i stated it takes certain columns not the individual column obviously however other columns that you can hide or make um viewable for the person 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 form without filling this information in so you can really simply develop any column with anything that you people require when an innovative demand is available in make it a kind share the kind preview the program you men how a form appears like um the name of the demand you want you want to add a certain brief with a specific i know each business has a particular structure that
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they utilize um when do you require it by the top priority and so on and so forth um you can take this link after put one 2nd let me click the type i can share it i can get this link or embed it in a site 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 add a particular declare example right now whatever is in the planning concepts stage and i need the creative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest top priority i wish to submit it and let me reveal you guys 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 very important to know and after that it can be called demands or concepts can be found in and after that i can just proceed take it and move it to a specific group that i think it matters 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 upon how you detail your workflow just to ensure 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 just compose yes so i can get feedback while you guys are listening yay yes yes incredible awesome amazing i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them as well today i’ll simply give like a quick introduction this is the individual column as you people 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 product itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one kind can populate several columns on one board yes dell you are appropriate every column that you create 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 a product on the board excellent so this is our column center what we utilize here is a top priority one we named it priority however it’s essentially a score column um we have a. It Project And Portfolio Management Software Applications Worldwide
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file column and we have a tags column what i love 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 guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a particular task i’m dealing with i can just connect them with tags and then i can cross board search it to what it’s relevant for so i find that extremely cool and i love i enjoy the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m unsure if you people know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might reveal you guys get rid of deadline mode basically what i want 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. It Project And Portfolio Management Software Applications Worldwide