This article is focused on answering It Project Management Software Tools …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 three specific on boards which are use cases for banner and landing page requests consider 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 desire kimberly um and we’re going to go over marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you men that also and lastly i’m going to show you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to begin awesome okay let’s start and landing page demand i’m presuming
you people i’m just gon na reveal um discuss the basics really rapidly but 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 go over integrations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this in between projects or clients and it really just depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a quick prior to dealing with a creative demand is using the type so a kind essentially takes all your columns and makes it a link that other people 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 desire the designer to create and i’ll okay let me reveal you how to create a type but generally this kind can be found in here and then the team lead of the innovative style team or any other group can designate a particular designer to work on it so let me reveal you men how to include a kind and develop if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you people check the view area because it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the form view and like i said it takes specific columns not the individual column naturally but other columns that you can hide or make um viewable for the person that is going to be given the type they can submit this file if you wish to require it you can always do a checkbox and then they can’t send the form without filling this information in so you can truly just develop any column with anything that you men require when an innovative demand comes in make it a type share the type preview the show you people how a type looks like um the name of the demand you desire you want to add a specific short with a certain i understand each company has a specific structure that
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they use um when do you need it by the concern 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 appearance i’ll just show you men let’s fill it in and you can see um webinar request test i can include a certain declare example today whatever is in the planning concepts phase and i require the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest top priority i wish to send it and let me show you people how it can be found in on the board webinar demand test so it’s always going to come into the very first group which is necessary to know and then it can be called concepts or requests can be found in and then i can simply go ahead take it and move it to a certain group that i think 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 describe your workflow just to make sure you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes incredible awesome awesome i’m glad you guys 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 as well and now i’ll just offer like a brief overview this is the individual column as you men understand we have our seven core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy a number of columns on one board yes dell you are proper every column that you produce can be nearly every column you develop can be in a form view and individuals can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a concern one we named it top priority but it’s generally a ranking column um we have a. It Project Management Software Tools
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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 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 particular project i’m dealing with i can simply connect them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i love the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m uncertain if you men 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 due date mode is let me reverse this so i might show you men remove deadline mode basically what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. It Project Management Software Tools