This article is focused on answering Kepner Tregoe 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 show you 3 specific on boards which are use cases for banner and landing page demands consider it more like imaginative demands from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys that too and lastly i’m going to show you control panels um so let’s start in a minute i just want to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin remarkable fine let’s begin and landing page request i’m presuming
you guys i’m simply gon na reveal um talk about the fundamentals truly rapidly but i make sure you men know 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 integrations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between projects or customers and it actually just depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short before working on a creative request is utilizing the kind so a form basically takes all your columns and makes it a link that other people can submit which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll alright let me show you how to produce a type however generally this form comes in here and then the team lead of the creative style team or any other group can appoint a certain designer to deal with it so let me reveal you men how to add a type and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you guys examine the view section because it’s just another method to show 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 type view and like i stated it takes specific columns not the person column obviously but 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 need it you can constantly do a checkbox and then they can’t send the type without filling this info in so you can actually simply produce any column with anything that you men require when an innovative demand is available in make it a kind share the kind sneak peek the show you people how a type looks like um the name of the demand you desire you wish to include a particular short with a particular i understand each company 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 second let me click on 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 just make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a particular apply for example today everything is in the preparation ideas stage and i need the imaginative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest concern i want to send it and let me show you guys how it is available in on the board webinar request test so it’s constantly going to enter the first group which is essential to know and after that it can be called concepts or requests being available in and then i can just go on take it and move it to a specific group that i think it’s relevant 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 on how you detail your workflow just 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 just write yes so i can get feedback while you guys are listening yay yes yes amazing amazing awesome i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them as well but now i’ll simply provide like a quick overview this is the individual column as you men know we have our 7 core columns here and then 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 item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one kind can occupy numerous columns on one board yes dell you are proper every column that you create can be almost every column you create can be in a kind view and individuals can fill it out and it is available in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we called it priority however it’s essentially a ranking column um we have actually a. Kepner Tregoe Project Management 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 search 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 specifically i can see that it’s another board and after that if i have a certain project i’m working on i can merely link them with tags and after that 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 just get out of here [Music] okay 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 way i linked them together and did due date mode is let me undo this so i might show you people remove due date mode essentially what i wish to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Kepner Tregoe Project Management Software