This article is focused on answering Leadership 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 specific on boards which are use cases for banner and landing page demands consider it more like innovative requests from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you men that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i simply 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 start awesome okay let’s begin and landing page demand i’m assuming
you people i’m just gon na show um discuss the basics actually rapidly but i’m sure you men understand that this is a board each one of these are called each row and a group is called a product today we’re going to discuss combinations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this between customers or projects and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a brief prior to dealing with an imaginative demand is using the kind so a type essentially takes all your columns and makes it a link that other people can complete 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 fine let me reveal you how to produce a type but generally this kind can be found in here and after that the team lead of the creative style group or any other group can assign a particular designer to deal with it so let me reveal you people how to include a type and create if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys check the view area due to the fact that it’s simply another way to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i said it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be provided the form they can upload this file if you want to require it you can always do a checkbox and after that they can’t submit the kind without filling this information in so you can truly just produce any column with anything that you guys need when a creative request is available in make it a kind share the kind sneak peek the program you guys how a kind looks like um the name of the request you desire you wish to add a certain brief with a specific i understand each company has a specific structure that
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they utilize 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 type 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 men let’s fill it in and you can see um webinar request test i can add a particular declare example right now everything is in the preparation concepts phase and i require the innovative department to help me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest top priority i want to send it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to enter the very first group which is necessary to know and then it can be called ideas or requests being available in and then i can simply go on take it and move it to a certain group that i think it matters for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on how you detail your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes incredible incredible awesome i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them too now i’ll just give like a short summary this is the person column as you people understand we have our seven 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 item itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy a number of columns on one board yes dell you are right every column that you produce can be almost every column you develop can be in a form view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a concern one we called it priority but it’s basically a score column um we have a. Leadership 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 search facebook it’s going to do a cross board search let me show you people 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 specific task i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i love the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure if you guys understand what this is however 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 undo this so i might show you guys remove due date mode essentially what i wish to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Leadership Software Project Management