This article is focused on answering Learning Tree 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 3 particular on boards which are usage cases for banner and landing page requests think about it more like creative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that as well and finally i’m going to show you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wished to show you men so i have it open and after that we’re going to start awesome fine let’s begin and landing page request i’m presuming
you men i’m simply gon na show um talk about the essentials truly rapidly but i make sure you guys 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 discuss combinations automations views and a lot more fun things so the method i divided my board here is between months however you can do this between customers or jobs and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick before working on an innovative request is utilizing the type so a form 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 trying to find the size of uh the banner that they desire the designer to develop and i’ll okay let me show you how to produce a kind but generally this kind is available in here and after that the team lead of the imaginative style team or any other team can assign a specific designer to work on it so let me reveal you men how to create and include a type if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people check the view section since it’s just another way to show um all your products just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the type view and like i said it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the person that is going to be provided the kind they can submit this file if you wish to require it you can always do a checkbox and after that they can’t submit the kind without filling this info in so you can truly simply produce any column with anything that you guys require when a creative request comes in make it a type share the type preview the show you people how a kind appears like um the name of the demand you want you wish to include a specific quick with a specific i know each company has a certain structure that
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they utilize um when do you need it by the concern 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 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 demand test i can include a particular file for example today whatever remains in the preparation ideas stage and i need the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest priority i wish to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s always going to enter into the first group which is important to understand and then it can be called ideas or demands coming in and then i can simply proceed take it and move it to a particular 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 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 just compose yes so i can get feedback while you guys are listening yay yes yes incredible awesome incredible i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them as well and now i’ll just give like a brief introduction this is the individual column as you guys know we have our seven core columns here and then 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 also as a view we’ll get to that um soon um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are proper every column that you develop can be almost every column you create can be in a form view and people can fill it out and it comes in as an item on the board great so this is our column center what we use here is a priority one we named it top priority but it’s basically a score column um we have a. Learning Tree Software Project Management
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file column and we have a tags column what i enjoy 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 browse 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 then if i have a particular project i’m working on i can simply link them with tags and then i can cross board search it to what it’s relevant for so i discover that very cool and i love i like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you people know what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i could show you guys eliminate deadline mode basically 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. Learning Tree Software Project Management