This article is focused on answering Manage Goals Software Management Project …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests think about it more like creative requests from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to reveal you men so i have it open and after that we’re going to start incredible fine let’s begin and landing page request i’m presuming
you guys i’m just gon na reveal um discuss the essentials truly quickly but i make sure you guys know 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 go over integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between customers or jobs and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool way to get a short before working on an imaginative request is using the form so a kind basically takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll alright let me show you how to develop a kind but basically this kind comes in here and after that the team lead of the innovative style team or any other group can assign a specific designer to deal with it so let me show you people how to add a kind and produce if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you guys check the view area due to the fact that it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the type view and like i said it takes specific columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be offered the kind they can publish 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 details in so you can truly just produce any column with anything that you men need when an innovative demand comes in make it a form share the type preview the program you guys how a kind appears like um the name of the demand you want you wish to add a certain brief with a particular i know each business has a specific structure that
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they use um when do you need it by the top priority and so on etc 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 site copy it send it to whoever let’s simply make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a certain apply for example right now everything is in the planning concepts stage and i need 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 concern i wish to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s constantly going to enter into the very first group which is essential to understand and then it can be called concepts or demands can be found in and then i can just go ahead 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 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 outline your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes incredible remarkable remarkable i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them too today i’ll just provide like a short summary this is the individual column as you men 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one form can occupy a number of columns on one board yes dell you are correct every column that you create can be nearly every column you produce can be in a type view and people can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a priority one we named it concern however it’s essentially a rating column um we have actually a. Manage Goals Software Management Project
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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 browse facebook it’s going to do a cross board search let me reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain task i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i like the tech college let me simply leave here [Music] alright 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 method i connected them together and did due date mode is let me undo this so i might show you guys eliminate due date mode generally what i wish to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Manage Goals Software Management Project