This article is focused on answering Management Project Software Tool …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 specific on boards which are use cases for banner and landing page demands think about it more like innovative demands from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you people that as well and finally i’m going to show you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and then we’re going to begin remarkable all right let’s start and landing page demand i’m presuming
you people i’m simply gon na reveal um talk about the fundamentals actually rapidly but i’m sure you men understand that this is a board every one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more fun things so the method i divided my board here is between months however you can do this in between customers or jobs and it actually just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a short prior to dealing with a creative demand is using the kind so a type 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 trying to find the size of uh the banner that they desire the designer to develop and i’ll all right let me show you how to create a kind however essentially this form comes in here and then the group lead of the creative style team or any other team can appoint a certain designer to deal with it so let me show you men how to add a kind and create if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people inspect the view section since it’s just another method to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the type view and like i stated it takes specific columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be given the form they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t send the form without filling this info in so you can truly just create any column with anything that you men need when a creative demand comes in make it a kind share the kind preview the show you guys how a type appears like um the name of the demand you desire you want to add a certain brief with a certain i understand each business has a particular structure that
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they utilize um when do you need it by the concern and so on etc 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 reveal you guys let’s fill it in and you can see um webinar request test i can include a specific file for example today everything is in the preparation ideas phase and i need the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in highest concern i want to submit it and let me show you men how it is available in on the board webinar demand test so it’s constantly going to enter the very first group which is necessary to understand and then it can be called demands or concepts being available in and then i can just proceed take it and move it to a certain group that i believe 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 board or another group depending upon how you describe your workflow just 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 write yes so i can get feedback while you people are listening yay yes yes remarkable incredible amazing i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them too now i’ll simply offer 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 intriguing 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 quickly um dale you just ask assuming one type can populate a number of columns on one board yes dell you are appropriate every column that you create can be nearly every column you produce can be in a form view and individuals 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 utilize here is a top priority one we named it priority but it’s essentially a ranking column um we have a. Management Project Software Tool
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file column and we have a tags column what i love 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 reveal 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 certain task i’m working on i can merely connect them with tags and after that i can cross board search it to what it matters for so i discover that extremely cool and i love i love the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m uncertain if you guys know 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 reverse this so i might reveal you men eliminate deadline mode basically what i wish to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Management Project Software Tool