This article is focused on answering Meridian 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 reveal you three specific on boards which are use cases for banner and landing page requests consider it more like creative requests from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that also and finally i’m going to reveal you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin remarkable fine let’s begin and landing page demand i’m presuming
you guys i’m simply gon na reveal um discuss the essentials truly rapidly however i’m sure you men know that this is a board each one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this in between customers or projects and it actually just 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 quick before dealing with a creative request is using the kind so a kind essentially takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to create a kind but basically this type comes in here and after that the group lead of the imaginative style team or any other group can designate a certain designer to work on it so let me show you guys how to add a form and develop if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you men inspect the view section due to the fact that it’s simply 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 particular things on your board so close the form view and like i stated it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can upload this file if you want to require it you can always do a checkbox and then they can’t submit the kind without filling this info in so you can really simply create any column with anything that you people require when an imaginative request can be found in make it a form share the type sneak peek the program you men how a kind looks like um the name of the request you want you wish to add a specific brief with a particular i understand each business has a particular structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click on the kind 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 simply show you guys let’s fill it in and you can see um webinar demand test i can include a certain file for example today everything is in the planning ideas phase and i need the imaginative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in highest top priority i wish to submit it and let me reveal you men how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is very important to understand and then it can be called concepts or demands being available in and after that i can just go ahead take it and move it to a certain group that i think it matters 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 outline 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 kind and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes amazing incredible awesome i’m glad you people are listening and understand everything great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them too today i’ll simply provide like a short overview this is the person column as you guys know we have our seven core columns here and after that we have more interesting 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 presuming one kind can populate a number of columns on one board yes dell you are appropriate every column that you develop can be practically every column you develop can be in a type view and individuals can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a top priority one we called it concern but it’s generally a score column um we have a. Meridian Project Management Software
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file column and we have a tags column what i enjoy 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 reveal you guys 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 project i’m dealing with 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 incredibly cool and i love i love the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m unsure if you men 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 undo this so i could show you people get rid of due date mode generally what i wish to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Meridian Project Management Software