This article is focused on answering Meridian Systems Project Management Software …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 show you 3 specific on boards which are usage cases for banner and landing page requests think about it more like innovative requests from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wished to show you people so i have it open and then we’re going to start remarkable alright let’s begin and landing page demand i’m assuming
you guys i’m just gon na show um talk about the essentials truly quickly however i make certain you guys know that this is a board every one of these are called each row and a group is called a product today we’re going to review integrations automations views and a lot more fun stuff so the method i divided my board here is between months but you can do this between customers or tasks and it really simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a brief before working on a creative demand is using the type so a form generally takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll okay let me reveal you how to develop a type but essentially this type is available in here and after that the group lead of the innovative design team or any other team can appoint a specific designer to work on it so let me show you people how to develop and include a type if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you men inspect the view area because it’s simply another way to reveal 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 specific things on your board so close the type view and like i stated it takes specific columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can publish this file if you want to require it you can always do a checkbox and then they can’t send the type without filling this info in so you can actually simply create any column with anything that you people need when a creative request comes in make it a form share the form sneak peek the program you men how a type looks like um the name of the demand you desire you wish to include a particular short with a specific i understand each business has a particular structure that
gantt charts project management tool monday.com alternatives
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 form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can add a certain file for example today everything is in the planning ideas stage and i require the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest priority i want to send it and let me show you people how it can be found in on the board webinar demand test so it’s constantly going to enter into the first group which is very important to understand and then it can be called demands or concepts can be found in and after that i can simply proceed take it and move it to a specific group that i believe 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 group or another board depending upon how you describe your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes remarkable awesome remarkable i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too but now i’ll simply give like a brief overview this is the person column as you people know we have our 7 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 also on the item itself and also as a view we’ll get to that um soon um dale you just ask presuming one kind can populate numerous columns on one board yes dell you are right every column that you create can be almost every column you create can be in a form view and people can fill it out and it is available in as an item on the board great so this is our column center what we use here is a top priority one we named it top priority however it’s generally a score column um we have actually a. Meridian Systems Project Management Software
monday.com, project management, tool, software application, rates, asana, apps, trello, kanban, microsoft, automations, service, crm, user, project management software application, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.
file column and we have a tags column what i enjoy about the tag column is if i click this right now 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 guys 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 certain project i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m unsure if you people know what this is however 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 could reveal you guys get rid of deadline mode basically what i wish to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Meridian Systems Project Management Software