This article is focused on answering Merlin Project Management Software For Mac …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage 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 preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek 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 too and lastly i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start amazing all right let’s begin and landing page request i’m assuming
you men i’m just gon na reveal um discuss the essentials actually rapidly however i make certain you people 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 discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this in between tasks or clients and it really simply 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 working on a creative demand is utilizing the kind so a type essentially takes all your columns and makes it a link that other individuals 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 want the designer to produce and i’ll fine let me reveal you how to produce a type however generally this form is available in here and then the group lead of the innovative design team or any other group can assign a certain designer to work on it so let me reveal you people how to develop and include a form 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 include view i recommend you guys check the view area due to the fact that it’s simply another method to show um all your items simply 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 stated it takes certain columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can submit this file if you wish to need it you can always do a checkbox and after that they can’t send the type without filling this details in so you can truly simply develop any column with anything that you people need when a creative request is available in make it a type share the form preview the show you guys how a type appears like um the name of the demand you want you wish to add a certain brief with a certain i know each business has a specific structure that
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they utilize um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd 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 people let’s fill it in and you can see um webinar request test i can include a particular file for example today whatever is in the preparation ideas stage and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest concern i wish to send it and let me reveal you men how it comes in on the board webinar request test so it’s constantly going to enter the very first group which is important to know and then it can be called demands or ideas can be found in and after that i can just go on take it and move it to a specific group that i believe it matters for in this case it requires 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 describe your workflow just to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes incredible incredible incredible i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them too now i’ll simply provide like a brief introduction this is the person column as you men understand we have our 7 core columns here and after that we have more fascinating 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 soon um dale you just ask presuming one kind can occupy a number of columns on one board yes dell you are right every column that you create can be nearly every column you produce can be in a kind view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a priority one we called it priority but it’s essentially a score column um we have actually a. Merlin Project Management Software For Mac
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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 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 certain job 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 very cool and i love i like the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not exactly sure 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 reverse this so i might show you men eliminate deadline mode essentially what i want to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Merlin Project Management Software For Mac