This article is focused on answering Merlin 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 particular on boards which are usage cases for banner and landing page demands think about it more like innovative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you people that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to begin amazing okay let’s start and landing page demand i’m presuming
you guys i’m simply gon na show um talk about the essentials really rapidly however i’m sure you people understand 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 way i divided my board here is between months but you can do this in between projects or customers and it really simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool way to get a brief before dealing with an innovative demand is utilizing the kind so a form basically takes all your columns and makes it a link that other individuals can complete 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 desire the designer to develop and i’ll fine let me reveal you how to develop a type however generally this type comes in here and after that the team lead of the imaginative design group or any other group can designate a particular designer to work on it so let me show you men how to produce and add a form 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 add view i suggest you men inspect the view section since it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the form view and like i said it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can submit this file if you wish to need it you can constantly do a checkbox and then they can’t send the form without filling this details in so you can really just create any column with anything that you people require when a creative request can be found in make it a form share the kind preview the show you guys how a form looks like um the name of the demand you desire you wish to include a specific short with a certain i understand each company has a certain structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one second let me click on the kind 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 add a particular apply for example right now everything remains in the preparation ideas phase and i need the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest top priority i want to submit it and let me reveal you guys how it can be found in on the board webinar demand test so it’s constantly going to come into the first group which is necessary to understand and then it can be called concepts or requests coming in and after that i can simply go on take it and move it to a certain group that i think it matters 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 detail your workflow simply to make sure you people 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 write yes so i can get feedback while you men are listening yay yes yes awesome awesome amazing i’m glad you people are listening and understand everything fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them too now i’ll simply give like a short introduction this is the individual column as you men know we have our seven 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 product itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy numerous columns on one board yes dell you are proper every column that you develop can be nearly every column you develop can be in a type view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a top priority one we called it top priority however it’s essentially a score column um we have a. Merlin 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 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 show you guys 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 specific job i’m working on i can merely connect them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i love the tech college let me just leave here [Music] all right um [Music] and yeah and i’m uncertain if you guys understand what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i might reveal you people get rid of due date mode generally what i wish to do i wish to set as due date i wish to take the status column but i might take any status column i have for example the. Merlin Project Management Software