This article is focused on answering Minimalist Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have an advanced 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 of it more like imaginative demands from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that too and last but not least i’m going to show you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wanted to show you guys so i have it open and then we’re going to start incredible all right let’s start and landing page request i’m assuming
you men i’m simply gon na show um discuss the essentials actually rapidly however i’m sure you guys understand 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 review combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this in between clients or tasks and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a short before dealing with a creative demand is utilizing the type 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 searching for the size of uh the banner that they want the designer to create and i’ll all right let me reveal you how to create a kind but essentially this type can be found in here and after that the group lead of the innovative design team or any other group can assign a particular designer to work on it so let me show you guys how to create and add a form if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people check the view section due to the fact that it’s simply another way to reveal 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 certain columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be given the type they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t submit the kind without filling this info in so you can truly simply create any column with anything that you people require when an innovative demand is available in make it a type share the type sneak peek the show you guys how a kind appears like um the name of the request you desire you want to include a specific short with a specific i understand each business has a particular 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 second let me click the type 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 look i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a particular apply for example right now 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’s in highest priority i wish to submit it and let me show you men how it is available in on the board webinar request test so it’s constantly going to come into the first group which is important to know and then it can be called ideas or demands being available in and then i can simply go ahead take it and move it to a particular 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 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 write yes so i can get feedback while you guys are listening yay yes yes amazing incredible amazing i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them too and now i’ll just provide like a quick introduction this is the person 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 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 occupy several columns on one board yes dell you are right every column that you develop can be almost every column you create can be in a type view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we use here is a priority one we called it priority but it’s generally a ranking column um we have a. Minimalist 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 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 particularly i can see that it’s another board and then if i have a certain project i’m dealing with i can simply 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 simply leave here [Music] okay um [Music] and yeah and i’m unsure if you guys 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 deadline mode is let me reverse this so i could reveal you people eliminate deadline mode essentially what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Minimalist Project Management Software