This article is focused on answering Monday Project Management Platform …I’m a customer success supervisor 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 use cases for banner and landing page requests think of it more like innovative demands from designers material 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 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 sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that as well and finally i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wanted to reveal you guys so i have it open and then we’re going to begin incredible all right let’s start and landing page demand i’m assuming
you guys i’m just gon na show um speak about the fundamentals actually rapidly however i’m sure you people know that this is a board each one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this between tasks or customers and it really simply depends on your workflow and the way we did it here to you can do it any way you want but a cool way to get a short before working on a creative request is using the type so a type generally takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll fine let me show you how to develop a type but essentially this form comes in here and after that the group lead of the imaginative design team or any other group can designate a specific designer to work on it so let me show you people how to include a form and create 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 add view i advise you people check the view section due to the fact that it’s just another method to reveal 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 specific things on your board so close the form view and like i stated it takes particular 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 given the kind they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t send the form without filling this information in so you can truly simply produce any column with anything that you people need when an innovative request comes in make it a kind share the kind preview the program you guys how a form appears like um the name of the demand you want you wish to add a particular quick with a specific i know each company has a particular structure that
gantt charts project management tool monday.com alternatives
they use um when do you require it by the priority and so on etc um you can take this link after put one 2nd let me click on 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 just make look i’ll just reveal you men let’s fill it in and you can see um webinar request test i can add a particular declare example right now everything is in the preparation ideas phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest concern i want to submit it and let me reveal you men how it is available in on the board webinar demand test so it’s always going to enter into the very first group which is essential to understand and after that it can be called requests or concepts being available in and then i can simply go on take it and move it to a particular group that i believe it’s relevant for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another group or another board depending on how you detail your workflow just to ensure 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 amazing amazing remarkable i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them too but now i’ll simply provide like a short introduction this is the person column as you guys know we have our seven 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 simply ask assuming one form can populate several columns on one board yes dell you are right every column that you produce can be almost every column you develop can be in a type view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a top priority one we called it concern however it’s essentially a rating column um we have actually a. Monday Project Management Platform
monday.com, job management, tool, software application, rates, asana, apps, trello, kanban, microsoft, automations, option, crm, user, job management software, gantt charts, basecamp, business, button, api, kanban board, airtable, dashboard.
Monday Project Management Platform