This article is focused on answering Ngo 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 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 review marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that as well and finally i’m going to show you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wished to show you guys so i have it open and then we’re going to start awesome all right let’s begin and landing page demand i’m assuming
you people i’m just gon na show um discuss the essentials really quickly but i’m sure you men 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 discuss integrations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between clients or jobs and it really simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a quick before dealing with an imaginative request is utilizing the type so a type essentially takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll fine let me show you how to produce a kind however basically this kind can be found in here and after that the group lead of the creative style group or any other team can designate a certain designer to deal with it so let me show you men how to include a type and produce if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you guys inspect the view area since it’s just another way to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i said it takes specific columns not the person column obviously however other columns that you can conceal or make um viewable for the individual that is going to be given 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 kind without filling this information in so you can truly just create any column with anything that you men require when an imaginative demand is available in make it a type share the form preview the program you guys how a form looks like um the name of the demand you want you want to include a specific short with a particular i know each company has a specific structure that
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they use um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click on 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 simply 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 specific declare example today whatever is in the preparation ideas phase and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest concern i wish to send it and let me show you people how it comes in on the board webinar request test so it’s always going to come into the first group which is important to understand and then it can be called concepts or requests being available in and after that i can simply go ahead take it and move it to a specific group that i think it’s relevant 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 on how you detail your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes amazing incredible incredible i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them also but now i’ll simply offer like a short summary this is the individual column as you people know we have our 7 core columns here and then 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy numerous columns on one board yes dell you are appropriate every column that you create can be practically every column you develop can be in a kind view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a concern one we named it top priority but it’s generally a score column um we have a. Ngo Project Management Software
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file column and we have a tags column what i like about the tag column is if i click on 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 search facebook it’s going to do a cross board search let me show you men 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 task i’m dealing with i can just 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 enjoy the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not sure if you people know what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i might reveal you men get rid of deadline mode basically what i wish to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Ngo Project Management Software