This article is focused on answering On Premise Project Management Software …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 use cases for banner and landing page requests think about it more like innovative demands from designers material so on etc 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 e-mail 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 be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that also and finally i’m going to show you dashboards um so let’s start in a minute i just wish to pull up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin incredible alright let’s begin and landing page request i’m assuming
you guys i’m just gon na show um talk about the essentials actually quickly but i make sure you men know that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations 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 customers or jobs and it actually simply depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a short prior to working on an innovative request is using the type so a kind basically takes all your columns and makes it a link that other people can fill out which they can submit 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 develop and i’ll all right let me show you how to create a type but basically this kind can be found in here and then the team lead of the imaginative style team or any other team can designate a particular designer to work on it so let me show you men how to produce and include a form if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people 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 want a file view another way to see um particular things on your board so close the kind view and like i said it takes specific columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can truly simply produce any column with anything that you men require when a creative request can be found in make it a type share the kind sneak peek the program you guys how a form looks like um the name of the request you desire you wish to include a specific brief with a particular i know each company has a particular structure that
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they utilize um when do you require it by the concern and so on etc um you can take this link after put one 2nd let me click the type 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 guys let’s fill it in and you can see um webinar request test i can add a particular apply for example today everything is in the preparation concepts stage and i need the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest top priority i want to send it and let me show 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 necessary to understand and then it can be called requests or concepts coming in and after that i can simply proceed 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 describe your workflow just to make certain you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes incredible amazing remarkable i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them as well now i’ll just offer like a brief summary this is the person column as you people know we have our 7 core columns here and after that we have more interesting 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 presuming one kind can populate numerous columns on one board yes dell you are right every column that you develop can be nearly every column you create can be in a type view and people can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a priority one we called it priority however it’s basically a score column um we have a. On Premise Project Management Software
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file column and we have a tags column what i love about the tag column is if i click on 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 reveal you people 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 project i’m working on i can simply link them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i enjoy the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m unsure 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 remove due date mode essentially what i want to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. On Premise Project Management Software