This article is focused on answering One Point 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 3 specific on boards which are use cases for banner and landing page demands consider it more like imaginative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you men that also and lastly 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 guys so i have it open and then we’re going to start amazing alright let’s start and landing page request i’m presuming
you men i’m simply gon na reveal um speak about the essentials actually rapidly however i make certain 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 in between months however you can do this between tasks or customers and it truly just 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 an imaginative demand is using the type so a form 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 searching for the size of uh the banner that they desire the designer to create and i’ll all right let me reveal you how to create a form however essentially this kind can be found in here and then the team lead of the creative design team or any other team can assign a particular designer to work on it so let me show you guys how to develop and include a type 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 recommend you people examine 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 desire a file view another method to see um certain things on your board so close the kind view and like i said it takes certain columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be provided the form they can submit this file if you wish to require it you can always do a checkbox and after that they can’t send the type without filling this information in so you can really just produce any column with anything that you guys require when a creative demand comes in make it a form share the type sneak peek the program you men how a type appears like um the name of the demand you desire you wish to add a particular quick with a certain i understand each company has a specific structure that
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they use um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd 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 simply make look i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can add a specific apply for example right now everything remains in the preparation concepts phase and i need the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in highest priority i wish to submit it and let me show you men how it comes in on the board webinar request test so it’s constantly going to come into the first group which is essential to understand and after that it can be called concepts or demands coming in and then i can simply proceed take it and move it to a certain group that i think it’s relevant 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 on how you detail your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes amazing remarkable awesome i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them too and now i’ll simply provide like a short overview this is the individual column as you men know we have our 7 core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one kind can occupy a number of columns on one board yes dell you are right every column that you create can be almost every column you create 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 called it priority however it’s basically a rating column um we have actually a. One Point 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 today 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 people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a particular job i’m working on i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m unsure if you men know what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i could reveal you men get rid of deadline mode essentially what i wish to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. One Point Project Management Software