This article is focused on answering Open Source Building 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 particular on boards which are usage cases for banner and landing page requests consider it more like imaginative demands from designers material so on etc copywriters um a social media planning and style 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 email marketing um integrity that we have with mailchimp and then i wish to show you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and last but not least i’m going to reveal you control panels um so let’s start in a minute i just wish to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to start remarkable fine let’s begin and landing page request i’m assuming
you men i’m simply gon na reveal um discuss the basics truly quickly but i make sure you guys know that this is a board every one of these are called a group and each row is called an item today we’re going to go over 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 customers or projects and it actually simply depends on your workflow and the method we did it here to you can do it any way you want however a cool way to get a short prior to dealing with an imaginative demand is using the form so a type generally takes all your columns and makes it a link that other individuals 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 produce and i’ll fine let me show you how to produce a form however essentially this kind can be found in here and after that the team lead of the imaginative design group or any other group can appoint a certain designer to deal with it so let me reveal you men how to add a kind and develop if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i recommend you men check the view section because it’s simply another method to reveal um all your products simply 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 said it takes particular columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be offered the type they can publish this file if you want to require it you can constantly do a checkbox and then they can’t send the form without filling this info in so you can truly simply create any column with anything that you men require when an innovative demand can be found in make it a type share the form preview the program you men how a type looks like um the name of the demand you desire you wish to add a specific quick with a specific i know each company has a certain 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 form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can include a particular apply for example right now whatever is in the preparation ideas stage and i require the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest concern i wish to submit it and let me show you guys how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is essential to know and then it can be called requests or concepts coming in and after that i can just 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 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 detail your workflow just to make sure 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 simply compose yes so i can get feedback while you men are listening yay yes yes incredible incredible amazing i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them too today i’ll just offer like a quick summary this is the individual column as you people understand we have our 7 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 product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy several columns on one board yes dell you are proper every column that you develop can be almost every column you produce can be in a type view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a concern one we called it priority however it’s essentially a ranking column um we have a. Open Source Building 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 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 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 specific project i’m working on i can merely 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 like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not sure if you men 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 due date mode is let me reverse this so i could show you people eliminate deadline mode essentially what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Open Source Building Project Management Software