This article is focused on answering Open Source Project Management Online Software …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests think about it more like innovative demands from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that as well and finally i’m going to reveal you control panels um so let’s start 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 after that we’re going to start remarkable fine let’s start and landing page request i’m presuming
you people i’m simply gon na show um talk about the fundamentals truly quickly however i’m sure you men know that this is a board every one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this in between jobs or clients and it actually simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a quick prior to working on an innovative demand is utilizing the kind so a type basically takes all your columns and makes it a link that other people can complete which they can upload 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 okay let me reveal you how to develop a form however generally this form is available in here and after that the team lead of the imaginative design group or any other team can appoint a particular designer to deal with it so let me show you guys how to add a type and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys inspect the view area because it’s just another way to show um all your products 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 particular columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be offered the type they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can really simply develop any column with anything that you men require when a creative demand comes in make it a form share the type preview the show you guys how a form looks like um the name of the demand you desire you wish to add a certain quick with a certain i know each company has a certain structure that
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they use um when do you need it by the concern and so on etc um you can take this link after put one second let me click the type 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 appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a specific declare example today whatever is in the planning concepts stage and i require the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in highest top priority i want to send it and let me show you people 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 important to understand and after that it can be called concepts or requests can be found in and then i can simply proceed take it and move it to a particular group that i believe it matters 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 upon how you detail your workflow simply 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 form and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes incredible incredible awesome i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them also but now i’ll simply offer like a short overview this is the person column as you people understand we have our seven 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 likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one type can populate a number of columns on one board yes dell you are proper every column that you develop can be practically every column you produce can be in a type view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we use here is a concern one we named it top priority however it’s basically a ranking column um we have a. Open Source Project Management Online Software
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file column and we have a tags column what i enjoy 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 show 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 job 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 very cool and i love i like the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not exactly 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 deadline mode is let me undo this so i could show you people eliminate due date mode essentially what i want to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Open Source Project Management Online Software