This article is focused on answering Open Source Project Management Software For Freelancers …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 reveal you three specific on boards which are usage cases for banner and landing page requests think of it more like imaginative requests from designers content so on and so forth copywriters um a social networks 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 email marketing um stability that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that too and finally i’m going to reveal you control panels um so let’s begin 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 after that we’re going to start amazing okay let’s start and landing page demand i’m presuming
you men i’m just gon na reveal um talk about the basics actually quickly but i make sure you men understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over 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 in between customers or projects and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a quick prior to dealing with a creative demand is using the type so a kind basically takes all your columns and makes it a link that other people can submit which they can publish 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 alright let me reveal you how to develop a type but basically this kind is available in here and after that the team lead of the imaginative design team or any other group can appoint a specific designer to work on it so let me show you people how to add a kind and produce 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 include 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 just see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind view and like i said it takes specific columns not the person column obviously but other columns that you can hide or make um viewable for the person that is going to be offered the kind they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this details in so you can actually simply create any column with anything that you men require when a creative request is available in make it a kind share the form preview the program you people how a form appears like um the name of the request you desire you wish to add a certain brief with a specific i understand each business has a particular structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one second let me click on 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 just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a specific declare example right now everything is in the planning concepts phase and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest priority i wish to submit it and let me reveal you guys how it comes in on the board webinar demand test so it’s always going to enter the first group which is important to understand and then it can be called requests or ideas can be found in and after that i can just go on take it and move it to a specific 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 board or another group depending on how you outline your workflow simply to ensure you men 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 just compose yes so i can get feedback while you people are listening yay yes yes awesome incredible awesome i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them also now i’ll just offer like a brief summary this is the individual column as you guys know we have our seven 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 also on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are appropriate every column that you develop can be almost every column you develop can be in a kind view and people can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a top priority one we called it priority however it’s generally a rating column um we have a. Open Source Project Management Software For Freelancers
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file column and we have a tags column what i enjoy about the tag column is if i click 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 specifically i can see that it’s another board and after that if i have a certain task 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 very cool and i love i like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not exactly sure if you guys understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i could show you people get rid of deadline mode essentially what i want to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Open Source Project Management Software For Freelancers