This article is focused on answering Open Source Project Management Software For Multiple Projects …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced 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 about it more like innovative demands from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i just want to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to begin amazing okay let’s begin and landing page demand i’m assuming
you guys i’m simply gon na show um talk about the basics actually quickly however i make sure you guys understand 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 go over integrations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this in between tasks or clients and it really just depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief before dealing with an innovative demand is using the form so a form basically takes all your columns and makes it a link that other individuals can submit 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 create and i’ll fine let me show you how to create a form however essentially this form comes in here and then the group lead of the creative design group or any other team can designate a specific designer to work on it so let me reveal you guys how to create and include a type if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you people check the view section due to the fact that it’s simply another way to reveal 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 specific things on your board so close the kind view and like i said it takes specific columns not the individual column naturally but other columns that you can hide or make um viewable for the person that is going to be given the form they can upload this file if you wish to require it you can always do a checkbox and after that they can’t send the form without filling this info in so you can actually simply create any column with anything that you people need when a creative demand can be found in make it a kind share the kind sneak peek the program you guys how a form looks like um the name of the request you want you want to include a specific quick with a particular i understand each company has a certain structure that
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they utilize um when do you need it by the top priority and so on and so forth 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 site copy it send it to whoever let’s just make look i’ll just show you men let’s fill it in and you can see um webinar request test i can include a specific apply for example right now everything remains in the planning ideas phase and i require the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in highest concern i wish to send it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is very important to understand and then it can be called demands or concepts being available in and after that i can just proceed take it and move it to a certain 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 detail your workflow just to ensure 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 just write yes so i can get feedback while you people are listening yay yes yes incredible awesome amazing i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them too today i’ll simply provide like a quick 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 product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy a number of columns on one board yes dell you are correct every column that you create can be nearly every column you produce can be in a kind view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a concern one we called it concern but it’s basically a rating column um we have a. Open Source Project Management Software For Multiple Projects
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file column and we have a tags column what i love 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 reveal you guys 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 specific task i’m working on i can just connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i like the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m unsure if you men know what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i might reveal you men eliminate deadline mode essentially what i wish to do i want 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 Multiple Projects