This article is focused on answering Open Source Project Management Software Open Source …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are usage cases for banner and landing page requests consider it more like innovative demands from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to start amazing fine let’s start and landing page request i’m assuming
you guys i’m just gon na show um discuss the basics really rapidly however i make certain you men understand that this is a board each one of these are called a group and each row is called an item today we’re going to discuss combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this between jobs or clients and it actually just depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief prior to dealing with an imaginative request is utilizing the form so a kind basically takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll fine let me reveal you how to develop a kind however basically this type comes in here and after that the team lead of the innovative style group or any other group can assign a specific designer to deal with it so let me show you men how to add a type and create if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you guys examine the view section because it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the form view and like i said it takes particular columns not the person column naturally however other columns that you can hide or make um viewable for the person that is going to be offered the form they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this information in so you can truly just develop any column with anything that you people require when an innovative demand can be found in make it a type share the kind sneak peek the program you people how a kind looks like um the name of the demand you desire you wish to include a specific brief with a particular i know each business has a specific structure that
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they use um when do you require it by the priority and so on etc um you can take this link after put one second let me click on the form 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 show you people let’s fill it in and you can see um webinar demand test i can include a specific declare example right now everything remains in the planning concepts stage and i need the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest concern i want to submit it and let me reveal you people how it is available in on the board webinar demand test so it’s constantly going to enter into the first group which is essential to know and after that it can be called demands or ideas can be found in and after that i can simply go ahead take it and move it to a particular group that i think it matters 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 outline 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 comprehended the kind and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes awesome remarkable awesome i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them also and now i’ll simply provide like a brief summary this is the individual column as you guys know we have our 7 core columns here and then we have more fascinating 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 type can populate several columns on one board yes dell you are proper every column that you develop can be almost every column you develop can be in a kind view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a top priority one we called it priority however it’s basically a ranking column um we have actually a. Open Source Project Management Software Open Source
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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 reveal you guys how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a certain task i’m dealing with i can simply link them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i like the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m uncertain if you guys 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 reverse this so i might reveal you guys eliminate due date mode essentially what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Open Source Project Management Software Open Source