This article is focused on answering Open Workbench 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 reveal you 3 specific on boards which are use cases for banner and landing page requests think of it more like imaginative requests from designers material 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 review marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i want to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that too and last but not least i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to start amazing fine let’s start and landing page request i’m assuming
you guys i’m just gon na reveal um talk about the basics really quickly but i make sure you people understand that this is a board each one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this between tasks or customers and it really simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a short before dealing with an innovative demand is using 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 trying to find the size of uh the banner that they desire the designer to develop and i’ll okay let me reveal you how to develop a type but essentially this form comes in here and then the group lead of the innovative style team or any other team can designate a particular designer to work on it so let me reveal you men how to include a kind and produce if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you guys inspect the view area because it’s just another method to reveal um all your items simply 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 type view and like i said it takes specific columns not the person column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the form they can upload this file if you want to require it you can always do a checkbox and then they can’t send the form without filling this information in so you can truly just produce any column with anything that you guys require when an imaginative request comes in make it a kind share the form preview the program you guys how a form looks like um the name of the demand you want you want to add a certain short with a certain i know each company has a particular structure that
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they use 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 website copy it send it to whoever let’s simply make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can include a specific apply for example today everything is in the preparation concepts stage and i need the innovative department to help me it’s right now where i’m working on it i require it by might 23rd and it’s in greatest concern i wish to send 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 come into the very first group which is important to understand and then it can be called ideas or requests can be found in and then i can simply 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 describe your workflow simply to make certain you men 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 simply write yes so i can get feedback while you men are listening yay yes yes incredible remarkable awesome i’m glad you guys are listening and understand whatever great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them too but now i’ll just provide like a brief summary this is the person column as you guys know we have our seven 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 likewise on the item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one kind can occupy several columns on one board yes dell you are right every column that you create can be almost every column you create can be in a type view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we named it top priority but it’s essentially a score column um we have actually a. Open Workbench Project Management 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 today it’s going to do a cross board search about every board i have on my um account and it’s going to search 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 particular 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 find that extremely cool and i love i love the tech college let me just leave here [Music] alright 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 due date mode is let me reverse this so i might reveal you people get rid of due date mode essentially what i want to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Open Workbench Project Management Software