This article is focused on answering Outlook 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 three specific on boards which are use 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 media planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to begin awesome fine let’s start and landing page request i’m presuming
you guys i’m simply gon na reveal um discuss the basics truly quickly but 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 enjoyable stuff so the way i divided my board here is between months but you can do this between customers or jobs and it really just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a short prior to working on an innovative request is utilizing the kind so a kind essentially takes all your columns and makes it a link that other people can complete which they can submit 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 all right let me reveal you how to develop a form however generally this type can be found in here and after that the team lead of the imaginative design team or any other group can assign a specific designer to deal with it so let me show you guys how to create and include a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you people check the view area due to the fact that it’s just another method to reveal 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 specific things on your board so close the type view and like i stated it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can publish this file if you want to require it you can constantly do a checkbox and then they can’t send the form without filling this details in so you can truly simply produce any column with anything that you men require when an innovative demand is available in make it a form share the type preview the show you men how a form looks like um the name of the request you desire you wish to add a particular quick with a specific i know each company has a certain structure that
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they utilize 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 the form 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 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 today whatever is in the planning ideas phase and i require the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest priority i wish to submit it and let me show you guys how it is available in on the board webinar request test so it’s constantly going to enter the very first group which is important to understand and after that it can be called requests or concepts coming in and after that i can simply proceed take it and move it to a certain group that i believe it matters for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on how you describe your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes incredible awesome awesome i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll go over them also now i’ll simply offer like a brief summary this is the person column as you men know we have our 7 core columns here and then 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 soon um dale you simply ask presuming one type can populate several columns on one board yes dell you are appropriate every column that you produce can be nearly every column you produce can be in a kind view and people 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 priority one we called it top priority however it’s essentially a score column um we have a. Outlook 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 reveal you people 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 project i’m dealing with i can simply 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 simply leave here [Music] okay um [Music] and yeah and i’m uncertain if you people understand what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i could show you people eliminate deadline mode essentially what i want to do i wish to set as deadline i want to take the status column however i could take any status column i have for example the. Outlook Project Management Software