This article is focused on answering Personal Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page demands consider it more like creative requests from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that too and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to begin remarkable alright let’s begin and landing page request i’m assuming
you guys i’m just gon na show um discuss the basics really quickly but i make sure you men know that this is a board every 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 fun stuff so the way i divided my board here is between months however you can do this in between projects or clients 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 brief prior to working on a creative request is using the type so a kind 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 trying to find the size of uh the banner that they want the designer to develop and i’ll alright let me reveal you how to develop a type however basically this kind can be found in here and after that the team lead of the imaginative design team or any other group can appoint a specific designer to deal with it so let me show you people how to include a type and create 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 recommend you guys examine the view area due to the fact that it’s just another way to show 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 particular things on your board so close the type view and like i stated it takes particular columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can publish this file if you wish to need it you can always do a checkbox and then they can’t send the form without filling this information in so you can actually simply develop any column with anything that you guys need when a creative request can be found in make it a kind share the kind sneak peek the show you people how a form appears like um the name of the request you want you wish to include a particular quick with a specific i understand each business has a specific 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 2nd let me click on the kind 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 particular declare example right now everything is in the planning ideas phase and i require the imaginative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in highest priority i wish to send it and let me reveal you men how it is available in on the board webinar demand test so it’s always going to enter the first group which is essential to understand and after that it can be called requests or concepts being available in and after that i can simply go on take it and move it to a certain 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 group or another board depending on how you detail your workflow simply to make certain you guys are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes amazing amazing remarkable i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them as well today i’ll simply offer like a short overview this is the individual column as you people 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one form can occupy a number of columns on one board yes dell you are right every column that you develop can be practically every column you create can be in a form view and people can fill it out and it is available in as a product on the board excellent so this is our column center what we use here is a priority one we called it priority however it’s generally a score column um we have a. Personal Project Management Software
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file column and we have a tags column what i like 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 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 particularly i can see that it’s another board and then if i have a particular project i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i like the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you guys understand what this is however 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 reverse this so i might reveal you men eliminate due date mode generally what i wish to do i wish to set as due date i want to take the status column but i could take any status column i have for example the. Personal Project Management Software