This article is focused on answering Pims 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 show you three particular on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers material 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 go over marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that also and finally i’m going to show you control panels um so let’s begin in a minute i just want to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to begin remarkable fine let’s begin and landing page demand i’m assuming
you people i’m simply gon na show um talk about the basics truly quickly but i make certain you people 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 go over integrations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this in between customers or jobs and it truly simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a brief prior to dealing with a creative request is using the kind so a form generally takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll all right let me show you how to create a type however generally this kind can be found in here and then the group lead of the creative design team or any other group can assign a specific designer to deal with it so let me show you people how to include a form and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people inspect the view area due to the fact that it’s just another method to show 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 specific 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 given the type they can submit this file if you wish to need it you can always do a checkbox and then they can’t submit the form without filling this info in so you can truly just create any column with anything that you guys need when an innovative request is available in make it a kind share the type preview the show you people how a type looks like um the name of the demand you desire you wish to include a particular brief with a specific i understand each company has a particular structure that
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they use um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd let me click 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 look i’ll just show you men let’s fill it in and you can see um webinar demand test i can add a particular declare example today whatever remains in the preparation concepts phase and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest concern i want to send it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to come into the first group which is necessary to understand and then it can be called requests or ideas can be found 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 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 make certain you guys are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes amazing awesome amazing i’m glad you guys are listening and understand everything great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them also today i’ll just offer like a short summary this is the person 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 also on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can populate numerous columns on one board yes dell you are correct every column that you develop can be almost every column you produce can be in a type view and people can fill it out and it comes in as an item on the board great so this is our column center what we use here is a concern one we named it priority but it’s essentially a score column um we have actually a. Pims Project Management Software
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Pims Project Management Software