This article is focused on answering Portfolio Project Management Software Topics …I’m a customer success supervisor 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 demands think about it more like creative demands from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you guys that as well and finally i’m going to show you dashboards um so let’s start in a minute i just want to bring up the um thing that i wished to show you men so i have it open and then we’re going to start incredible fine let’s begin and landing page request i’m assuming
you guys i’m just gon na reveal um discuss the basics really quickly however i make sure you guys know 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 go over integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this between tasks or customers and it really simply depends on 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 quick prior to working on a creative request is using the form so a form basically takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll okay let me reveal you how to create a type however essentially this type is available in here and then the team lead of the imaginative style team or any other team can designate a certain designer to deal with it so let me reveal you people how to create and add a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men inspect the view area due to the fact that it’s simply 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 method to see um certain things on your board so close the kind view and like i stated it takes certain columns not the individual column naturally however other columns that you can hide 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 constantly do a checkbox and then they can’t submit the type without filling this info in so you can really simply develop any column with anything that you guys require when a creative request is available in make it a type share the form sneak peek the program you people how a type 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 concern and so on etc um you can take this link after put one 2nd 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 just make look i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a specific declare example today whatever is in the planning ideas phase and i require the creative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest concern i want to submit it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to enter the very first group which is very important to understand and after that it can be called demands or concepts can be found in and after that i can just go ahead take it and move it to a particular group that i think it’s relevant for in this case it needs 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 detail your workflow just to ensure you men 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 just compose yes so i can get feedback while you people are listening yay yes yes incredible awesome remarkable i’m glad you men are listening and understand whatever fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them too but now i’ll simply offer like a quick summary this is the individual column as you people know we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can occupy several columns on one board yes dell you are proper every column that you produce can be almost every column you develop can be in a type view and individuals can fill it out and it is available in as a product on the board great so this is our column center what we use here is a concern one we called it concern however it’s basically a rating column um we have actually a. Portfolio Project Management Software Topics
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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 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 search facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a specific project i’m working on i can just link them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i love the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not sure if you guys 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 undo this so i might reveal you guys eliminate deadline mode basically what i wish to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Portfolio Project Management Software Topics