This article is focused on answering Project And Asset 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 specific on boards which are use cases for banner and landing page demands consider 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 want kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want to show you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that too and lastly i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to begin incredible okay let’s start and landing page request i’m assuming
you people i’m simply gon na reveal um talk about the essentials really rapidly but i’m sure you people know that this is a board each one of these are called each row and a group is called an item today we’re going to review 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 in between jobs or customers and it actually simply depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief before dealing with an innovative request is utilizing the type so a kind essentially takes all your columns and makes it a link that other individuals can complete 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 produce and i’ll okay let me reveal you how to produce a form but generally this kind can be found in here and then the group lead of the innovative design team or any other team can appoint a particular designer to work on it so let me reveal you people how to add a form and create 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 suggest you guys examine the view area due to the fact that it’s simply another method to reveal um all your products just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the type view and like i stated it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be offered the type they can upload this file if you wish to require it you can always do a checkbox and then they can’t submit the type without filling this information in so you can really just develop any column with anything that you men require when a creative request can be found in make it a form share the form preview the show you guys how a kind appears like um the name of the demand you want you wish to add a particular quick with a particular i know each company has a certain 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 second let me click the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make appearance i’ll simply show you people let’s fill it in and you can see um webinar demand test i can add a particular file for example today everything remains in the planning ideas phase and i need the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest priority i wish to send it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to enter the very first group which is essential to understand and after that it can be called demands or ideas being available in and after that i can simply 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 board or another group depending on how you outline your workflow just to make sure you people 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 just compose yes so i can get feedback while you men are listening yay yes yes amazing awesome awesome i’m glad you people are listening and understand everything great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them too today i’ll simply give like a quick introduction this is the individual column as you men know we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy a number of columns on one board yes dell you are appropriate every column that you develop can be practically every column you develop can be in a kind view and individuals can fill it out and it is available in as an item on the board terrific so this is our column center what we use here is a top priority one we called it concern but it’s essentially a ranking column um we have a. Project And Asset Management Software
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file column and we have a tags column what i love 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 men 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 certain job i’m dealing with i can simply link them with tags and then i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i enjoy the tech college let me just leave here [Music] fine 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 connected them together and did deadline mode is let me undo this so i might reveal you guys remove deadline mode generally what i wish to do i wish to set as deadline i want to take the status column but i might take any status column i have for example the. Project And Asset Management Software