This article is focused on answering Project And Program 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 3 particular on boards which are use cases for banner and landing page demands consider it more like creative requests from designers content 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 campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you men that also and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to show you people so i have it open and then we’re going to start incredible okay let’s start and landing page demand i’m presuming
you men i’m just gon na reveal um talk about the basics really rapidly but i’m sure you men know 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 discuss integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this in between jobs or clients and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a short prior to working on a creative demand is utilizing the kind so a form basically takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re searching for 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 essentially this form is available in here and then the team lead of the innovative design group or any other group can designate a specific designer to deal with it so let me reveal you people how to develop and add a form if anything is too fast 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 advise you guys examine the view section because it’s simply another method to show um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the type view and like i stated it takes certain 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 given the type they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t send the type without filling this info in so you can really just produce any column with anything that you people need when a creative demand comes in make it a form share the kind preview the program you men how a kind appears like um the name of the request you desire you want to include a particular brief with a particular i know each business has a specific structure that
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they use um when do you need it by the top priority and so on etc um you can take this link after put one second let me click on 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 just reveal you guys let’s fill it in and you can see um webinar request test i can add a particular declare example today whatever is in the planning ideas stage and i need the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest priority i wish to submit it and let me show you people how it comes in on the board webinar request test so it’s constantly going to enter the very first group which is essential to know and then it can be called concepts or demands can be found in and after that i can simply go ahead take it and move it to a specific group that i think it’s relevant 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 outline your workflow just to make sure you men 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 awesome amazing amazing i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them also but now i’ll just give like a short introduction this is the person column as you men understand we have our seven core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate numerous columns on one board yes dell you are right every column that you create can be almost every column you create can be in a kind view and individuals can fill it out and it can be found in as a product on the board excellent so this is our column center what we use here is a priority one we named it top priority however it’s essentially a rating column um we have a. Project And Program 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 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 specifically i can see that it’s another board and then if i have a specific job i’m dealing with i can simply link them with tags and then i can cross board search it to what it matters 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 not exactly sure if you people understand what this is but 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 reverse this so i might reveal you men remove deadline mode generally what i want to do i want to set as due date i want to take the status column however i could take any status column i have for example the. Project And Program Management Software