This article is focused on answering Project And Task Management Software …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated 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 think about it more like innovative requests from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that as well and finally i’m going to reveal you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin awesome fine let’s begin and landing page demand i’m presuming
you people i’m just gon na show um speak about the basics really rapidly however i make certain you men understand 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 go over integrations automations views and a lot more fun things so the method i divided my board here is between months however you can do this between tasks or clients and it truly simply depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief prior to dealing with an imaginative demand is utilizing the form so a kind essentially takes all your columns and makes it a link that other individuals can submit which they can upload 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 produce and i’ll all right let me reveal you how to develop a kind however basically this kind comes in here and then the group lead of the innovative style team or any other group can assign a particular designer to deal with it so let me reveal you guys how to add a form and produce if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you guys inspect the view area because it’s simply another way to reveal 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 said it takes certain columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can submit this file if you want to need it you can always do a checkbox and then they can’t submit the type without filling this details in so you can really just develop any column with anything that you people require when an innovative request comes in make it a form share the kind sneak peek the program you people how a form appears like um the name of the request you want you wish to add a particular quick with a certain i know each business has a certain structure that
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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one second let me click the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make look i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can add a specific declare example today everything is in the preparation ideas phase and i require the innovative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest priority i want to submit it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to enter the first group which is essential to know and after that it can be called concepts or demands coming in and after that i can simply go on take it and move it to a particular group that i believe it matters 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 upon how you outline 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 kind and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes remarkable amazing remarkable 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 write me in the chat and i’ll discuss them too and now i’ll simply offer like a quick introduction this is the individual column as you men understand we have our seven core columns here and after that 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 also as a view we’ll get to that um soon um dale you just ask assuming one form can populate numerous columns on one board yes dell you are appropriate every column that you create can be practically every column you develop can be in a form view and people 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 top priority one we named it priority however it’s basically a score column um we have a. Project And Task 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 search facebook it’s going to do a cross board search let me show you people 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 particular project i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it matters for so i discover that incredibly cool and i love i like the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m uncertain 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 due date mode is let me reverse this so i could show you people remove deadline mode essentially what i want to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Project And Task Management Software