This article is focused on answering Project Job Management Software …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests think about it more like creative requests 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 integrity that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that also and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin amazing all right let’s begin and landing page demand i’m presuming
you people i’m simply gon na reveal um talk about the basics truly rapidly however i make certain you men understand that this is a board each one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more fun things so the way i divided my board here is between months but you can do this in between customers or jobs and it actually just depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a brief prior to working on an innovative demand is using the kind so a kind generally takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll fine let me show you how to develop a form but generally this form comes in here and then the team lead of the creative design group or any other team can assign a specific designer to deal with it so let me reveal you guys how to include a form and create if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men check the view area since it’s simply another way to show um all your products simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind view and like i stated it takes particular columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be provided the form they can publish this file if you want to require it you can always do a checkbox and then they can’t submit the form without filling this information in so you can truly simply create any column with anything that you guys need when an imaginative request is available in make it a form share the kind sneak peek the program you guys how a type appears like um the name of the demand you desire you want to add a certain quick with a certain i know each company has a particular 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 people let’s fill it in and you can see um webinar demand test i can include a certain file for example today everything is in the preparation ideas stage and i require the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in highest top priority i wish to submit it and let me reveal you guys how it is available in on the board webinar demand test so it’s constantly going to enter into the first group which is important to know and after that it can be called ideas or requests being available in and after that i can simply go ahead take it and move it to a certain 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 board or another group depending upon how you describe 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 understood the form and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes amazing awesome awesome i’m glad you people are listening and understand everything terrific 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 today i’ll just provide like a quick summary this is the individual column as you people know we have our 7 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 soon um dale you simply ask assuming one type can populate several columns on one board yes dell you are correct every column that you create can be almost every column you produce can be in a form view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a concern one we named it top priority but it’s generally a score column um we have a. Project Job 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 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 browse facebook it’s going to do a cross board search let me show you guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific job i’m dealing with i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m uncertain if you guys understand 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 reverse this so i might reveal you people get rid of deadline mode essentially what i wish to do i wish to set as due date i want to take the status column but i could take any status column i have for example the. Project Job Management Software