This article is focused on answering Project Management Com 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 show you 3 particular on boards which are use cases for banner and landing page requests think about it more like imaginative requests from designers content so on etc 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 campaign 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 slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that also and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you men 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 guys i’m simply gon na show um speak about the basics actually rapidly but i make sure you men 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 go over combinations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this between jobs or customers and it really just 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 quick prior to working on an imaginative request is utilizing the kind so a form essentially takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll all right let me reveal you how to create a type but generally this kind comes in here and after that the team lead of the creative style group or any other team can assign a particular designer to deal with it so let me show you people how to create and include a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people check the view section since 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 way to see um specific things on your board so close the form view and like i said it takes particular columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the type without filling this information in so you can actually just create any column with anything that you people require when an innovative request comes in make it a type share the kind sneak peek the show you men how a form looks like um the name of the demand you desire you want to add a specific brief with a particular i understand each company has a particular structure that
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they utilize um when do you require it by the priority and so on and so forth 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 website copy it send it to whoever let’s just make look i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can add a certain file for example today everything is in the planning 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 remains in highest priority i wish to submit it and let me reveal you guys how it comes in on the board webinar request test so it’s constantly going to enter the first group which is very important to know and after that it can be called ideas or requests being available in and after that i can just go ahead take it and move it to a particular group that i think it matters 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 upon how you describe your workflow just to make certain you people 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 simply compose yes so i can get feedback while you people are listening yay yes yes remarkable awesome amazing i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them too now i’ll simply provide like a quick overview 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be almost every column you produce can be in a type view and individuals can fill it out and it can be found in as an item on the board terrific so this is our column center what we utilize here is a concern one we named it concern however it’s generally a ranking column um we have a. Project Management Com Software
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file column and we have a tags column what i enjoy 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 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 specifically i can see that it’s another board and after that if i have a specific job i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i discover that very cool and i love i love the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not sure if you men 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 undo this so i could reveal you guys get rid of deadline mode essentially what i wish 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 Management Com Software