This article is focused on answering Project Management Computer 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 reveal you 3 specific on boards which are use cases for banner and landing page requests think of 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 want kimberly um and we’re going to review marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just want to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to start awesome okay let’s start and landing page request i’m assuming
you people i’m simply gon na show um discuss the fundamentals really rapidly however i make certain you people know that this is a board every one of these are called a group and each row is called an item today we’re going to discuss combinations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between customers or projects and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short prior to dealing with a creative request is utilizing the type so a form essentially takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll fine let me reveal you how to produce a type but essentially this form can be found in here and after that the team lead of the imaginative style group or any other group can appoint a particular designer to deal with it so let me reveal you guys how to develop and add a type if anything is too quick 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 recommend you guys inspect the view section due to the fact that it’s simply another method to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i said it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can upload this file if you wish to need 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 simply develop any column with anything that you guys need when a creative demand can be found in make it a type share the form preview the program you people how a type appears like um the name of the request you desire you wish to include a particular brief with a particular i understand each business has a specific structure that
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they use um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click on the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make look i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a specific declare example right now everything is in the preparation concepts stage and i require the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest top priority i want to send it and let me reveal you people how it is available in on the board webinar request test so it’s always going to enter the first group which is necessary to know and after that it can be called concepts or demands coming in and after that i can just go on take it and move it to a specific group that i believe it’s relevant for in this case it requires 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 simply to make certain 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 just compose yes so i can get feedback while you men are listening yay yes yes amazing remarkable awesome i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them also but now i’ll simply offer like a quick overview this is the person column as you guys understand we have our 7 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 item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy numerous columns on one board yes dell you are proper every column that you develop can be almost every column you develop can be in a kind view and individuals can fill it out and it is available in as a product on the board excellent so this is our column center what we use here is a concern one we named it concern but it’s generally a rating column um we have actually a. Project Management Computer 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 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 men 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 task i’m dealing with i can just 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 get out of here [Music] alright um [Music] and yeah and i’m uncertain if you people understand what this is however this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might show you men get rid of deadline mode essentially what i want to do i want 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 Management Computer Software