This article is focused on answering Project Management Dashboard Software …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page demands consider it more like imaginative requests from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you desire 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 want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that too and last but not least i’m going to show you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to start amazing all right let’s start and landing page demand i’m assuming
you men i’m simply gon na show um talk about the essentials really quickly however i’m sure you guys understand that this is a board each one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more fun things so the way i divided my board here is between months however you can do this in between clients or jobs and it really just depends on 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 dealing with an innovative demand is utilizing the form so a form generally takes all your columns and makes it a link that other individuals can fill out which they can submit 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 create and i’ll alright let me show you how to develop a type but generally this form is available in here and after that the group lead of the creative design team or any other group can assign a certain designer to deal with it so let me show you men how to develop and include a type if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys inspect the view section since it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type 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 offered the type they can upload this file if you want to require it you can always do a checkbox and after that they can’t submit the form without filling this info in so you can actually simply create any column with anything that you men require when a creative demand can be found in make it a form share the kind sneak peek the show you guys how a form looks like um the name of the request you want you wish to include a specific short 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 concern and so on and so forth um you can take this link after put one 2nd 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 request test i can include a certain file for example today everything is in the preparation concepts phase and i need 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 highest priority i wish to submit it and let me reveal you people how it is available in on the board webinar demand test so it’s always going to enter the very first group which is very important to understand and then it can be called concepts or demands can be found in and after that i can just proceed take it and move it to a specific group that i think it’s relevant for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another board or another group depending on how you describe your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes amazing incredible awesome i’m glad you guys are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also today i’ll simply offer like a quick summary this is the person column as you guys know we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy several columns on one board yes dell you are correct every column that you produce can be nearly every column you develop can be in a kind view and people 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 top priority one we named it top priority but it’s basically a ranking column um we have a. Project Management Dashboard Software
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Project Management Dashboard Software