This article is focused on answering Project Management Document Control 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 usage cases for banner and landing page requests think about it more like creative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that also and lastly i’m going to show you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to begin awesome fine let’s start and landing page demand i’m assuming
you men i’m simply gon na reveal um speak about the fundamentals truly rapidly but i’m sure you guys understand that this is a board each one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this in between tasks or clients and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a quick prior to working on a creative demand is using the kind so a form essentially takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll alright let me show you how to produce a type however generally this type can be found in here and after that the team lead of the creative design group or any other team can assign a specific designer to deal with it so let me show you guys how to produce and add a form 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 add view i recommend you people check the view area because it’s just another method to reveal um all your products just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the type view and like i stated it takes particular columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the form they can submit this file if you want to require it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can actually just develop any column with anything that you guys need when an imaginative demand comes in make it a form share the kind preview the show you men how a type looks like um the name of the demand you desire you want to include a specific brief with a specific i know each company has a certain structure that
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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one 2nd 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 just make look i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a specific apply for example right now everything remains in the preparation ideas stage 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 concern i wish to submit it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to enter the first group which is very important to know and then it can be called demands or concepts can be found in and after that i can simply go on take it and move it to a particular group that i think it’s relevant 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 board or another group depending on 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 kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes incredible amazing amazing i’m glad you people are listening and understand everything excellent 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 and now i’ll simply provide like a brief overview this is the person column as you men know we have our seven core columns here and after that 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 quickly um dale you simply ask presuming one form can occupy numerous columns on one board yes dell you are right every column that you create can be almost every column you create can be in a kind view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a concern one we named it top priority but it’s basically a score column um we have actually a. Project Management Document Control Software
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file column and we have a tags column what i love about the tag column is if i click on 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 particularly i can see that it’s another board and after that if i have a particular task i’m dealing with i can just connect 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 enjoy the tech college let me just leave here [Music] all right um [Music] and yeah and i’m unsure if you men know 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 could show you men get rid of due date mode essentially what i want to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Project Management Document Control Software