This article is focused on answering Project Management Forecasting Software …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage 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 desire kimberly um and we’re going to discuss marketing project 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 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 also and finally i’m going to reveal you control panels um so let’s begin in a minute i simply wish 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 begin remarkable alright let’s start and landing page request i’m assuming
you men i’m simply gon na show um discuss the basics really rapidly but i make certain you men know that this is a board every 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 stuff so the way i divided my board here is between months however you can do this between projects or clients and it truly simply depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief before dealing with an imaginative request is utilizing the type so a form generally takes all your columns and makes it a link that other people can submit which they can upload 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 okay let me reveal you how to develop a type but basically this type is available in here and after that the team lead of the imaginative design group or any other team can appoint a certain designer to deal with it so let me show you men how to develop and add a type if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people inspect the view section since it’s just another method to show um all your products just 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 certain columns not the person column obviously but other columns that you can conceal or make um viewable for the person that is going to be given the form they can submit this file if you want to require it you can always do a checkbox and then they can’t send the kind without filling this details in so you can actually simply produce any column with anything that you guys need when a creative demand can be found in make it a kind share the form sneak peek the program you guys how a form appears like um the name of the demand you desire you wish to include a specific brief with a particular i understand each company has a particular structure that
gantt charts project management tool monday.com alternatives
they use um when do you need it by the priority and so on etc 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 site copy it send it to whoever let’s simply make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can include a particular file for example today whatever is in the planning concepts phase and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in highest priority i wish to send it and let me show you guys how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is very important to understand and after that it can be called concepts or requests coming in and then i can just go on take it and move it to a particular group that i think it’s relevant 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 simply to make sure you people 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 guys are listening yay yes yes incredible remarkable awesome i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them also but now i’ll simply give like a short overview this is the individual column as you guys 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 likewise as a view we’ll get to that um quickly um dale you simply ask assuming one form can occupy numerous columns on one board yes dell you are correct every column that you create 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 utilize here is a priority one we called it priority but it’s basically a ranking column um we have a. Project Management Forecasting 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 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 job i’m dealing with 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 extremely 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 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 reveal you men eliminate deadline mode basically what i want to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Project Management Forecasting Software