This article is focused on answering Project Management Software And …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page requests consider it more like innovative demands 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 discuss marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that as well and last but not least i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin remarkable alright let’s start and landing page demand i’m presuming
you guys i’m simply gon na show um talk about the basics really rapidly but i make sure you men understand 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 integrations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this in between projects or customers and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a quick before working on an imaginative request is utilizing the form so a type basically takes all your columns and makes it a link that other individuals can complete 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 want the designer to produce and i’ll fine let me reveal you how to develop a type but essentially this form is available in here and after that the group lead of the innovative design group or any other group can appoint a certain designer to deal with it so let me reveal you men how to include a form and develop 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 advise you people check the view section since it’s simply 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 method to see um particular things on your board so close the kind view and like i stated it takes specific columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be given the kind they can submit 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 details in so you can truly simply develop any column with anything that you guys require when an imaginative demand is available in make it a form share the type sneak peek the show you people how a form appears like um the name of the request you want you want to add a particular short with a particular i understand each business 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 the kind i can share it i can get this link or embed it in a site 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 specific apply for example today everything is in the planning ideas stage and i need the creative department to assist me it’s right now where i’m working on 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 come into the very first group which is very important to know and then it can be called demands or ideas can be found in and after that i can simply go on take it and move it to a certain group that i believe it matters 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 group or another board depending upon how you detail your workflow just to make certain you guys 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 people are listening yay yes yes awesome awesome awesome i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them as well today i’ll just provide like a quick overview this is the individual column as you guys understand we have our 7 core columns here and after that 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 item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy several columns on one board yes dell you are right every column that you develop can be practically every column you create can be in a type view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we called it concern but it’s generally a rating column um we have a. Project Management Software And
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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 specifically i can see that it’s another board and then if i have a specific project i’m dealing with i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i love the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you guys know what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i could show you men eliminate due date mode essentially what i want to do i wish 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 Software And