This article is focused on answering Project Management Software App …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative 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 of it more like innovative demands from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you want 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 preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that as well and lastly i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin incredible alright let’s begin and landing page demand i’m assuming
you people i’m simply gon na reveal um discuss the essentials really quickly but 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 integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this in between projects or clients and it actually just depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a short prior to dealing with an imaginative request is using the kind so a type basically 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 searching for the size of uh the banner that they desire the designer to develop and i’ll all right let me show you how to produce a form however essentially this type comes in here and after that the team lead of the creative style group or any other group can assign a certain designer to deal with it so let me show you people how to create and add a kind if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys check the view section because it’s just another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i stated it takes specific columns not the person column obviously however other columns that you can conceal or make um viewable for the person that is going to be offered the form they can upload this file if you wish to need it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can truly simply create any column with anything that you people require when an innovative request is available in make it a type share the kind sneak peek the show you guys how a kind appears like um the name of the request you want you want to include a particular quick with a particular i understand each company has a certain structure that
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they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click on 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 just reveal you men let’s fill it in and you can see um webinar request test i can include a certain apply for example today everything remains in the preparation ideas stage and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest concern i want to submit it and let me show you guys how it is available in on the board webinar demand test so it’s constantly going to enter the very first group which is very important to understand and then it can be called requests or ideas 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 may so i’m going to keep it in this group i can move it to another group or another board depending on how you detail your workflow just to make certain you men 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 just write yes so i can get feedback while you men are listening yay yes yes awesome amazing remarkable i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them as well now i’ll simply offer like a short introduction this is the individual column as you men understand we have our seven 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 likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask presuming one type can occupy several columns on one board yes dell you are right every column that you create can be almost every column you produce can be in a kind view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a priority one we named it top priority however it’s essentially a ranking column um we have a. Project Management Software App
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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 show you men 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 job i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i love the tech college let me just leave here [Music] fine um [Music] and yeah and i’m uncertain if you men know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i could reveal you men get rid of due date mode basically what i want to do i want to set as due date i wish to take the status column but i might take any status column i have for example the. Project Management Software App