This article is focused on answering Project Management Software Asuana …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 usage cases for banner and landing page requests consider it more like creative demands from designers content so on etc 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 want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal 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 too and lastly 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 people so i have it open and then we’re going to start awesome all right let’s start and landing page request i’m presuming
you guys i’m simply gon na show um speak about the fundamentals actually rapidly but i’m sure you men understand that this is a board every one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between customers or jobs and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief before working on a creative demand is using the kind so a type 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 desire the designer to produce and i’ll okay let me show you how to produce a kind however essentially this form comes in here and after that the group lead of the imaginative design group or any other team can designate a specific designer to deal with it so let me show you people how to create and include a form 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 include view i recommend you men check the view area since it’s simply 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 specific things on your board so close the type view and like i stated it takes certain 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 kind they can publish this file if you want to need it you can always do a checkbox and then they can’t submit the type without filling this information in so you can truly simply create any column with anything that you guys require when a creative request comes in make it a form share the kind sneak peek the show you people how a type appears like um the name of the request you want you want to include a certain quick with a particular i understand each business has a particular structure that
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they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one second let me click on the form 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 look i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a particular apply for example right now everything is in the planning ideas phase and i require the innovative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in highest top priority i wish to submit it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to come into the first group which is essential to understand and then it can be called concepts or requests coming in and after that i can just go ahead take it and move it to a specific group that i believe it matters 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 detail your workflow just to make sure you guys are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes amazing awesome awesome i’m glad you men are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them too but now i’ll just provide like a quick overview this is the person column as you guys know we have our 7 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 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 correct every column that you create can be practically every column you create can be in a type view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a concern one we named it priority but it’s generally a rating column um we have actually a. Project Management Software Asuana
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Project Management Software Asuana