This article is focused on answering Project Management Software Best Practices …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 use cases for banner and landing page requests consider it more like imaginative requests from designers content so on and so forth copywriters um a social networks 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 stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that as well and lastly i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to reveal you men so i have it open and after that we’re going to start amazing alright let’s start and landing page demand i’m assuming
you guys i’m just gon na show um discuss the essentials actually quickly however i make certain 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 discuss 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 clients or projects and it really just depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a brief before working on an imaginative request is using the type so a kind basically takes all your columns and makes it a link that other people can complete which they can submit 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 all right let me show you how to produce a kind however generally this form comes in here and after that the group lead of the innovative design group or any other team can designate a specific designer to work on it so let me show you people how to create and add a kind if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you guys inspect the view area because it’s just another way 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 form view and like i said it takes certain columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can upload this file if you want to require it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can really simply produce any column with anything that you guys need when a creative request comes in make it a type share the type sneak peek the program you guys how a type looks like um the name of the request you desire you want to include a certain brief with a specific i know each company has a particular structure that
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they utilize um when do you require it by the priority and so on etc um you can take this link after put one second 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 simply reveal you guys let’s fill it in and you can see um webinar demand test i can add a particular file for example right now whatever remains in the preparation ideas phase and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest top priority i wish to submit it and let me reveal you guys how it is available in on the board webinar demand test so it’s constantly going to enter into the first group which is essential to know and after that it can be called concepts or requests coming in and after that i can simply proceed take it and move it to a specific group that i believe it matters for in this case it requires 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 on 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 understood the kind and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes amazing incredible amazing i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them also today i’ll just provide like a short introduction this is the individual column as you guys understand we have our seven core columns here and then 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 product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one type can populate a number of columns on one board yes dell you are right every column that you create can be nearly every column you create can be in a kind view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a concern one we named it concern but it’s essentially a score column um we have a. Project Management Software Best Practices
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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 today 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 particularly i can see that it’s another board and after that if i have a certain task i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i like the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not sure if you guys understand what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i could show you people eliminate due date mode basically what i wish to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Project Management Software Best Practices