This article is focused on answering Project Management Software Comparison 2017 …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 three specific on boards which are usage cases for banner and landing page requests think about it more like imaginative requests from designers material so on etc copywriters um a social media preparation and style 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 email marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you people that too and lastly i’m going to reveal you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin incredible fine let’s begin and landing page request i’m assuming
you men i’m just gon na show um discuss the essentials really quickly but i’m sure you men know 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 review combinations automations views and a lot more fun things so the method i divided my board here is between months but you can do this in between tasks 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 method to get a quick prior to working on a creative demand is using the type so a form basically takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll fine let me reveal you how to create a kind but essentially this form is available in here and after that the team lead of the imaginative style group or any other group can appoint a particular designer to deal with it so let me show you guys how to add a form and develop if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men inspect the view area since it’s simply another method to show 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 particular columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be given the form they can upload this file if you want to need it you can always do a checkbox and after that they can’t send the form without filling this information in so you can really just create any column with anything that you guys need when a creative demand is available in make it a form share the form preview the program you people how a type looks like um the name of the demand you desire you want to add a particular short with a specific i know each business has a particular structure that
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they utilize um when do you need it by the concern 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 appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a particular file for example right now everything is in the preparation ideas phase and i need the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest priority i wish to send it and let me reveal you guys how it comes in on the board webinar request test so it’s constantly going to enter into the very first group which is necessary to understand and after that it can be called demands or concepts being available in and after that i can simply go ahead take it and move it to a specific group that i think 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 group or another board depending on how you detail your workflow just to ensure 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 simply write yes so i can get feedback while you people are listening yay yes yes remarkable amazing remarkable i’m glad you men are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them as well but now i’ll just provide like a brief introduction this is the individual column as you men know 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one type can populate a number of columns on one board yes dell you are appropriate every column that you create can be almost every column you create can be in a form view and people can fill it out and it is available in as an item on the board excellent so this is our column center what we use here is a priority one we called it concern but it’s generally a ranking column um we have a. Project Management Software Comparison 2017
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file column and we have a tags column what i enjoy 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 search 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 particularly i can see that it’s another board and after that if i have a particular task i’m working on i can just connect them with tags and after that i can cross board search it to what it matters for so i find that super cool and i love i enjoy the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not sure if you people 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 might show you guys eliminate due date mode basically what i want to do i want to set as deadline i want to take the status column however i might take any status column i have for example the. Project Management Software Comparison 2017