This article is focused on answering Project Management Software Comparison Matrix …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 three particular on boards which are use cases for banner and landing page requests think about it more like imaginative demands from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that also and finally i’m going to reveal you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to start remarkable okay let’s begin and landing page demand i’m presuming
you men i’m simply gon na show um talk about the basics really quickly however i’m sure you guys 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 combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this between projects or clients 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 way to get a brief prior to working on an imaginative demand is utilizing the type so a form 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 trying to find the size of uh the banner that they desire the designer to create and i’ll alright let me reveal you how to produce a type but generally this kind comes in here and then the team lead of the innovative design team or any other group can appoint a specific designer to work on it so let me reveal you men how to add a kind and create 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 suggest you people inspect the view area due to the fact that it’s simply 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 way to see um specific things on your board so close the form view and like i said it takes particular columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be given the type they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can really simply produce any column with anything that you people need when an innovative request comes in make it a kind share the kind preview the program you people how a type looks like um the name of the demand you want you wish to include a certain short with a certain i understand each business has a specific structure that
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they use um when do you need it by the concern and so on etc 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 website copy it send it to whoever let’s simply make look i’ll just show you men let’s fill it in and you can see um webinar request test i can include a certain file for example right now whatever is in the planning ideas stage and i require the creative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest priority i wish to send it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to enter into the first group which is important to know and then it can be called demands or ideas can be found in and after that i can just go ahead take it and move it to a particular group that i believe it matters for in this case it needs 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 upon how you detail your workflow just 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 type and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes awesome remarkable amazing i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them also now i’ll simply provide like a quick summary this is the person column as you men know 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 also on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one kind can populate several columns on one board yes dell you are right every column that you develop can be practically every column you develop can be in a kind view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a concern one we called it concern but it’s generally a rating column um we have a. Project Management Software Comparison Matrix
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file column and we have a tags column what i like 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 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 certain project i’m working on i can merely link them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m unsure if you guys know what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i might reveal you guys remove due date mode generally what i want to do i wish to set as deadline i wish to take the status column however i might take any status column i have for example the. Project Management Software Comparison Matrix