This article is focused on answering Project Management Software Directory …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page demands think about it more like creative demands from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that as well and lastly i’m going to reveal you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wanted to reveal you people so i have it open and then we’re going to start amazing alright let’s begin and landing page request i’m presuming
you people i’m just gon na reveal um talk about the essentials actually rapidly but i make sure you guys understand that this is a board every one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this in between customers or tasks and it really just depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief before working on an innovative demand is using the form so a kind generally takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll fine let me show you how to create a form however basically this kind can be found in here and then the group lead of the imaginative style group or any other group can appoint a particular designer to deal with it so let me reveal you men how to create and include a form if anything is too quick 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 men inspect the view section because it’s just another method to show um all your items just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i said it takes particular columns not the person column obviously but other columns that you can conceal or make um viewable for the individual that is going to be given the form they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t submit the type without filling this info in so you can really simply create any column with anything that you people require when a creative demand comes in make it a kind share the type sneak peek the program you guys how a form looks like um the name of the demand you want you wish to include a particular short with a specific i understand each company has a particular structure that
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they use um when do you need it by the priority and so on etc um you can take this link after put one second let me click the type 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 reveal you people let’s fill it in and you can see um webinar demand test i can include a particular apply for example today whatever remains in the planning concepts phase and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest top priority i wish to send 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 the first group which is essential to understand and then it can be called concepts or demands being available in and after that i can simply proceed take it and move it to a particular group that i think it’s relevant for in this case it needs 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 simply 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 simply write yes so i can get feedback while you guys are listening yay yes yes amazing amazing amazing i’m glad you men are listening and understand everything great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them too now i’ll just give like a brief summary this is the individual column as you guys 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 item itself and also as a view we’ll get to that um soon um dale you just ask assuming one form can occupy several columns on one board yes dell you are correct every column that you develop can be nearly every column you create can be in a type view and individuals can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a priority one we named it top priority however it’s basically a score column um we have a. Project Management Software Directory
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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 reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular project i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i find that very cool and i love i enjoy the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you men know 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 might reveal you people eliminate due date mode basically what i wish to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Project Management Software Directory