This article is focused on answering Project Management Software Eliminates Conflicts When There Are Shared Resources …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated 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 consider it more like creative requests from designers material so on etc copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you people that also and finally i’m going to reveal you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to start amazing fine let’s begin and landing page request i’m presuming
you people i’m simply gon na reveal um discuss the basics actually quickly however i’m sure you people know that this is a board each one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this in between customers or jobs 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 short before dealing with an innovative request is utilizing the kind so a kind basically takes all your columns and makes it a link that other individuals can fill out which they can upload 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 alright let me reveal you how to produce a form however basically this form comes in here and then the team lead of the creative design group or any other team can appoint a specific designer to work on it so let me reveal you guys how to develop and include a kind 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 guys examine the view area due to the fact that 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 particular columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be provided the form they can upload this file if you want to need it you can always do a checkbox and then they can’t submit the form without filling this information in so you can actually simply create any column with anything that you men require when an innovative request can be found in make it a type share the kind preview the program you men how a kind appears like um the name of the demand you desire you want to include a particular brief with a particular i understand each business has a specific structure that
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they utilize um when do you need it by the concern 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 website copy it send it to whoever let’s just make appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a specific declare example right now whatever is in the planning concepts phase and i need the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest top priority i wish to send it and let me show you men how it comes in on the board webinar demand test so it’s always going to enter into the first group which is very important to know and then it can be called ideas or requests can be found in and then i can just go on take it and move it to a specific group that i think it matters 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 describe your workflow simply 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 compose 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 whatever fantastic um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them as well today i’ll simply give like a brief overview this is the individual column as you guys know we have our 7 core columns here and then we have more intriguing 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 just ask assuming one form can populate numerous columns on one board yes dell you are proper every column that you develop can be nearly every column you produce can be in a form view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a top priority one we named it priority but it’s basically a ranking column um we have actually a. Project Management Software Eliminates Conflicts When There Are Shared Resources
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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 right now 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 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 specific project i’m working on i can just connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me just leave here [Music] all right um [Music] and yeah and i’m uncertain if you people know what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i could show you people get rid of deadline mode generally what i wish to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Project Management Software Eliminates Conflicts When There Are Shared Resources