This article is focused on answering Project Management Software Evaluation Checklist …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 show you 3 specific on boards which are use cases for banner and landing page requests think about it more like creative requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a slip 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 too and lastly i’m going to reveal you dashboards um so let’s start in a minute i just want to bring up the um thing that i wanted to show you men so i have it open and then we’re going to start incredible okay let’s start and landing page request i’m assuming
you men i’m simply gon na show um discuss the essentials truly rapidly however i’m sure you people know 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 go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this between projects or customers and it really simply 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 prior to dealing with an imaginative demand is utilizing the form so a type generally takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to create a type however generally this kind comes in here and after that the group lead of the innovative design team or any other group can appoint a certain designer to work on it so let me show you men how to produce and include a form 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 advise you men examine the view area due to the fact that it’s just another method to reveal um all your items just see things on a calendar or in a chart or you desire a file view another method 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 obviously but other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can upload this file if you want to need it you can always do a checkbox and after that they can’t submit the form without filling this information in so you can truly just produce any column with anything that you people need when an imaginative demand is available in make it a form share the form sneak peek the program you men how a kind looks like um the name of the demand you want you want to add a specific brief with a specific i know each business has a particular structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you require it by the top priority and so on and so forth 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 site copy it send it to whoever let’s simply make appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a specific apply for example right now everything is in the planning concepts stage and i need the imaginative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest priority i wish to submit it and let me show you people how it is available in on the board webinar demand test so it’s constantly going to enter the first group which is important to know and after that it can be called concepts or demands being available in and after that i can simply go on take it and move it to a specific group that i believe 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 just to ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes remarkable incredible incredible i’m glad you guys are listening and understand whatever terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them too today i’ll simply offer like a brief summary this is the individual column as you men 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 likewise on the item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one form can occupy a number of columns on one board yes dell you are proper every column that you create can be practically every column you develop can be in a form view and people can fill it out and it can be found in as an item on the board great so this is our column center what we use here is a top priority one we named it concern however it’s basically a ranking column um we have actually a. Project Management Software Evaluation Checklist
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file column and we have a tags column what i enjoy about the tag column is if i click 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 people how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a certain job i’m working on i can just 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 like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m uncertain if you people understand what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i might show you people get rid of due date mode basically what i want to do i want to set as due date i want to take the status column however i could take any status column i have for example the. Project Management Software Evaluation Checklist