This article is focused on answering Project Management Software Evaluation Template …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 three specific on boards which are use cases for banner and landing page demands consider it more like imaginative requests from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply wish 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 amazing all right let’s begin and landing page request i’m presuming
you men i’m simply gon na show um speak about the basics really quickly however i make sure you men understand that this is a board every one of these are called a group and each row is called a product today we’re going to review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this between tasks 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 want but a cool way to get a short before working on an innovative demand is using the type so a type essentially takes all your columns and makes it a link that other individuals 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 desire the designer to develop and i’ll fine let me show you how to produce a form but essentially this kind can be found in here and then the group lead of the creative style team or any other group can designate a specific designer to deal with it so let me reveal you guys how to develop and add a form 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 men check the view area since it’s simply another method to reveal um all your products simply 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 kind view and like i said it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be provided the type they can submit this file if you wish to require it you can always do a checkbox and then they can’t send the kind without filling this details in so you can truly just create any column with anything that you people require when an innovative request can be found in make it a kind share the form preview the program you men how a form looks like um the name of the demand you desire you wish to add a certain brief with a specific i know each business has a specific structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one second let me click on 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 appearance i’ll simply show you men let’s fill it in and you can see um webinar demand test i can include a specific apply for example right now whatever remains in the planning concepts stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest concern i want to send it and let me show you men how it can be found in on the board webinar request test so it’s constantly going to enter the first group which is very important to understand and then it can be called concepts or demands coming in and then i can simply go ahead take it and move it to a specific 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 board or another group depending on how you describe 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 comprehended the form and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes awesome awesome remarkable i’m glad you people are listening and understand everything great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them as well now i’ll just offer like a brief overview this is the person column as you guys know we have our seven 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 also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can populate several columns on one board yes dell you are proper every column that you develop can be nearly every column you develop can be in a type view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a concern one we named it top priority however it’s essentially a score column um we have a. Project Management Software Evaluation Template
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file column and we have a tags column what i like 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 browse 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 after that if i have a particular project i’m dealing with i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i like the tech college let me just leave here [Music] okay um [Music] and yeah and i’m uncertain if you men understand 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 undo this so i could show you guys eliminate due date mode essentially what i want to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Project Management Software Evaluation Template