This article is focused on answering Project Management Software Features …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 show you three specific on boards which are usage cases for banner and landing page demands think about it more like innovative requests from designers material so on and so forth 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 wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to show you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that as well and finally i’m going to show you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wished to reveal you people so i have it open and after that we’re going to start amazing okay let’s begin and landing page request i’m assuming
you people i’m simply gon na reveal um talk about the basics really quickly but i make certain you guys understand that this is a board each one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this between customers or projects and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief before working on an imaginative request is using the form so a kind basically takes all your columns and makes it a link that other individuals can fill out 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 want the designer to create and i’ll all right let me show you how to develop a form but generally this type comes in here and then the group lead of the creative design group or any other team can appoint a specific designer to deal with it so let me reveal you men how to add a kind and create if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys inspect the view area due to the fact that it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the kind view and like i stated it takes certain columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be given the type they can upload this file if you want to require it you can always do a checkbox and then they can’t send the form without filling this details in so you can actually simply develop any column with anything that you people require when an innovative request is available in make it a kind share the form preview the show you people how a kind appears like um the name of the demand you want you wish to include a specific short with a certain i know each company has a certain structure that
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they use um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll just show you men let’s fill it in and you can see um webinar demand test i can include a certain apply for example right now whatever is in the preparation ideas stage and i require the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in highest top priority i want to send it and let me show you people how it comes in on the board webinar demand test so it’s constantly going to enter the first group which is very important to know and then it can be called demands or ideas coming in and then i can just go on take it and move it to a particular group that i think it matters for in this case it requires 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 people 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 simply write yes so i can get feedback while you men are listening yay yes yes remarkable awesome awesome i’m glad you guys are listening and comprehend whatever terrific 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 and now i’ll simply give like a short introduction 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 likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one type can occupy several columns on one board yes dell you are proper every column that you develop can be practically every column you produce can be in a type view and individuals can fill it out and it is available in as a product on the board great so this is our column center what we use here is a priority one we called it concern however it’s basically a score column um we have a. Project Management Software Features
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file column and we have a tags column what i enjoy 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 browse 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 specifically i can see that it’s another board and after that if i have a certain task i’m working on i can simply link them with tags and then 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 get out of here [Music] alright um [Music] and yeah and i’m not exactly sure if you men understand what this is but 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 people remove deadline mode essentially what i want to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Project Management Software Features