This article is focused on answering Project Management Software For Aec …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 reveal you 3 particular on boards which are use cases for banner and landing page demands think about it more like creative demands from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you people that also and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to show you people so i have it open and after that we’re going to begin amazing okay let’s begin and landing page request i’m assuming
you guys i’m simply gon na reveal um discuss the fundamentals really rapidly however 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 review combinations automations views and a lot more fun things so the method i divided my board here is between months however you can do this between customers or tasks and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a brief before working on a creative request is using the type so a kind basically takes all your columns and makes it a link that other individuals can complete 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 develop and i’ll all right let me show you how to produce a kind but generally this form comes in here and then the group lead of the innovative design team or any other team can appoint a specific designer to deal with it so let me show you guys how to create and include a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you guys examine the view area because it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i said it takes particular columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can really just develop any column with anything that you men require when an imaginative request can be found in make it a type share the type sneak peek the show you men how a form appears like um the name of the demand you want you wish to add a particular short with a specific i understand each company has a certain structure that
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they utilize um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd let me click the kind 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 guys let’s fill it in and you can see um webinar request test i can add a particular file for example right now whatever is in the preparation ideas 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 remains in greatest priority i wish to submit it and let me show you men how it comes in on the board webinar request test so it’s always going to enter the very first group which is essential to know and after that it can be called concepts or requests being available in and then i can just go on take it and move it to a certain 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 board or another group depending on how you detail your workflow just to make certain 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 simply write yes so i can get feedback while you people are listening yay yes yes remarkable remarkable remarkable i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them also today i’ll just offer like a quick introduction this is the person 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate a number of columns on one board yes dell you are right every column that you develop can be nearly every column you create can be in a kind view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a concern one we called it concern however it’s generally a rating column um we have actually a. Project Management Software For Aec
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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 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 discover that incredibly cool and i love i enjoy the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you men understand what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i could show you people get rid of deadline mode essentially what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Project Management Software For Aec