This article is focused on answering Project Management Software For Entrepreneurs …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers material so on and so forth copywriters um a social media preparation and style 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 stability that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that too and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin awesome all right let’s start and landing page demand i’m presuming
you people i’m simply gon na show um discuss the basics actually quickly however i’m sure you people 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 go over integrations automations views and a lot more fun stuff so the method i divided my board here is between months but you can do this in between clients or projects 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 brief before working on a creative demand is utilizing the type so a type essentially takes all your columns and makes it a link that other people can submit 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 create and i’ll alright let me reveal you how to develop a kind however generally this form can be found in here and then the team lead of the creative style group or any other team can assign a certain designer to deal with 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 compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you guys examine the view section because it’s simply 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 method to see um particular things on your board so close the form view and like i said it takes particular columns not the person column obviously but other columns that you can hide or make um viewable for the person that is going to be given the form they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can truly just develop any column with anything that you people need when an innovative demand is available in make it a form share the kind preview the show you men how a kind looks like um the name of the request you want you wish to include a specific brief with a specific i understand each business has a certain structure that
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they use 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 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 look i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can include a particular file for example right now everything is in the preparation concepts stage 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 highest top priority i want to submit it and let me reveal you men how it is available in on the board webinar request test so it’s always going to come into the very first group which is essential to know and then it can be called ideas or requests can be found in and then i can just go ahead take it and move it to a specific group that i believe 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 outline your workflow just to make sure you people 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 guys are listening yay yes yes awesome incredible amazing i’m glad you people are listening and understand whatever fantastic um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them as well today i’ll simply provide 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one type can occupy a number of columns on one board yes dell you are appropriate every column that you produce can be practically every column you produce can be in a type view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we called it concern however it’s generally a rating column um we have actually a. Project Management Software For Entrepreneurs
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file column and we have a tags column what i like about the tag column is if i click on 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 guys 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 specific job i’m working on i can simply connect them with tags and then i can cross board search it to what it matters for so i discover that super cool and i love i love the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m unsure if you men know 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 men get rid of due date mode basically what i wish to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Project Management Software For Entrepreneurs