This article is focused on answering Project Management Software For Individuals …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 reveal you 3 specific on boards which are use cases for banner and landing page requests think of it more like creative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wished to show you people so i have it open and then we’re going to start incredible fine let’s begin and landing page request i’m presuming
you guys i’m simply gon na reveal um discuss the essentials really rapidly 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 a product today we’re going to go over combinations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this between clients or jobs and it really just depends on 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 a creative demand is utilizing the form so a type basically takes all your columns and makes it a link that other people 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 want the designer to create and i’ll alright let me reveal you how to produce a form but generally this type is available in here and after that the group lead of the imaginative style team or any other group can designate a particular designer to work on it so let me reveal you people how to create and add a form if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men inspect the view section due to the fact that it’s just another way to show 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 certain things on your board so close the form view and like i said it takes certain 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 given the kind they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can really simply produce any column with anything that you guys require when an innovative demand is available in make it a form share the type sneak peek the program you people how a kind looks like um the name of the demand you want you want to include a particular short with a particular i know each company has a particular structure that
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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one second let me click on 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 look i’ll simply show you people let’s fill it in and you can see um webinar request test i can include a particular declare example right now everything remains in the preparation ideas phase and i need the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest concern i want to submit it and let me show you men how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is necessary to know and after that it can be called ideas or demands coming in and after that i can simply go on take it and move it to a particular 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 upon how you describe your workflow just to make sure you guys 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 amazing awesome amazing i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them as well now i’ll just offer like a short overview this is the individual column as you guys understand 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 form can occupy several columns on one board yes dell you are correct every column that you develop can be almost every column you create can be in a form view and people can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a top priority one we called it priority however it’s basically a ranking column um we have actually a. Project Management Software For Individuals
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file column and we have a tags column what i like 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 show 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 task i’m working on i can simply link them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i love the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m uncertain if you guys understand what this is but 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 reverse this so i might reveal you men eliminate due date mode essentially what i want to do i want to set as deadline i want to take the status column but i could take any status column i have for example the. Project Management Software For Individuals