This article is focused on answering Project Management Software For Msp …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page demands consider it more like creative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you desire 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 2 weeks you’re going to be able to integrate 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 begin in a minute i simply want to pull up the um thing that i wished to show you people so i have it open and then we’re going to start awesome okay let’s start and landing page demand i’m assuming
you men i’m simply gon na reveal um speak about the essentials really quickly but i make sure you guys know 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 discuss integrations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this between jobs or clients and it really just depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a brief before dealing with a creative request 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 upload 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 okay let me reveal you how to produce a type but basically this form comes in here and after that the group lead of the imaginative design team or any other team can designate a specific designer to deal with it so let me reveal you men how to add a type and create 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 add view i advise you guys check the view area since it’s simply another way to reveal um all your products just 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 type view and like i stated it takes specific columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can upload this file if you want to need it you can always do a checkbox and then they can’t submit the form without filling this details in so you can truly simply create any column with anything that you guys require when an innovative demand is available in make it a type share the type preview the show you men how a form appears like um the name of the demand you want you want to add a specific brief with a certain i understand each company has a specific structure that
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they use um when do you require it by the priority and so on etc 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 look i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a specific declare example right now whatever is in the preparation concepts stage and i require the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in highest top priority i wish to send it and let me show you men how it is available in on the board webinar request test so it’s always going to come into the first group which is necessary to know and after that it can be called ideas or demands coming in and then i can simply go on take it and move it to a particular group that i think 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 group or another board depending upon how you detail your workflow simply to make certain you men 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 men are listening yay yes yes awesome incredible incredible i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them as well but now i’ll just give like a brief overview this is the person column as you guys know we have our seven core columns here and after that 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 also as a view we’ll get to that um soon um dale you just ask assuming one kind can occupy a number of columns on one board yes dell you are appropriate every column that you develop can be nearly every column you develop can be in a form view and individuals can fill it out and it is available in as a product on the board excellent so this is our column center what we utilize here is a top priority one we called it top priority however it’s basically a rating column um we have actually a. Project Management Software For Msp
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file column and we have a tags column what i love 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 search facebook it’s going to do a cross board search let me reveal you people 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 particular task i’m dealing with i can simply connect them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i like the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not sure if you people know what this is however 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 could show you people eliminate deadline mode essentially what i want to do i want 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 For Msp