This article is focused on answering Project Management Software Forum …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page demands think of it more like creative demands from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to show you an in email 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 have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that too and finally i’m going to reveal you control panels um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you people so i have it open and after that we’re going to begin remarkable okay let’s start and landing page demand i’m assuming
you men i’m simply gon na show um speak about the basics truly quickly but i’m sure you people understand that this is a board every one of these are called a group and each row is called an item today we’re going to review integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this between clients or projects and it actually simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief before dealing with a creative demand is using the type so a form essentially takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll okay let me reveal you how to produce a form however basically this kind can be found in here and then the team lead of the creative design group or any other group can appoint a particular designer to deal with it so let me show you guys how to include a type and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you guys inspect the view section since 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 particular things on your board so close the type view and like i stated it takes certain columns not the person column naturally 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 want to require it you can always do a checkbox and then they can’t send the type without filling this information in so you can actually simply produce any column with anything that you men need when a creative request is available in make it a type share the kind preview the program you men how a type appears like um the name of the demand you desire you want to include a certain short with a certain i know each business has a particular 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 second let me click the kind i can share it i can get this link or embed it in a website 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 request test i can add a particular apply for example today everything is in the planning ideas stage and i require the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest priority i want to submit it and let me reveal you men how it is available in on the board webinar demand test so it’s always going to enter into the very first group which is very important to know and then it can be called demands or concepts being available in and after that i can just go ahead 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 upon how you outline your workflow just to make certain you men are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes amazing incredible remarkable i’m glad you people are listening and understand everything great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them as well and now i’ll simply offer like a quick introduction this is the person column as you guys understand we have our 7 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 likewise as a view we’ll get to that um soon um dale you just ask presuming one form can populate a number of columns on one board yes dell you are right every column that you produce can be practically every column you develop can be in a form view and individuals can fill it out and it is available in as an item on the board great so this is our column center what we use here is a top priority one we named it priority but it’s essentially a score column um we have actually a. Project Management Software Forum
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Project Management Software Forum