This article is focused on answering Project Management Software Free Trello …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 three specific on boards which are usage cases for banner and landing page demands think about it more like imaginative requests from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to review 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 reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you people that as well and last but not least i’m going to reveal you control panels um so let’s begin in a minute i just want to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin amazing fine let’s start and landing page request i’m assuming
you men i’m just gon na reveal um speak about the fundamentals really quickly however i make certain 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 review combinations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this in between jobs or customers and it truly just depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a short before working on an innovative request is using the type so a kind essentially takes all your columns and makes it a link that other individuals can fill out 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 desire the designer to develop and i’ll alright let me reveal you how to develop a form however generally this type comes in here and after that the group lead of the imaginative design group or any other group can designate a certain designer to deal with it so let me show you men 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 try clarify so i can go here include view i advise you guys examine the view area since it’s just another method to reveal 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 specific things on your board so close the kind view and like i stated it takes certain columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can upload this file if you want to require it you can constantly do a checkbox and then they can’t submit the type without filling this details in so you can really simply produce any column with anything that you guys need when an innovative demand is available in make it a form share the type sneak peek the show you people how a form looks like um the name of the request you want you want to include a specific brief with a certain i understand each business has a certain structure that
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they utilize um when do you require it by the concern 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 simply make look i’ll just show you guys let’s fill it in and you can see um webinar request test i can include a certain declare example right now whatever remains in the preparation concepts phase and i require the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest priority i wish to submit it and let me show you guys how it comes 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 concepts or requests can be found in and then i can just 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 outline your workflow just to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes incredible remarkable incredible i’m glad you people are listening and understand everything great um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll go over them as well today i’ll simply give like a short summary this is the person column as you guys know we have our 7 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one type can occupy a number of columns on one board yes dell you are right every column that you create can be practically every column you create 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 called it concern however it’s generally a ranking column um we have a. Project Management Software Free Trello
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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 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 reveal you guys 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 job i’m dealing with i can simply link 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 enjoy the tech college let me just 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 reveal you guys eliminate deadline mode essentially what i wish to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Project Management Software Free Trello