This article is focused on answering Project Management Software Guide …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page requests think of it more like imaginative demands from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i want to show you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that also and finally i’m going to show you control panels um so let’s start in a minute i just wish 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 start amazing all right let’s start and landing page request i’m assuming
you men i’m just gon na reveal um discuss the essentials really quickly but i make certain you people know 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 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 between clients or jobs and it actually simply 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 quick prior to dealing with an innovative demand is using the kind 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 trying to find the size of uh the banner that they desire the designer to produce and i’ll all right let me reveal you how to develop a form however generally this kind can be found in here and then the team lead of the innovative design group or any other team can appoint a specific designer to work on it so let me show you men how to add a form and develop if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you men inspect the view area because it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the kind view and like i said it takes certain columns not the individual column obviously however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can upload this file if you wish to require it you can always do a checkbox and then they can’t send the form without filling this details in so you can really simply develop any column with anything that you people need when an imaginative request 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 request you want you wish to add a particular short with a certain i understand each company has a certain structure that
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they use um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click on 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 just reveal you people let’s fill it in and you can see um webinar request test i can add a certain apply for example today whatever is in the preparation concepts stage and i need the imaginative 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 priority i wish to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s constantly going to come into the very first group which is necessary to know and after that it can be called ideas or demands coming in and then i can simply proceed take it and move it to a particular group that i think it’s relevant for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on how you detail 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 understood the form and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes awesome awesome amazing i’m glad you guys are listening and understand whatever 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 too now i’ll just give like a brief summary this is the person column as you people know 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one kind can occupy numerous columns on one board yes dell you are appropriate 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 utilize here is a priority one we named it priority but it’s generally a ranking column um we have a. Project Management Software Guide
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file column and we have a tags column what i enjoy 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 men 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 particular project i’m working on i can just link them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i enjoy the tech college let me simply get out of 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 deadline mode is let me reverse this so i could reveal you guys remove deadline mode generally what i wish to do i want 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 Guide