This article is focused on answering Project Management Software Implementation Book …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page requests think about it more like innovative requests from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish 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 2 weeks you’re going to be able to incorporate with facebook for facebook ads 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 start in a minute i simply wish to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to start remarkable all right let’s start and landing page request i’m assuming
you guys i’m just gon na show um talk about the essentials really rapidly however i make certain you guys understand 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 enjoyable things so the method i divided my board here is in between months but you can do this between clients or tasks and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief before dealing with an innovative demand is utilizing the form so a type basically 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 produce and i’ll fine let me show you how to produce a form but basically this type comes in here and then the group lead of the imaginative style group or any other group can appoint a certain designer to deal with it so let me reveal you people how to create and include a kind if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you men check the view area because it’s simply another method to show 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 specific things on your board so close the kind view and like i said it takes particular columns not the person column obviously however other columns that you can hide or make um viewable for the individual that is going to be given the type they can submit this file if you want to need it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can really simply create any column with anything that you people need when a creative demand can be found in make it a form share the type preview the show you guys how a kind looks like um the name of the request you desire you wish to add a particular quick with a specific i understand each business has a particular structure that
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they use um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click on the type 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 today whatever remains in the preparation ideas stage and i require the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest top priority i wish to send it and let me reveal you people how it can be found in on the board webinar request test so it’s constantly going to enter the first group which is essential to understand and then it can be called ideas or demands coming in and then i can simply proceed take it and move it to a specific group that i believe it’s relevant 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 on how you describe your workflow just to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible awesome remarkable 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 simply provide like a short summary this is the individual column as you guys know we have our 7 core columns here and after that we have more fascinating 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 type can populate several columns on one board yes dell you are right every column that you develop can be nearly every column you produce can be in a type view and individuals can fill it out and it comes in as a product on the board great so this is our column center what we utilize here is a priority one we called it top priority but it’s basically a ranking column um we have actually a. Project Management Software Implementation Book
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Project Management Software Implementation Book