This article is focused on answering Project Management Software Implementation Plan …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 reveal you 3 particular on boards which are use cases for banner and landing page requests consider it more like creative demands from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you guys 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 reveal you men so i have it open and then we’re going to begin awesome fine let’s begin and landing page demand i’m presuming
you guys i’m simply gon na show 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 method i divided my board here is in between months but you can do this in between customers or projects and it really 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 short before working on an innovative demand is utilizing the form so a kind generally takes all your columns and makes it a link that other individuals can submit which they can submit 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 produce and i’ll alright let me reveal you how to produce a form however generally this type is available in here and then the group lead of the creative style team or any other group can assign a certain designer to work on it so let me reveal you men how to add a form and develop if anything is too fast 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 suggest you men examine the view section because it’s simply another way to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the type view and like i said it takes certain columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can submit this file if you wish to need it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can actually just develop any column with anything that you people need when a creative demand comes in make it a form share the type sneak peek the show you people how a form looks like um the name of the demand you want you want to include a certain short with a certain i understand each business has a specific structure that
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they use um when do you require 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 kind 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 simply show you people let’s fill it in and you can see um webinar demand test i can include a particular apply for example right now whatever is in the planning ideas phase and i require the creative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest priority i want to submit it and let me reveal you men how it is available in on the board webinar request test so it’s always going to come into the very first group which is very important to understand and then it can be called demands or concepts coming in and after that i can just proceed take it and move it to a certain group that i think it matters for in this case it requires 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 on how you outline your workflow just to make sure you people 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 just compose yes so i can get feedback while you men are listening yay yes yes remarkable amazing awesome i’m glad you men are listening and understand everything great um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them also now i’ll just provide like a short introduction this is the individual column as you men 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 product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy a number of columns on one board yes dell you are proper every column that you develop can be almost every column you produce can be in a kind view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a top priority one we named it priority but it’s basically a rating column um we have actually a. Project Management Software Implementation Plan
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file column and we have a tags column what i like 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 then if i have a particular project i’m working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i like the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m uncertain if you guys 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 might show you men eliminate deadline mode basically what i want to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Project Management Software Implementation Plan