This article is focused on answering Project Management Software Magic Quadrant …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests think of it more like imaginative requests from designers material so on etc copywriters um a social networks planning and style 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 e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that too and lastly 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 wished to reveal you men so i have it open and after that we’re going to start amazing fine let’s begin and landing page request i’m assuming
you guys i’m simply gon na reveal um speak about the fundamentals really rapidly but i make sure you people understand that this is a board each one of these are called each row and a group is called a product today we’re going to go over combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between customers or tasks and it actually simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a brief before working on a creative request is using the kind so a form generally takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to produce a type but basically this kind can be found in here and then the team lead of the innovative design team or any other group can appoint a particular designer to deal with it so let me reveal you guys how to create and add a form if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you guys check the view area due to the fact that it’s just another method to show 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 form view and like i said it takes particular 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 provided the kind they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the type without filling this details in so you can really simply produce any column with anything that you men need when an imaginative request comes in make it a kind share the type sneak peek the show you people how a form appears like um the name of the request you desire you want to include a particular short with a specific i know each business has a certain structure that
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they utilize um when do you need it by the concern and so on etc 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 website copy it send it to whoever let’s simply make appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can include a particular apply for example right now everything is in the planning ideas phase and i need the innovative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in highest top priority i want to send it and let me reveal you people how it comes in on the board webinar demand test so it’s always going to enter the very first group which is very important to know and after that it can be called concepts or requests being available in and then i can just go on take it and move it to a particular group that i believe it’s relevant 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 detail 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 kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes incredible amazing incredible i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them too but now i’ll simply offer like a brief summary this is the individual 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you just ask assuming one form can populate several columns on one board yes dell you are right every column that you develop can be nearly every column you create can be in a type view and people can fill it out and it comes in as an item on the board excellent so this is our column center what we use here is a concern one we called it concern however it’s essentially a score column um we have actually a. Project Management Software Magic Quadrant
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file column and we have a tags column what i enjoy about the tag column is if i click on 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 guys how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular task 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 enjoy the tech college let me just leave here [Music] fine 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 due date mode is let me reverse this so i might reveal you men eliminate due date mode basically what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Project Management Software Magic Quadrant