This article is focused on answering Project Management Software Modules …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are usage cases for banner and landing page requests consider it more like imaginative requests from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i wish 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 lastly i’m going to reveal you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wished to show you men so i have it open and after that we’re going to begin awesome all right let’s begin and landing page request i’m assuming
you people i’m just gon na show um speak about the fundamentals truly quickly however i make sure you men understand that this is a board every one of these are called each row and a group is called a product today we’re going to review integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this between tasks or clients and it actually simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a brief prior to working on an innovative demand is using the kind so a type generally 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 searching for the size of uh the banner that they desire the designer to create and i’ll all right let me reveal you how to develop a kind however essentially this kind can be found in here and after that the group lead of the creative style team or any other team can designate a particular designer to deal with it so let me show you guys how to create and add a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men inspect the view section because it’s just another way 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 certain things on your board so close the form view and like i stated it takes specific columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can really just produce any column with anything that you guys need when a creative request can be found in make it a kind share the form sneak peek the show you men how a form looks like um the name of the request you want you want to add a particular short with a certain i know each business has a particular structure that
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they use um when do you require it by the top priority and so on and so forth um you can take this link after put one second let me click on the kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a particular apply for example right now whatever is in the planning ideas phase and i require the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest priority i wish to send it and let me reveal you men how it comes in on the board webinar demand test so it’s always going to enter into the first group which is necessary to know and then it can be called ideas or demands coming in and after that i can simply go ahead take it and move it to a particular group that i believe it matters 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 board or another group depending on how you outline your workflow just to make sure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes amazing awesome awesome i’m glad you guys are listening and understand everything great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them also and now i’ll simply offer like a short introduction this is the individual column as you guys know we have our 7 core columns here and then 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 likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy several columns on one board yes dell you are right every column that you develop can be almost every column you develop can be in a type view and individuals can fill it out and it is available in as an item on the board fantastic so this is our column center what we utilize here is a priority one we named it concern but it’s generally a score column um we have actually a. Project Management Software Modules
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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 browse facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a specific task i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i love the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m uncertain if you men know what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me undo this so i could reveal you people get rid of due date mode basically what i wish 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 Modules