Project Management Software Monday – Work Without Limits

This article is focused on answering Project Management Software Monday …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 specific on boards which are use cases for banner and landing page demands consider it more like innovative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that too and lastly i’m going to show you dashboards um so let’s begin in a minute i simply wish 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 begin amazing alright let’s begin and landing page demand i’m assuming

 

you men i’m simply gon na reveal um speak about the basics truly quickly but i make sure you guys 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 stuff so the method i divided my board here is in between months but you can do this in between projects or clients and it really simply depends on your workflow and the way 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 imaginative demand is utilizing the form so a form generally takes all your columns and makes it a link that other individuals can complete which they can submit 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 okay let me reveal you how to create a kind however basically this kind can be found in here and after that the group lead of the creative style group or any other team can assign a specific designer to deal with it so let me show you guys how to add a type and produce 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 recommend you people examine the view section because it’s just another method to show um all your products just 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 type view and like i stated it takes particular columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can upload this file if you wish to require it you can always do a checkbox and then they can’t submit the type without filling this details in so you can truly just produce any column with anything that you men require when an innovative demand is available in make it a kind share the kind preview the show you guys how a type looks like um the name of the demand you want you want to add a specific brief with a particular i know each business has a particular structure that

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they use um when do you require it by the priority and so on etc um you can take this link after put one 2nd let me click the form 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 appearance i’ll just show you people let’s fill it in and you can see um webinar request test i can include a specific declare example right now everything is in the planning concepts 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’s in greatest top priority i want to submit it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to enter the very first group which is necessary to know and then it can be called concepts or requests coming in and then i can simply go ahead 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 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 describe your workflow just to make certain you people 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 just write yes so i can get feedback while you people are listening yay yes yes incredible awesome awesome i’m glad you people 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 as well now i’ll simply provide like a brief overview this is the individual column as you men know we have our seven 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 quickly um dale you simply ask assuming one type can populate a number of columns on one board yes dell you are appropriate every column that you develop can be practically every column you create can be in a kind 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 concern one we called it top priority however it’s generally a rating column um we have a. Project Management Software Monday

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file column and we have a tags column what i enjoy about the tag column is if i click 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 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 task i’m dealing with i can just link them with tags and after that i can cross board search it to what it’s relevant for so i find that very cool and i love i love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m unsure if you guys know what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i could show you guys eliminate due date mode essentially what i want 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 Monday