This article is focused on answering Project Management Software Needs …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 use cases for banner and landing page requests think of it more like innovative requests from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that as well and last but not least i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you men so i have it open and then we’re going to start incredible alright let’s begin and landing page demand i’m assuming
you people i’m simply gon na show um speak about the essentials actually quickly but i’m 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 integrations automations views and a lot more fun stuff so the method i divided my board here is in between months however you can do this in between clients or projects and it really just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick prior to dealing with a creative demand is utilizing the form so a kind generally takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll alright let me show you how to produce a form but basically this kind is available in here and then the group lead of the imaginative style team or any other team can assign a specific designer to deal with it so let me show you people 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 add view i recommend you guys inspect the view section due to the fact that it’s just another way to show um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i said it takes specific columns not the person column obviously however other columns that you can conceal or make um viewable for the person that is going to be offered the kind they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t send the type without filling this info in so you can truly simply create any column with anything that you men need when a creative request can be found in make it a kind share the form sneak peek the program you men how a type appears like um the name of the request you want you want to include a certain brief with a specific i know each business has a particular structure that
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they utilize um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click on 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 simply make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a particular file for example right now 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 require it by might 23rd and it’s in greatest top priority i wish to submit it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to come into the very first group which is very important to know and then it can be called concepts or requests can be found in and after that i can simply go ahead take it and move it to a certain group that i believe it matters 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 upon how you outline your workflow simply to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes awesome incredible incredible i’m glad you people are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them also but now i’ll just provide like a quick summary this is the individual column as you guys know we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy numerous 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 type view and people can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a top priority one we named it concern but it’s essentially a ranking column um we have actually a. Project Management Software Needs
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file column and we have a tags column what i love 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 guys 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 certain task i’m dealing with i can just link them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly 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 people understand 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 undo this so i might show you people get rid of due date mode generally what i wish to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Project Management Software Needs