This article is focused on answering Project Management Software Not Cloud Based …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 three specific on boards which are use cases for banner and landing page demands think of it more like innovative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a sneak 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 also and last but not least i’m going to reveal you control panels um so let’s start in a minute i just 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 start awesome all right let’s start and landing page demand i’m assuming
you men i’m just gon na reveal um talk about the essentials truly quickly but i make sure you guys know that this is a board each one of these are called a group and each row is called a product today we’re going to discuss combinations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between customers or projects and it truly just depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a brief before working on an imaginative request is using the type so a kind essentially takes all your columns and makes it a link that other individuals can complete which they can publish 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 alright let me show you how to produce a kind but generally this type can be found in here and then the team lead of the innovative style group or any other group can assign a particular designer to work on it so let me show you people how to develop 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 try clarify so i can go here include view i suggest you men inspect the view section since it’s just another way to reveal um all your items just 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 kind view and like i said 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 offered the type they can submit this file if you wish to require it you can always do a checkbox and then they can’t submit the kind without filling this details in so you can really simply produce any column with anything that you guys require when a creative request is available in make it a type share the type sneak peek the program you men how a type appears like um the name of the demand you want you want to include a certain brief with a particular i know each business has a certain structure that
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they utilize um when do you need it by the priority 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 just make appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a particular declare example right now whatever is in the preparation concepts stage and i need 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 highest priority i wish to submit it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is essential to understand and then it can be called demands or concepts can be found in and after that i can just go on take it and move it to a certain 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 upon how you detail your workflow simply to make certain you men 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 write yes so i can get feedback while you guys are listening yay yes yes remarkable incredible incredible i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them also today i’ll just provide like a brief introduction this is the person column as you people 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 product itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy numerous columns on one board yes dell you are right every column that you produce can be practically 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 called it concern however it’s basically a ranking column um we have actually a. Project Management Software Not Cloud Based
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file column and we have a tags column what i love 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 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 specific 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 extremely cool and i love i enjoy the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m not sure if you guys understand what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i could show you men remove deadline mode essentially what i wish to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Project Management Software Not Cloud Based