This article is focused on answering Project Management Software Notes …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 reveal you three particular on boards which are usage cases for banner and landing page demands consider it more like creative demands from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to start remarkable fine let’s begin and landing page demand i’m assuming
you men i’m just gon na show um speak about the basics actually rapidly but i’m sure you men understand that this is a board each one of these are called a group and each row is called an item today we’re going to go over 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 in between clients or jobs and it really simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a quick before working on an imaginative request is utilizing the kind so a kind basically 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 want the designer to produce and i’ll alright let me show you how to produce a kind however generally this type is available in here and then the team lead of the innovative style team or any other group can assign a specific designer to deal with it so let me reveal you people how to include a kind and develop if anything is too fast 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 section because it’s simply another way to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the form view and like i said it takes particular columns not the person column naturally however other columns that you can hide or make um viewable for the individual that is going to be given the form they can publish this file if you want to require it you can constantly do a checkbox and then they can’t send the type without filling this info in so you can really just produce any column with anything that you men require when an imaginative request is available in make it a kind share the kind sneak peek the program you guys how a kind appears like um the name of the request you want you want to add a certain short with a specific i understand each company has a particular structure that
gantt charts project management tool monday.com alternatives
they use um when do you require it by the top priority and so on etc 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 site copy it send it to whoever let’s just make look i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can add a particular apply for example today everything remains in the preparation ideas stage and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest priority i wish to send it and let me show you people how it comes in on the board webinar request test so it’s constantly going to enter the first group which is important to understand and then it can be called ideas or demands coming in and after that i can just go on take it and move it to a certain 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 board or another group depending on how you describe your workflow just to ensure 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 simply compose yes so i can get feedback while you people are listening yay yes yes incredible incredible remarkable i’m glad you people are listening and understand everything great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them also today i’ll simply give like a quick summary this is the person column as you men understand we have our 7 core columns here and then 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 quickly um dale you simply ask presuming one form can populate several columns on one board yes dell you are proper every column that you produce can be nearly every column you produce can be in a kind view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a priority one we called it concern but it’s basically a ranking column um we have actually a. Project Management Software Notes
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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 today 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 particularly i can see that it’s another board and after that if i have a certain project i’m dealing with i can just connect them with tags and after that i can cross board search it to what it’s relevant for so i find that extremely cool and i love i love the tech college let me just leave here [Music] alright 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 connected them together and did due date mode is let me reverse this so i could show you men get rid of due date mode essentially what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Project Management Software Notes