This article is focused on answering Project Management Software Online Free Best …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests think of it more like creative requests from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that too and finally i’m going to reveal you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to start amazing fine let’s begin and landing page request i’m presuming
you guys i’m just gon na show um discuss the fundamentals actually quickly however i make certain you people know that this is a board every one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months but you can do this between clients or projects and it truly simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief prior to working on an imaginative request is utilizing the form so a form 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 looking for the size of uh the banner that they desire the designer to create and i’ll fine let me reveal you how to develop a type however generally this type can be found in here and after that the team lead of the innovative style team or any other team can assign a specific designer to deal with it so let me reveal you men how to create and add a kind if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men check the view area because it’s just another method to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the type view and like i stated it takes particular columns not the person column naturally but other columns that you can conceal or make um viewable for the individual that is going to be given the form they can upload this file if you want to require it you can always do a checkbox and then they can’t send the kind without filling this details in so you can actually just create any column with anything that you people require when an innovative request is available in make it a form share the kind sneak peek the show you men how a form appears like um the name of the request you want you wish to include a certain brief with a certain i understand each company has a specific structure that
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they use um when do you need 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 type 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 simply show you guys let’s fill it in and you can see um webinar request test i can include a certain apply for example right now everything is in the preparation concepts phase and i need the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in highest top priority i wish to submit it and let me reveal you guys how it comes in on the board webinar request test so it’s constantly going to come into the very first group which is essential to know and then it can be called demands or ideas coming in and after that 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 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 detail your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes awesome incredible amazing i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them as well today i’ll simply give like a short introduction this is the person column as you people know we have our seven core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also 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 occupy a number of columns on one board yes dell you are right every column that you develop can be nearly every column you create can be in a type view and people 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 concern one we called it priority but it’s generally a rating column um we have actually a. Project Management Software Online Free Best
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file column and we have a tags column what i enjoy 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 search facebook it’s going to do a cross board search let me reveal 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 certain job i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it matters for so i find that super cool and i love i like the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m uncertain if you men 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 reverse this so i might show you guys remove due date mode basically what i want to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Project Management Software Online Free Best