This article is focused on answering Project Management Software Options …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 demands consider it more like innovative demands from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that as well and finally i’m going to show you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to begin awesome all right let’s start and landing page request i’m assuming
you men i’m simply gon na reveal um speak about the basics truly rapidly but i’m sure you people know 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 fun stuff so the way i divided my board here is between months but you can do this in between projects or customers and it really simply depends on your workflow and the way we did it here to you can do it any way you desire however a cool way to get a quick before working on an innovative request is utilizing the kind so a kind basically takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll alright let me reveal you how to create a kind however essentially this kind is available in here and then the team lead of the innovative style team or any other team can assign a particular designer to work on it so let me show you guys how to add a kind and create if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men check the view section due to the fact that it’s simply another method to reveal um all your items 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 kind view and like i said it takes specific columns not the person column obviously but other columns that you can hide or make um viewable for the person that is going to be provided the type they can submit this file if you wish to need it you can always do a checkbox and then they can’t send the form without filling this details in so you can really simply develop any column with anything that you people require when a creative request can be found in make it a kind share the kind sneak peek the show you people how a form looks like um the name of the request you want you wish to add a specific brief with a certain i understand each business has a certain structure that
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they use um when do you need it by the top 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 men let’s fill it in and you can see um webinar request test i can include a specific file for example today everything is in the planning ideas phase and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest top priority i wish to submit it and let me show you guys how it comes in on the board webinar request test so it’s always going to enter the very first group which is necessary to know and then it can be called ideas or requests coming in and then i can simply proceed take it and move it to a specific 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 group or another board depending on how you outline your workflow just to make sure you guys 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 simply write yes so i can get feedback while you guys are listening yay yes yes incredible remarkable amazing i’m glad you people are listening and understand whatever fantastic 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 offer like a quick introduction this is the person column as you men understand 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 likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can populate a number of columns on one board yes dell you are correct every column that you create can be practically every column you develop can be in a kind view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a priority one we named it priority however it’s essentially a rating column um we have actually a. Project Management Software Options
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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 guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific project i’m dealing with i can merely link them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i love the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m uncertain if you guys know what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i might show you guys eliminate due date mode basically what i want to do i wish 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 Options