This article is focused on answering Project Management Software Platforms …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page requests think of it more like imaginative requests from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you guys that too and finally i’m going to reveal you dashboards um so let’s start in a minute i simply 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 begin awesome okay let’s start and landing page demand i’m presuming
you guys i’m just gon na show um talk about the basics really rapidly but i make sure you men 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 in between months however you can do this between projects or clients and it really simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a brief prior to dealing with an innovative demand is utilizing the kind so a form basically takes all your columns and makes it a link that other people can fill out 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 produce and i’ll fine let me reveal you how to create a form but basically this form comes in here and after that the group lead of the innovative design team or any other group can assign a specific designer to work on it so let me show you guys how to produce and include a type 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 add view i suggest you people examine the view section since it’s simply another method to show um all your items simply 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 certain 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 offered the kind they can publish this file if you want to need it you can constantly do a checkbox and then they can’t submit the form without filling this details in so you can actually simply create any column with anything that you people require when a creative demand can be found in make it a form share the kind preview the show you people how a type looks like um the name of the demand you want you wish to include a certain brief with a specific i know each company has a particular structure that
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they use um when do you require it by the top priority and so on and so forth um you can take this link after put one 2nd let me click 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 just make look i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can include a particular declare example today whatever is in the planning ideas phase and i require the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest priority i wish to send it and let me show you men how it can be found in on the board webinar request test so it’s always going to come into the first group which is necessary to know and then it can be called concepts or demands coming in and after that i can simply go ahead take it and move it to a particular group that i believe it’s relevant for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on how you describe your workflow just to ensure you guys 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 simply write yes so i can get feedback while you men are listening yay yes yes awesome amazing awesome i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them also now i’ll just provide like a short introduction this is the person column as you men understand we have our 7 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 likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one type can populate a number of columns on one board yes dell you are appropriate every column that you develop can be almost every column you produce can be in a kind view and individuals can fill it out and it can be found in as an item on the board excellent so this is our column center what we utilize here is a concern one we called it priority but it’s generally a ranking column um we have a. Project Management Software Platforms
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Project Management Software Platforms