This article is focused on answering Project Management Software Project Management Application …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three particular on boards which are use cases for banner and landing page requests think of it more like innovative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to start incredible all right let’s start and landing page demand i’m presuming
you people i’m simply gon na show um speak about the essentials actually quickly but i make certain you guys understand that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this in between customers or jobs and it really just depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a quick before dealing with an imaginative request is using the form so a form essentially takes all your columns and makes it a link that other individuals can fill out which they can submit 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 fine let me show you how to create a kind but basically this form is available in here and after that the group lead of the innovative design team or any other group can designate a specific designer to work on it so let me reveal you men how to create and add a kind if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people check the view section due to the fact that it’s just another method to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the form view and like i stated it takes specific columns not the individual column naturally however 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 want to require it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can really just produce any column with anything that you guys need when a creative demand can be found in make it a type share the form preview the show you men how a type looks like um the name of the request you want you wish to include a particular short with a specific i know each business has a particular structure that
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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 the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make appearance i’ll simply show you men let’s fill it in and you can see um webinar demand test i can add a particular declare example right now whatever remains in the planning ideas stage and i require the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest top priority i wish to submit it and let me reveal you men how it comes in on the board webinar demand test so it’s constantly going to enter the first group which is important to understand and then it can be called demands or ideas being available in and after that i can simply go ahead take it and move it to a particular group that i think it matters 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 describe 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 form and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes awesome remarkable amazing i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them too and now i’ll just offer like a brief summary this is the person column as you men 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 item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy a number of columns on one board yes dell you are right every column that you create can be almost every column you produce can be in a kind 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 concern one we named it concern but it’s essentially a ranking column um we have actually a. Project Management Software Project Management Application
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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 reveal you men 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 particular job i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that super cool and i love i like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m unsure 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 could reveal you guys remove due date mode basically what i want to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Project Management Software Project Management Application