This article is focused on answering Project Management Software Proworkflow …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 three particular on boards which are usage cases for banner and landing page requests think of it more like innovative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign 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 sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that also and finally i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to begin awesome okay let’s begin and landing page request i’m assuming
you men i’m simply gon na show um speak about the basics actually rapidly however i make sure 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 fun stuff so the way i divided my board here is in between months but you can do this between clients or tasks and it truly just 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 short prior to working on an imaginative demand is utilizing the type so a type basically takes all your columns and makes it a link that other individuals 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 develop and i’ll all right let me reveal you how to produce a type but essentially this form comes in here and then the group lead of the creative design group or any other group can assign a specific designer to deal with it so let me show you people how to produce and include a form 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 advise you men check the view area due to the fact that it’s just another way to show um all your products just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the kind view and like i said it takes certain columns not the individual column naturally however other columns that you can conceal or make um viewable for the person that is going to be given the type they can upload this file if you want to need it you can always do a checkbox and after that they can’t submit the kind without filling this info in so you can actually simply create any column with anything that you men require when a creative request comes in make it a kind share the form sneak peek the program you people how a form looks like um the name of the demand you desire you want to include a particular quick with a certain i know each company 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 simply reveal you people let’s fill it in and you can see um webinar request test i can include a certain file for example right now everything remains in the preparation concepts stage and i need the imaginative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in highest top priority i want to submit it and let me reveal you people how it can be found in on the board webinar request test so it’s always going to enter the very first group which is important to understand and then it can be called concepts or requests 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 requires 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 describe your workflow simply 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 kind and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes awesome remarkable incredible i’m glad you men are listening and comprehend whatever excellent 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 too today i’ll just offer like a quick overview this is the person column as you men know we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um quickly um dale you just ask assuming one type can populate several columns on one board yes dell you are right every column that you create can be almost every column you create can be in a form view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a concern one we named it top priority however it’s generally a rating column um we have a. Project Management Software Proworkflow
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file column and we have a tags column what i love about the tag column is if i click 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 men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain task i’m dealing with i can just link them with tags and after that i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me just leave here [Music] all right um [Music] and yeah and i’m unsure if you guys understand what this is but this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i could show you guys eliminate due date mode basically what i want to do i want to set as due date i want to take the status column but i could take any status column i have for example the. Project Management Software Proworkflow