This article is focused on answering Project Management Software Rated …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 reveal you 3 specific on boards which are use cases for banner and landing page requests think of it more like imaginative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you men that too and last but not least i’m going to reveal you dashboards um so let’s begin 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 then we’re going to start remarkable okay let’s start and landing page request i’m presuming
you men i’m simply gon na show um talk about the essentials really quickly however i make sure you people know that this is a board each one of these are called each row and a group is called an item today we’re going to go over combinations automations views and a lot more enjoyable stuff so the method i divided my board here is between months but you can do this in between jobs or customers and it truly 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 working on a creative demand is using the form so a kind basically takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll alright let me reveal you how to develop a kind however generally this form comes in here and then the group lead of the imaginative style group or any other team can appoint a specific designer to work on it so let me reveal you people how to include a kind and create if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you people inspect the view section since it’s simply another method to reveal 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 particular 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 type they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can really just produce any column with anything that you people require when an imaginative request comes in make it a kind share the type sneak peek the show you people how a kind appears like um the name of the demand you desire you want to add a specific short with a particular i know each business has a particular structure that
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they use um when do you require it by the concern and so on etc um you can take this link after put one 2nd let me click on the kind 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 show you men let’s fill it in and you can see um webinar request test i can add a particular declare example right now everything is in the preparation ideas stage and i require the innovative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest concern i wish to submit it and let me reveal you people how it is available in on the board webinar demand test so it’s always going to enter into the first group which is very important to understand and then it can be called concepts or requests can be found in and then i can simply go ahead take it and move it to a certain group that i believe 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 board or another group depending upon how you detail your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes incredible awesome incredible i’m glad you men 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 review them as well but now i’ll simply offer like a brief overview this is the person column as you guys know we have our seven core columns here and after that 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 soon um dale you just ask assuming one form can occupy numerous columns on one board yes dell you are correct every column that you develop can be practically 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 excellent so this is our column center what we utilize here is a priority one we named it top priority but it’s essentially a score column um we have actually a. Project Management Software Rated
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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 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 specifically i can see that it’s another board and then if i have a certain project i’m working on i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i like the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you men know 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 might show you men get rid of due date mode essentially what i wish to do i wish 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 Rated