This article is focused on answering Project Management Software Steps …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 specific on boards which are use cases for banner and landing page requests consider it more like imaginative requests from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign 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 show you a slip a sneak peek of how in two weeks you’re going to be able to incorporate 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 wish to bring up the um thing that i wanted to show you people so i have it open and then we’re going to begin amazing okay let’s begin and landing page demand i’m presuming
you guys i’m simply gon na reveal um discuss the fundamentals really quickly however i’m sure you people understand that this is a board each one of these are called a group and each row is called an item today we’re going to go over combinations 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 projects or clients and it actually just depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a short before dealing with an innovative request is utilizing 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 trying to find the size of uh the banner that they desire the designer to produce and i’ll okay let me reveal you how to develop a form but basically this kind comes in here and after that the group lead of the creative style team or any other group can assign a certain designer to deal with it so let me reveal you men how to create and add a kind if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men inspect the view section since it’s just 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 method to see um certain things on your board so close the kind view and like i said it takes specific columns not the individual column of course but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can upload this file if you wish 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 develop any column with anything that you men require when an imaginative demand comes in make it a type share the type preview the program you guys how a form appears like um the name of the request you want you wish to include a specific short with a specific i know each company has a specific structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you require it by the priority and so on and so forth 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 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 include a certain file for example today everything is in the preparation concepts stage and i need the creative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest concern i wish to submit it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to come into the very first group which is very important to understand and after that it can be called demands or ideas being available in and then i can just go ahead take it and move it to a certain group that i believe it matters for in this case it needs 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 outline your workflow just to make sure you people 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 guys are listening yay yes yes incredible incredible remarkable i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them as well but now i’ll just offer like a brief overview this is the individual column as you guys understand we have our seven core columns here and then 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 also as a view we’ll get to that um quickly um dale you simply ask assuming one form can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be practically every column you produce can be in a form view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a concern one we named it top priority but it’s essentially a ranking column um we have actually a. Project Management Software Steps
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file column and we have a tags column what i like 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 search facebook it’s going to do a cross board search let me show you people 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 specific project i’m dealing with i can simply connect 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 like the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m unsure if you guys know what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might show you people get rid of deadline mode basically what i want to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Project Management Software Steps