This article is focused on answering Project Management Software Task Tracking …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 demands think of it more like innovative demands from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and then i want to show you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you people that too and last but not least i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wished to reveal you guys so i have it open and after that we’re going to start awesome all right let’s start and landing page demand i’m presuming
you people i’m simply gon na reveal um speak about the fundamentals actually rapidly however i’m sure you guys understand that this is a board every one of these are called each row and a group is called a product today we’re going to discuss 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 in between customers or tasks and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief before working on an innovative request is using the form so a form generally takes all your columns and makes it a link that other individuals can submit 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 want the designer to develop and i’ll fine let me reveal you how to produce a type but essentially this kind can be found in here and then the group lead of the imaginative style group or any other team can designate a particular designer to work on it so let me show you men how to add a form and develop 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 suggest you men examine the view area because it’s just 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 stated it takes specific columns not the individual column obviously however other columns that you can conceal or make um viewable for the person that is going to be offered the kind they can submit this file if you want to need it you can always do a checkbox and after that they can’t send the type without filling this details in so you can truly simply develop any column with anything that you people need when an innovative demand comes in make it a kind share the kind sneak peek the program you guys how a form appears like um the name of the request you want you want to add a particular brief with a certain i understand each company has a particular structure that
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they use um when do you need it by the priority and so on etc um you can take this link after put one 2nd 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 look i’ll simply show you people let’s fill it in and you can see um webinar request test i can include a particular apply for example today whatever remains in the preparation concepts phase 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 remains in highest priority i want to send it and let me show you men how it is available in on the board webinar demand test so it’s always going to enter the very first group which is very important to know and after that it can be called ideas or requests being available in and then i can just 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 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 people are listening yay yes yes amazing amazing awesome i’m glad you guys are listening and comprehend 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 too and now i’ll simply provide like a short summary this is the individual column as you people know 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 item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy numerous columns on one board yes dell you are correct every column that you create can be nearly every column you produce can be in a type view and people can fill it out and it comes 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 essentially a score column um we have a. Project Management Software Task Tracking
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file column and we have a tags column what i like 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 show you people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a particular task i’m working on i can merely link them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me just get out of here [Music] okay 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 method i linked them together and did deadline mode is let me reverse this so i could show you guys remove due date mode generally what i wish to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Project Management Software Task Tracking