This article is focused on answering Project Management Software Tools Comparison …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests think of it more like imaginative requests from designers material so on etc copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that too and lastly 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 show you guys so i have it open and then we’re going to begin awesome fine let’s begin and landing page request i’m assuming
you men i’m just gon na show um talk about the basics truly quickly however i make sure you guys understand that this is a board each one of these are called a group and each row is called a product today we’re going to review 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 really just depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a short prior to working on an innovative demand is utilizing the type so a type generally takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to create and i’ll okay let me reveal you how to produce a form but essentially this form can be found in here and then the group lead of the creative design group or any other group can appoint a specific designer to work on it so let me show you guys how to create and add a type if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i recommend you men examine the view area due to the fact that it’s just another method to show um all your products simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the type view and like i said it takes certain columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be given the kind they can publish this file if you wish to require it you can always do a checkbox and then they can’t submit the type without filling this info in so you can actually simply produce any column with anything that you people need when a creative request can be found in make it a type share the type sneak peek the program you people how a form looks like um the name of the request you desire you wish to include a particular quick with a specific i understand each business has a certain structure that
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they utilize um when do you need it by the concern 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 site copy it send it to whoever let’s simply make look i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can include a specific apply for example right now everything is in the preparation concepts stage and i need 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 show you men how it comes in on the board webinar demand test so it’s always going to enter into the first group which is necessary to understand and after that it can be called demands or concepts can be found in and then i can just go on take it and move it to a specific 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 group or another board depending on how you detail your workflow just to make certain you guys 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 just compose yes so i can get feedback while you guys are listening yay yes yes remarkable incredible awesome i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them also and now i’ll simply provide like a brief introduction this is the individual 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 likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask presuming one form can occupy several columns on one board yes dell you are appropriate every column that you create can be practically every column you create can be in a type 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 utilize here is a priority one we named it top priority but it’s basically a ranking column um we have a. Project Management Software Tools Comparison
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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 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 just link them with tags and then i can cross board search it to what it’s relevant for so i discover that very cool and i love i like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure if you guys understand what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i could reveal you guys get rid of due date mode basically what i wish 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 Tools Comparison