This article is focused on answering Project Management Software White Paper …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are usage cases for banner and landing page demands think of it more like imaginative demands from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that also and lastly i’m going to show you control panels um so let’s begin in a minute i simply wish to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin incredible alright let’s begin and landing page demand i’m assuming
you people i’m just gon na show um speak about the basics really quickly but i make sure you guys know 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 review integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this between jobs or customers and it really simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short before working on an innovative request is utilizing the form so a kind generally takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll all right let me show you how to create a form however generally this form is available in here and after that the team lead of the imaginative design team or any other group can designate a specific designer to work on it so let me reveal you guys how to develop 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 area due to the fact that it’s just another method to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the kind view and like i stated it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be given the kind they can submit this file if you want to require it you can constantly do a checkbox and then they can’t submit the kind without filling this details in so you can truly simply create any column with anything that you people require when an imaginative demand comes in make it a form share the kind preview the show you guys how a form looks like um the name of the demand you desire you want to include a specific quick with a certain i understand each company has a certain structure that
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they use um when do you require it by the priority and so on etc um you can take this link after put one second let me click on the form 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 men let’s fill it in and you can see um webinar demand test i can add a particular declare example right now whatever is in the preparation ideas stage and i need the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it remains in greatest concern i want to submit it and let me reveal you people how it is available in on the board webinar request test so it’s always going to enter into the first group which is essential to understand and then it can be called ideas or demands can be found in and then i can simply go on take it and move it to a specific group that i think 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 board or another group depending upon how you describe your workflow just to ensure 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 men are listening yay yes yes remarkable incredible awesome i’m glad you people are listening and understand whatever terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them as well today i’ll just give like a quick introduction this is the individual column as you guys understand we have our seven core columns here and after that we have more interesting 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 quickly um dale you just ask assuming one type can populate a number of columns on one board yes dell you are right every column that you develop can be nearly every column you create can be in a form view and individuals can fill it out and it is available in as an item on the board excellent so this is our column center what we use here is a top priority one we named it concern however it’s basically a rating column um we have actually a. Project Management Software White Paper
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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 search facebook it’s going to do a cross board search let me reveal you guys how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a specific task i’m dealing with i can merely link them with tags and then i can cross board search it to what it matters for so i find that super 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 uncertain if you men understand 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 reveal you guys get rid of due date mode generally what i want to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Project Management Software White Paper