This article is focused on answering Project Management Software Wiki …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page demands think of it more like creative requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that too and lastly i’m going to reveal you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to begin awesome okay let’s begin and landing page demand i’m assuming
you people i’m just gon na reveal um talk about the fundamentals actually rapidly however i make certain you guys 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 review combinations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this in between tasks or customers and it truly simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief prior to dealing with an imaginative request is utilizing the kind so a form basically takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to create and i’ll okay let me show you how to produce a kind but basically this type can be found in here and after that the group lead of the creative style group or any other group can designate a certain designer to deal with it so let me reveal you people how to develop and include a type if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you men examine the view area since it’s simply 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 particular things on your board so close the type view and like i stated it takes specific 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 type they can upload this file if you want to need it you can constantly do a checkbox and then they can’t send the form without filling this information in so you can truly just create any column with anything that you people need when an imaginative request can be found in make it a kind share the form sneak peek the show you guys how a form looks like um the name of the demand you desire you want to add a certain short with a particular i know each company has a specific structure that
gantt charts project management tool monday.com alternatives
they use um when do you need it by the top priority and so on and so forth 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 just make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a specific declare example today whatever is in the preparation ideas stage and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest priority i want to submit it and let me show you men how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is necessary to know and after that it can be called requests or concepts being available in and then i can just go on take it and move it to a particular group that i think it’s relevant 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 simply 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 just write yes so i can get feedback while you men are listening yay yes yes incredible remarkable incredible i’m glad you people are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll go over them also and now i’ll just offer like a quick overview this is the person 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 likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy a number of columns on one board yes dell you are correct every column that you create can be practically every column you develop can be in a type view and individuals 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 priority one we called it priority however it’s essentially a ranking column um we have actually a. Project Management Software Wiki
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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 show 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 certain project i’m dealing with i can just connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that super cool and i love i enjoy the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not sure if you men know what this is however 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 undo this so i might reveal you guys eliminate due date mode basically what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Project Management Software Wiki