This article is focused on answering Project Management Software Windows Mac …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 reveal you 3 specific on boards which are use cases for banner and landing page requests consider it more like innovative demands from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that too and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wanted to reveal you people so i have it open and then we’re going to start awesome fine let’s start and landing page demand i’m presuming
you men i’m just gon na reveal um discuss the basics truly quickly 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 go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this between clients or tasks and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a short before dealing with an imaginative request is utilizing the type so a kind essentially takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll okay let me show you how to develop a type however essentially this kind can be found in here and then the team lead of the creative design team or any other group can appoint a certain designer to deal with it so let me show you people how to add a form and develop if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you men examine the view area because it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i stated it takes specific columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be provided the kind they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t send the kind without filling this details in so you can actually simply create any column with anything that you men need when a creative demand is available in make it a type share the form sneak peek the show you guys how a form looks like um the name of the request you desire you wish to add a specific short with a specific i know each company has a certain structure that
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they utilize um when do you require it by the concern 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 site copy it send it to whoever let’s just make appearance i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can add a certain declare example today whatever is in the preparation ideas stage and i need the imaginative department to help me it’s right now where i’m working on it i need it by may 23rd and it’s in highest priority i wish to send it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to enter the first group which is necessary to know and then it can be called requests or ideas can be found in and then i can simply 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 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 describe 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 understood the kind and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes remarkable amazing remarkable i’m glad you people are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them also today i’ll simply provide like a short summary this is the person column as you men know we have our 7 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 likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy several columns on one board yes dell you are appropriate every column that you create can be almost every column you produce can be in a form view and individuals can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a priority one we called it top priority however it’s basically a score column um we have actually a. Project Management Software Windows Mac
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file column and we have a tags column what i love 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 show you people 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 particular project i’m dealing with i can simply link them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i love the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m unsure if you guys understand 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 reverse this so i could reveal you people get rid of deadline mode basically what i wish to do i wish to set as due date i wish to take the status column but i could take any status column i have for example the. Project Management Software Windows Mac