This article is focused on answering Project Management Software With Task Sets …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 three specific on boards which are use cases for banner and landing page demands think of it more like innovative requests from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that also and last but not least i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wanted to show you people so i have it open and then we’re going to begin awesome all right let’s begin and landing page request i’m assuming
you men i’m just gon na reveal um discuss the basics really rapidly however i’m sure you people 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 enjoyable stuff so the method i divided my board here is in between months however you can do this in between tasks or customers and it truly just 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 quick prior to working on an imaginative request is using the form so a form basically 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 looking for the size of uh the banner that they want the designer to produce and i’ll all right let me reveal you how to develop a type but generally this form can be found in here and then the group lead of the imaginative style group or any other team can appoint a certain designer to work on it so let me show you people how to develop and include a kind if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you guys examine the view area because it’s simply another way to show 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 type view and like i stated it takes certain columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be provided the form they can publish this file if you want to require it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can truly simply create any column with anything that you guys require when an innovative demand is available in make it a kind share the kind preview the program you men how a form appears like um the name of the request you want you wish to add a certain brief with a particular i understand each business has a certain structure that
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they use um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click the kind 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 just show you people let’s fill it in and you can see um webinar demand test i can add a particular declare example right now whatever remains in the planning concepts phase and i require the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest concern i want to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s constantly going to come into the first group which is necessary to understand and after that it can be called concepts or demands coming in and then i can simply go ahead take it and move it to a particular group that i think it matters 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 board or another group depending upon how you outline your workflow simply to make sure you men 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 people are listening yay yes yes amazing amazing 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 simply write me in the chat and i’ll review them too but now i’ll just provide like a brief summary this is the person column as you people know we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can occupy several columns on one board yes dell you are appropriate every column that you develop can be almost every column you produce can be in a kind view and individuals can fill it out and it can be found in as an item on the board terrific so this is our column center what we utilize here is a top priority one we named it top priority however it’s generally a ranking column um we have actually a. Project Management Software With Task Sets
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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 reveal you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular project i’m working on i can just link them with tags and after that i can cross board search it to what it’s relevant for so i find that extremely cool and i love i like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m not sure if you men 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 undo this so i could show you guys eliminate due date mode generally what i wish to do i wish to set as deadline i wish to take the status column but i could take any status column i have for example the. Project Management Software With Task Sets