This article is focused on answering Project Management Technical Software Team …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 particular on boards which are use cases for banner and landing page demands consider it more like creative requests from designers content so on and so forth 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 want to show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak 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 men that as well and finally i’m going to reveal you control panels 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 after that we’re going to start remarkable okay let’s start and landing page request i’m assuming
you people i’m just gon na reveal um speak about the fundamentals truly rapidly however i’m sure you men 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 fun stuff so the way i divided my board here is between months but you can do this between jobs or clients and it really just depends upon 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 dealing with a creative request is using the type so a form 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 trying to find the size of uh the banner that they want the designer to produce and i’ll all right let me show you how to create a kind but essentially this form is available in here and after that the team lead of the innovative style group or any other team can assign a particular designer to work on it so let me reveal you guys how to develop and add a form if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people check the view area since it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type view and like i stated it takes specific 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 kind they can publish this file if you want to require it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can actually simply develop any column with anything that you people require when an innovative request can be found in make it a kind share the type preview the program you people how a kind appears like um the name of the demand you desire you want to include a certain brief with a particular i know each company has a particular structure that
gantt charts project management tool monday.com alternatives
they use um when do you need it by the concern and so on etc um you can take this link after put one second let me click 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 look i’ll simply show 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 require 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 greatest concern i wish to send it and let me show you people how it comes in on the board webinar request test so it’s constantly going to come into the very first group which is very important to know and after that it can be called requests or ideas coming in and after that i can just 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 on how you outline your workflow simply 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 kind and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes incredible awesome remarkable i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too now i’ll just give like a brief introduction this is the individual column as you guys know 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy several columns on one board yes dell you are right every column that you create can be practically every column you produce can be in a form view and people can fill it out and it comes 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 concern however it’s generally a ranking column um we have actually a. Project Management Technical Software Team
monday.com, project management, tool, software application, prices, asana, apps, trello, kanban, microsoft, automations, option, crm, user, project management software, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.
file column and we have a tags column what i like about the tag column is if i click 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 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 certain job i’m dealing with i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i find that super cool and i love i like the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m uncertain if you guys 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 reverse this so i could show you people remove due date mode generally what i want to do i wish to set as due date i want to take the status column but i might take any status column i have for example the. Project Management Technical Software Team