This article is focused on answering Project Management Technical Software …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three specific on boards which are usage cases for banner and landing page demands think about it more like creative demands from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire 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 then i wish to show you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to show you people so i have it open and then we’re going to start incredible all right let’s begin and landing page request i’m presuming
you people i’m just gon na reveal um talk about the essentials actually quickly but i make sure you people understand that this is a board every one of these are called a group and each row is called an item today we’re going to go over integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this in between customers or jobs and it really simply depends on 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 brief before dealing with an imaginative request is using the form so a type generally 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 desire the designer to produce and i’ll fine let me reveal you how to create a form but basically this type can be found in here and then the group lead of the creative style team or any other group can appoint a certain designer to work on it so let me reveal you guys how to produce and add a form if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you men inspect the view section since it’s simply another method to show 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 certain things on your board so close the kind view and like i said it takes particular columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be offered the form they can submit this file if you want 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 just develop any column with anything that you people need when an imaginative request can be found in make it a type share the type sneak peek the program you men how a form looks like um the name of the request you desire you want to add a particular short with a certain i understand each company has a certain structure that
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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one 2nd let me click on 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 simply make look i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can include a certain file for example today whatever is in the planning concepts phase and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest priority i want to send it and let me show you guys how it can be found in on the board webinar request test so it’s constantly going to come into the very first group which is important to know and after that it can be called demands or ideas being available in and then i can simply go ahead 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 may so i’m going to keep it in this group i can move it to another group or another board depending on how you describe 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 understood the kind and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes awesome incredible remarkable i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them too now i’ll just offer like a short summary this is the individual column as you people know we have our 7 core columns here and after that 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 also as a view we’ll get to that um soon um dale you simply ask assuming one type can populate numerous columns on one board yes dell you are correct every column that you create can be practically 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 great so this is our column center what we use here is a top priority one we called it priority however it’s basically a score column um we have actually a. Project Management Technical Software
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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 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 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 working on i can merely link them with tags and after that i can cross board search it to what it matters for so i discover that super cool and i love i enjoy the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you people know what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i might show you men get rid of deadline mode generally what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Project Management Technical Software