This article is focused on answering Project Management Tools Software Packages …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page requests consider it more like innovative requests from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that as well and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just want to pull up the um thing that i wanted to show you men so i have it open and after that we’re going to begin remarkable fine let’s start and landing page demand i’m assuming
you guys i’m simply gon na reveal um discuss the fundamentals really rapidly however i make certain you guys 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 discuss combinations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this between customers or projects and it truly just depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a short before working on a creative demand is using the type so a type 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 desire the designer to produce and i’ll all right let me show you how to develop a type but essentially this form comes in here and then the team lead of the imaginative style group or any other group can appoint a particular designer to work on it so let me reveal you people how to produce and include a form 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 section because it’s simply another method to reveal um all your products simply 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 form view and like i stated it takes particular columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the form without filling this information in so you can actually simply produce any column with anything that you people need when an innovative request comes in make it a type share the kind sneak peek the show you guys how a kind appears like um the name of the demand you desire you want to add a certain brief with a specific i know each company has a particular structure that
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they use um when do you need it by the priority and so on and so forth 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 site copy it send it to whoever let’s simply make look i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a particular apply for example right now everything remains in the preparation ideas phase and i require the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i wish to send it and let me show you people how it comes in on the board webinar demand test so it’s always going to come into the very first group which is necessary to know and after that it can be called requests or ideas can be found in and after that i can just go on take it and move it to a certain group that i think it’s relevant 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 just to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes remarkable awesome remarkable i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them also and now i’ll simply provide like a brief overview this is the individual column as you guys know we have our seven core columns here and after that we have more interesting 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 quickly um dale you simply ask assuming one form can populate several columns on one board yes dell you are correct every column that you create can be nearly every column you develop can be in a form view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we use here is a concern one we called it priority however it’s basically a score column um we have actually a. Project Management Tools Software Packages
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Project Management Tools Software Packages