This article is focused on answering Project Management Training Software Free …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 reveal you three specific on boards which are usage cases for banner and landing page requests think of it more like imaginative requests from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i want to reveal you an in email marketing um stability 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 integrate with facebook for facebook advertisements so i’ll reveal you men that too 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 reveal you people so i have it open and after that we’re going to start incredible alright let’s begin and landing page demand i’m assuming
you men i’m simply gon na reveal um speak about the essentials truly quickly however i’m sure you men know that this is a board every one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more fun things so the way i divided my board here is between months however you can do this in between customers or tasks and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick before working on an innovative request is utilizing the kind so a type essentially takes all your columns and makes it a link that other people can submit which they can upload 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 okay let me show you how to create a kind but essentially this form can be found in here and then the team lead of the creative design team or any other team can appoint a certain designer to deal with it so let me show you men how to produce and add a form if anything is too fast 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 people check the view section because it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the form view and like i stated it takes certain columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be offered the kind they can publish this file if you wish to need it you can always do a checkbox and then they can’t send the kind without filling this info in so you can truly simply develop any column with anything that you people require when a creative request comes in make it a form share the form preview the show you men how a type appears like um the name of the request you desire you wish to include a specific quick with a particular i understand each business has a specific 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 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 just make look i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a specific file for example today everything is in the planning ideas stage and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest top priority i want to submit it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is essential to know and after that it can be called requests or ideas being available in and after that i can simply go ahead take it and move it to a certain group that i believe it’s relevant for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another group or another board depending on how you outline your workflow simply to ensure you guys 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 write yes so i can get feedback while you people are listening yay yes yes awesome amazing incredible i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them too but now i’ll just give like a brief overview this is the individual column as you men understand 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 also on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy numerous columns on one board yes dell you are right every column that you create can be practically every column you create can be in a form view and people can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a top priority one we named it top priority however it’s basically a rating column um we have actually a. Project Management Training Software Free
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file column and we have a tags column what i love 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 show you guys how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular job i’m working on i can merely 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 love the tech college let me simply leave here [Music] fine 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 method i linked them together and did deadline mode is let me reverse this so i might reveal you people get rid of deadline mode generally what i want to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Project Management Training Software Free