This article is focused on answering Project Management Whiteboard Software …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 reveal you three particular on boards which are use cases for banner and landing page requests think of it more like creative requests from designers content 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 project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that too and last but not least i’m going to show you control panels um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin awesome all right let’s start and landing page demand i’m assuming
you guys i’m simply gon na reveal um talk about the fundamentals really rapidly however i make certain you people understand that this is a board every one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months but you can do this between tasks or customers and it truly just depends upon 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 short before dealing with a creative demand is utilizing the kind so a form basically takes all your columns and makes it a link that other people can complete which they can submit 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 create a form but generally this kind comes in here and after that the group lead of the creative style team or any other team can designate a particular designer to deal with it so let me show you people how to include a form and produce 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 advise you guys examine the view section 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 form view and like i stated it takes particular 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 type they can upload this file if you wish to require it you can always do a checkbox and then they can’t submit the type without filling this details in so you can really just produce any column with anything that you men need when a creative demand comes in make it a form share the type preview the show you people how a form looks like um the name of the request you desire you wish to add a specific quick with a particular i understand each company has a particular structure that
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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click on the kind i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll simply show you men let’s fill it in and you can see um webinar request test i can include a specific declare example right now whatever remains in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest concern i want to send it and let me show you men how it is available in on the board webinar request test so it’s constantly going to come into the first group which is necessary to know and after that it can be called requests or ideas being available in and then i can just go on take it and move it to a specific 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 detail 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 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 remarkable awesome remarkable i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them too now i’ll simply offer like a short overview this is the person column as you guys know we have our seven core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate numerous columns on one board yes dell you are appropriate every column that you produce can be almost every column you develop can be in a type view and individuals can fill it out and it comes in as a product on the board great so this is our column center what we use here is a concern one we named it top priority but it’s basically a rating column um we have actually a. Project Management Whiteboard Software
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Project Management Whiteboard Software