This article is focused on answering Project Or Client Management Software …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 specific on boards which are use cases for banner and landing page demands think about it more like innovative demands from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you people that also and last but not least i’m going to show you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start amazing fine let’s start and landing page request i’m presuming
you men i’m just gon na show um discuss the basics really quickly but i make sure you guys 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 enjoyable things so the method i divided my board here is between months however you can do this between jobs or customers and it actually simply 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 dealing with an innovative request is using the form so a kind 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 trying to find the size of uh the banner that they want the designer to produce and i’ll okay let me show you how to create a type but basically this kind can be found in here and then the group lead of the imaginative style group or any other group can designate a particular designer to deal with it so let me show you guys how to add a form and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you people examine the view area due to the fact that it’s simply another way to reveal um all your items simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the type view and like i stated it takes particular columns not the person column obviously but other columns that you can conceal or make um viewable for the individual that is going to be given the type they can submit this file if you want to require it you can always do a checkbox and after that they can’t send the type without filling this info in so you can actually simply create any column with anything that you people require when an imaginative request is available in make it a type share the form preview the show you guys how a kind appears like um the name of the request you want you wish to add a certain short with a specific i understand each business has a specific structure that
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they use um when do you require it by the top 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 website 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 add a certain file for example right now everything is in the planning ideas stage and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest top priority i want to send it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to enter the very first group which is very important to know and then it can be called concepts or requests coming in and then i can simply go ahead take it and move it to a specific group that i think it matters 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 board or another group depending upon how you detail your workflow simply to make sure you guys 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 amazing incredible incredible i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll go over them also but now i’ll just offer like a short introduction this is the individual column as you people understand we have our 7 core columns here and then 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 likewise as a view we’ll get to that um soon um dale you just ask assuming one type can populate several columns on one board yes dell you are appropriate every column that you develop can be practically every column you produce can be in a kind view and individuals can fill it out and it is available in as a product on the board great so this is our column center what we utilize here is a top priority one we called it priority but it’s basically a ranking column um we have actually a. Project Or Client Management Software
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file column and we have a tags column what i enjoy 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 search facebook it’s going to do a cross board search let me show you men 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 specific job i’m working on i can just connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you people know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might reveal you men get rid of deadline mode generally what i want to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Project Or Client Management Software