This article is focused on answering Project Planning And Management Software …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests 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 project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you people that as well and finally i’m going to show you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to start awesome okay let’s start and landing page request i’m assuming
you men i’m just gon na reveal um talk about the essentials really rapidly however 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 fun stuff so the way i divided my board here is in between months however you can do this between jobs or customers and it really just depends upon your workflow and the way we did it here to you can do it any way you desire but a cool way to get a quick before dealing with an imaginative request is utilizing the kind so a type generally takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re searching 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 generally this kind can be found in here and then the group lead of the innovative design group or any other team can designate a specific designer to deal with it so let me show you people how to create and include a kind if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i recommend you guys check the view area due to the fact that it’s just another method to show um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the form view and like i said it takes certain columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can upload this file if you wish to require it you can always do a checkbox and then they can’t send the type without filling this information in so you can really simply create any column with anything that you guys need when an innovative request can be found in make it a type share the type sneak peek the show you guys how a type looks like um the name of the request you desire you wish to include a particular brief with a certain i know each company has a specific structure that
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they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd let me click the type 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 reveal you guys let’s fill it in and you can see um webinar demand test i can include a specific declare example today everything is in the planning concepts stage and i require the innovative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in greatest priority i wish to submit it and let me show you people how it comes in on the board webinar request test so it’s always going to enter into the first group which is important to know and after that it can be called demands or ideas can be found in and then i can simply go ahead take it and move it to a particular group that i believe it’s relevant for in this case it requires 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 detail your workflow just to make certain you men 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 people are listening yay yes yes amazing amazing amazing i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them too today i’ll simply offer like a brief introduction this is the individual column as you men understand 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 also on the product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy several columns on one board yes dell you are proper every column that you develop can be practically every column you create can be in a form view and people can fill it out and it is available in as a product on the board excellent so this is our column center what we use here is a top priority one we called it priority but it’s basically a score column um we have a. Project Planning And 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 on 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 people 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 task i’m dealing with i can merely link them with tags and then 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 leave here [Music] fine um [Music] and yeah and i’m unsure if you guys 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 reverse this so i could show you men remove deadline mode essentially what i want to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Project Planning And Management Software