This article is focused on answering Project Risk 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 3 specific on boards which are use cases for banner and landing page requests think of it more like imaginative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that also and lastly i’m going to reveal you control panels um so let’s start in a minute i simply want to pull up the um thing that i wanted to reveal you men so i have it open and then we’re going to begin amazing alright let’s start and landing page request i’m assuming
you men i’m just gon na show um discuss the essentials actually quickly however i make certain you men know 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 go over integrations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between projects or clients and it truly simply depends on 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 using the type so a kind basically takes all your columns and makes it a link that other people can complete which they can publish 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 develop and i’ll okay let me show you how to create a kind but generally this form can be found in here and after that the team lead of the creative design team or any other team can assign a specific designer to work on it so let me reveal you people how to add a kind and develop if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men examine the view area because it’s simply another way to reveal um all your items just 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 type view and like i said it takes certain columns not the person column obviously however 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 want to need it you can constantly do a checkbox and then they can’t send the form without filling this info in so you can truly simply produce any column with anything that you men require when a creative demand comes in make it a kind share the form sneak peek the program you men how a form looks like um the name of the demand you want you want to add a specific quick with a specific i know each business has a specific structure that
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they utilize um when do you require it by the priority and so on etc um you can take this link after put one second let me click 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 just make look i’ll simply show you people let’s fill it in and you can see um webinar request test i can include a specific apply for example today whatever is in the planning ideas phase and i require the creative 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 top priority i wish to submit it and let me reveal you men how it is available in on the board webinar request test so it’s constantly going to enter into the very first group which is important to know and after that it can be called concepts or demands 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 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 make sure 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 compose yes so i can get feedback while you people are listening yay yes yes amazing remarkable remarkable i’m glad you guys are listening and understand everything excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them as well now i’ll just give 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 also 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 a number of columns on one board yes dell you are proper every column that you create can be nearly every column you create can be in a form view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a concern one we named it top priority but it’s basically a rating column um we have actually a. Project Risk Management Software
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file column and we have a tags column what i like 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 browse facebook it’s going to do a cross board search let me reveal you guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain project i’m working on i can simply connect them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i love the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m uncertain if you people understand what this is however 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 get rid of deadline mode basically what i wish to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. Project Risk Management Software