This article is focused on answering Project Task Management Software Review …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 show you 3 specific on boards which are use cases for banner and landing page demands think of it more like innovative requests from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want 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 then i want to show you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i just wish to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to start amazing fine let’s begin and landing page request i’m presuming
you people i’m just gon na show um speak about the basics truly quickly however i make certain you men understand that this is a board every one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this between customers or tasks and it truly just depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a short before working on an imaginative request is using the form so a form 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 alright let me reveal you how to develop a form however generally this type comes in here and after that the team lead of the creative style group or any other group can designate a certain designer to deal with it so let me reveal you people how to produce and include a kind 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 advise you guys inspect the view area due to the fact that it’s simply another way to show um all your items just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the form view and like i said it takes certain 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 given the type they can publish this file if you wish to need 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 develop any column with anything that you people require when an innovative request is available in make it a form share the type preview the program you guys how a type appears like um the name of the request you desire you want to include a particular quick with a particular i know each company has a specific structure that
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they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one second let me click on the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a certain file for example today whatever is in the planning ideas phase and i need the innovative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in highest top priority i wish to submit 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 come into the first group which is important to understand and after that it can be called ideas or demands 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 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 describe your workflow simply to ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes remarkable awesome incredible i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll discuss them also but now i’ll just provide like a brief overview this is the individual column as you men know we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy several columns on one board yes dell you are proper every column that you produce can be almost every column you create can be in a type 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 priority one we called it priority but it’s basically a rating column um we have a. Project Task Management Software Review
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file column and we have a tags column what i like 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 guys how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular job i’m working on i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i enjoy the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m not exactly sure if you men understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might reveal you guys get rid of deadline mode generally what i want to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Project Task Management Software Review