This article is focused on answering Project Task Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page requests consider it more like imaginative demands from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you people that as well and last but not least i’m going to show you control panels um so let’s start in a minute i just want to pull up the um thing that i wanted to show you people so i have it open and then we’re going to begin remarkable fine let’s start and landing page request i’m assuming
you people i’m just gon na show um speak about the basics actually rapidly but i make sure you guys understand that this is a board each one of these are called a group and each row is called a product today we’re going to go over combinations automations views and a lot more enjoyable things so the way i divided my board here is between months however you can do this in between clients or tasks and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief before dealing with an innovative request is using the kind so a type essentially takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll fine let me show you how to create a form but generally this kind comes in here and then the group lead of the innovative style group or any other team can appoint a particular 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 write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men inspect the view area due to the fact that it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the kind view and like i said it takes certain columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the form they can publish this file if you want to require it you can always do a checkbox and after that they can’t send the kind without filling this information in so you can actually simply produce any column with anything that you men require when an imaginative demand is available in make it a kind share the form sneak peek the show you people how a form appears like um the name of the demand you want you wish to include a certain 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 concern 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 just make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a specific declare example today whatever is 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 require it by might 23rd and it remains in greatest priority i want to send it and let me reveal you guys how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is very important to understand and then it can be called ideas or requests can be found in and then i can just go on take it and move it to a particular group that i think 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 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 type and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes incredible amazing amazing i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too now i’ll just provide like a quick introduction this is the person column as you guys know we have our 7 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 item itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one kind can populate a number of columns on one board yes dell you are right every column that you create can be almost every column you develop can be in a form view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we utilize here is a concern one we called it concern however it’s essentially a ranking column um we have a. Project Task 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 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 particular task i’m dealing with i can just connect them with tags and then i can cross board search it to what it’s relevant for so i discover that incredibly cool and i love i enjoy the tech college let me just leave here [Music] fine um [Music] and yeah and i’m not sure if you men know what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i could reveal you men get rid of due date 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 Task Management Software