This article is focused on answering Proofing & Approvals In Project 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 three particular on boards which are use cases for banner and landing page requests think of it more like innovative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i wish to show you a slip 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 men 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 simply wish to bring up the um thing that i wanted to reveal you men so i have it open and after that we’re going to start remarkable alright let’s start and landing page request i’m presuming
you people i’m simply gon na reveal um discuss the essentials actually rapidly but i make sure you guys know 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 go over combinations 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 clients or tasks and it really simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a short prior to dealing with an imaginative request is utilizing the form so a type generally 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 desire the designer to develop and i’ll alright let me reveal you how to create a form but basically this type is available in here and after that the team lead of the creative style team or any other team can assign a specific designer to deal with it so let me reveal you people how to develop and include a type if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you people examine the view area because it’s simply another method to reveal um all your items just 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 hide or make um viewable for the person that is going to be provided the kind they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can truly simply develop any column with anything that you people require when an imaginative request comes in make it a kind share the type sneak peek the program you men how a type appears like um the name of the request you desire you wish to add a particular brief with a particular i know each business has a certain structure that
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they use um when do you need it by the priority and so on etc um you can take this link after put one 2nd 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 add a particular file for example today whatever is in the planning ideas stage and i need the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest top priority i want to submit it and let me reveal 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 very important to know and then it can be called demands or concepts can be found in and then i can just proceed take it and move it to a specific group that i believe 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 upon how you describe your workflow simply to make certain you people 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 write yes so i can get feedback while you people are listening yay yes yes amazing amazing remarkable i’m glad you guys are listening and understand everything fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them as well but now i’ll just give like a short introduction this is the individual column as you guys understand we have our seven core columns here and then 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 populate a number of columns on one board yes dell you are right every column that you produce can be nearly every column you produce can be in a kind view and people can fill it out and it can be found in as a product on the board excellent so this is our column center what we utilize here is a concern one we called it priority but it’s basically a rating column um we have a. Proofing & Approvals In Project 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 particular project i’m dealing with i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m unsure if you men understand what this is but 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 undo this so i could show you guys remove deadline mode basically what i want to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Proofing & Approvals In Project Management Software