This article is focused on answering Proofing Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page requests consider it more like creative 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 go over marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a slip a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you guys that too and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin awesome fine let’s begin and landing page request i’m assuming
you guys i’m simply gon na reveal um speak about the fundamentals really quickly but i make sure 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 review combinations automations views and a lot more fun stuff so the method i divided my board here is between months however you can do this in between clients or tasks and it actually just depends on your workflow and the method we did it here to you can do it any way you want however a cool method to get a quick prior to working on a creative demand is utilizing the type so a kind basically takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to develop a form however generally this kind comes in here and then the team lead of the imaginative design group or any other team can appoint a particular designer to deal with it so let me reveal you men how to create and include a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you men check the view area since it’s simply another way to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the form view and like i stated it takes specific columns not the individual column of course but other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can submit this file if you wish to need it you can always do a checkbox and then they can’t send the form without filling this information in so you can truly just create any column with anything that you men need when a creative request can be found in make it a form share the kind preview the program you men how a form looks like um the name of the request you desire you wish to add a particular short with a certain i understand 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 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 look i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can include a certain apply for example right now whatever is in the planning concepts stage and i need the creative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest priority i want to submit it and let me reveal 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 essential to know and then it can be called concepts or requests being available 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 needs to be done by might so i’m going to keep it in this group i can move it to another board or another group depending upon how you describe your workflow simply to make sure 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 write yes so i can get feedback while you men are listening yay yes yes awesome awesome awesome i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them as well now i’ll just give like a short summary this is the individual column as you guys understand we have our seven core columns here and then 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 also as a view we’ll get to that um soon um dale you simply ask assuming one kind can populate numerous columns on one board yes dell you are proper every column that you create can be practically every column you produce can be in a form view and people can fill it out and it comes in as a product on the board terrific so this is our column center what we utilize here is a concern one we named it concern however it’s basically a rating column um we have a. Proofing Project 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 browse 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 particularly i can see that it’s another board and then if i have a certain project i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it matters for so i discover that very cool and i love i love the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you people know 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 undo this so i could show you men get rid of due date mode basically 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. Proofing Project Management Software