This article is focused on answering Purchasing Project 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 demands think of it more like creative requests from designers content 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 project tracking and i want to show you an in email 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 be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that too and finally i’m going to show you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wished to show you people so i have it open and after that we’re going to begin remarkable alright let’s start and landing page request i’m assuming
you guys i’m simply gon na show um discuss the basics truly quickly but i make certain 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 method i divided my board here is between months however you can do this in between clients or tasks and it really just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief prior to working on an innovative demand is using the kind so a kind essentially 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 okay let me reveal you how to develop a kind however generally this kind is available in here and then the group lead of the innovative design team or any other team can designate a specific designer to work on it so let me show you people how to add a type and develop 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 add view i advise you guys inspect the view area due to the fact that it’s simply another method to show um all your products simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the form view and like i stated it takes particular columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be offered the type they can upload this file if you want to need it you can constantly do a checkbox and then they can’t submit the form without filling this details in so you can really simply develop any column with anything that you people need when a creative demand is available in make it a type share the form sneak peek the program you men how a type appears like um the name of the request you want you wish to add a specific short with a particular i understand each company has a specific structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click the form 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 guys let’s fill it in and you can see um webinar request test i can include a specific declare example today everything is in the planning ideas phase and i need the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest top priority i wish to send it and let me reveal you men how it can be found in on the board webinar request test so it’s always going to come into the first group which is very important to understand and then it can be called ideas or requests coming in and then i can just go on take it and move it to a certain 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 detail your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes incredible awesome awesome i’m glad you men are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them also now i’ll just offer like a quick summary this is the person column as you guys know 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 likewise on the product itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can populate several columns on one board yes dell you are right every column that you produce can be almost every column you develop can be in a form view and people 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 concern but it’s essentially a score column um we have a. Purchasing Project Management Software
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file column and we have a tags column what i love 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 browse facebook it’s going to do a cross board search let me show you people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a specific job i’m dealing with i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i discover that very cool and i love i enjoy the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys know what this is however 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 reverse this so i could show you men remove due date mode generally what i wish to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Purchasing Project Management Software