This article is focused on answering R&D Project Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page requests consider it more like creative demands from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you desire 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 then i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you people that too and finally i’m going to show you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and after that we’re going to start remarkable okay let’s begin and landing page request i’m presuming
you people i’m simply gon na reveal um talk about the basics actually rapidly however i make sure you people understand that this is a board each one of these are called each row and a group is called a product today we’re going to review integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this in between customers or tasks and it truly just 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 quick prior to working on an imaginative request is using the kind so a type basically takes all your columns and makes it a link that other individuals can fill out 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 produce and i’ll alright let me reveal you how to create a type however generally this type can be found in here and after that the team lead of the imaginative style team or any other group can assign a specific designer to work on it so let me show you guys how to include a form and create 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 people check the view section due to the fact that it’s simply another method to show um all your products just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the type view and like i said it takes particular columns not the person column obviously however other columns that you can hide or make um viewable for the individual that is going to be provided 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 just create any column with anything that you men require when an innovative demand can be found in make it a type share the form preview the show you guys how a form looks like um the name of the request you desire you wish to include a particular quick with a specific i understand each company has a specific structure that
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they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one 2nd let me click on the kind 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 appearance i’ll simply show you guys let’s fill it in and you can see um webinar demand test i can include a particular apply for example today everything remains in the preparation concepts stage and i need the creative department to help me it’s right now where i’m working on it i require it by might 23rd and it remains in highest priority i want to send it and let me reveal you guys how it can be found in on the board webinar demand test so it’s always going to come into the first group which is essential to know and after that it can be called concepts or requests being available in and after that i can simply go ahead take it and move it to a certain group that i believe it’s relevant for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another board or another group depending on how you describe your workflow just to make sure you guys 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 people are listening yay yes yes incredible amazing incredible i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them too today i’ll just offer like a quick introduction this is the individual column as you guys know we have our seven 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 product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy several columns on one board yes dell you are proper every column that you create can be almost 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 fantastic so this is our column center what we use here is a priority one we named it top priority but it’s generally a rating column um we have a. R&D 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 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 particularly i can see that it’s another board and after that if i have a particular job i’m dealing with i can simply link 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] okay um [Music] and yeah and i’m uncertain if you men understand what this is but 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 reverse this so i could show you people eliminate deadline mode essentially what i wish to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. R&D Project Management Software