This article is focused on answering Resource Allocation 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 3 particular on boards which are use cases for banner and landing page demands consider it more like innovative demands from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that as well and lastly i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to begin incredible alright let’s begin and landing page request i’m assuming
you people i’m simply gon na show um discuss the basics actually quickly however i make sure you men 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 integrations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months but you can do this in between customers or tasks and it actually simply depends on your workflow and the way we did it here to you can do it any way you want but a cool way to get a quick prior to dealing with a creative request is using the form 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 trying to find the size of uh the banner that they desire the designer to produce and i’ll all right let me reveal you how to create a form but basically this kind can be found in here and then the group lead of the imaginative design team or any other team can designate a specific designer to work on it so let me show you people how to include a type and create if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you men check the view area because 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 method to see um particular things on your board so close the form view and like i stated it takes specific columns not the person column naturally however other columns that you can conceal or make um viewable for the individual that is going to be given the type they can publish this file if you wish to need it you can always do a checkbox and then they can’t send the type without filling this details in so you can really just produce any column with anything that you people need when an innovative request is available in make it a kind share the form sneak peek the show you guys how a kind looks like um the name of the request you want you want to add a certain short with a certain i understand each business has a specific structure that
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they use 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 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 people let’s fill it in and you can see um webinar request test i can add a specific apply for example right now everything is in the preparation concepts phase and i require the innovative 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 concern i want to send it and let me reveal you men how it can be found in on the board webinar demand test so it’s always going to enter the first group which is essential to know and after that it can be called requests or concepts can be found in and after that i can just go ahead take it and move it to a specific group that i believe it matters 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 upon how you describe your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes amazing awesome amazing i’m glad you men are listening and comprehend whatever terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them too today i’ll simply provide like a brief summary this is the individual column as you men know 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 likewise as a view we’ll get to that um quickly um dale you just ask assuming one type can occupy several columns on one board yes dell you are proper every column that you create can be nearly every column you create can be in a form view and individuals can fill it out and it is available in as a product on the board excellent so this is our column center what we use here is a concern one we named it priority but it’s essentially a ranking column um we have a. Resource Allocation 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 today 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 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 certain job 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 incredibly cool and i love i like the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you men understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i might show you men eliminate due date mode generally what i wish to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Resource Allocation Project Management Software