This article is focused on answering Saas 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 show you 3 specific on boards which are use cases for banner and landing page requests think about it more like innovative requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and finally i’m going to reveal you control panels um so let’s start in a minute i just want to bring up the um thing that i wished to reveal you men so i have it open and then we’re going to begin awesome fine let’s start and landing page demand i’m presuming
you men i’m simply gon na reveal um talk about the fundamentals truly quickly but i make sure you guys understand that this is a board each 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 enjoyable stuff so the method i divided my board here is in between months however you can do this between customers or tasks and it actually just depends upon your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short before working on an imaginative request is using the form 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 looking for the size of uh the banner that they desire the designer to develop and i’ll fine let me reveal you how to produce a form but basically this form comes in here and then the team lead of the imaginative design team or any other team can assign a specific designer to work on it so let me reveal you guys how to create and add a form if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you guys check the view area since it’s simply another method to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the type view and like i said it takes certain columns not the person column obviously however other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can publish this file if you want to require it you can constantly do a checkbox and after that they can’t send the kind without filling this info in so you can actually just develop any column with anything that you men need when an innovative request can be found in make it a form share the type sneak peek the show you guys how a form looks like um the name of the demand you desire you want to add a certain brief with a certain i understand each company has a specific structure that
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they utilize um when do you need it by the concern and so on etc um you can take this link after put one second let me click 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 look i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can include a specific declare example right now whatever is in the planning ideas stage and i need the innovative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest top priority i want to submit it and let me show you guys how it comes in on the board webinar request test so it’s constantly going to enter into the very first group which is essential to know and then it can be called requests or concepts coming in and after that i can just go on take it and move it to a specific 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 on how you describe your workflow simply to ensure 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 just compose yes so i can get feedback while you guys are listening yay yes yes awesome remarkable incredible i’m glad you people are listening and comprehend whatever excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them as well but now i’ll just offer like a brief overview this is the person column as you people know we have our 7 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 product itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are appropriate every column that you create can be nearly every column you produce can be in a type view and individuals can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a concern one we called it concern however it’s basically a score column um we have a. Saas 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 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 specifically i can see that it’s another board and after that if i have a specific project i’m working on i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i find 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 uncertain if you people know 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 reverse this so i could show you men remove deadline mode generally what i want to do i want to set as due date i wish to take the status column however i could take any status column i have for example the. Saas Project Management Software