This article is focused on answering San Francisco Project Management Software Ai …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 reveal you 3 specific on boards which are usage cases for banner and landing page requests think of it more like innovative demands from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that too and last but not least i’m going to show you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wanted to reveal you people so i have it open and then we’re going to start remarkable fine let’s start and landing page demand i’m assuming
you men i’m just gon na reveal um speak about the essentials truly quickly however i make certain you guys understand that this is a board every one of these are called each row and a group 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 between months however you can do this in between projects or customers and it really simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a brief prior to working on an imaginative request is using the form so a form generally takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll fine let me reveal you how to create a type but basically this type comes in here and after that the team lead of the innovative design group or any other team can designate a particular designer to deal with it so let me reveal you guys how to add a type and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you people examine the view section because it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the form view and like i said it takes particular columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be offered the kind they can upload this file if you want to need it you can constantly do a checkbox and then they can’t send the type without filling this info in so you can truly simply create any column with anything that you guys require when an innovative request can be found in make it a kind share the form preview the show you men how a type appears like um the name of the demand you desire you wish to add a certain quick with a certain i know each business has a certain structure that
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they use 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 website copy it send it to whoever let’s simply make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can add a specific declare example right now whatever remains in the preparation concepts phase and i need the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest concern i want to send it and let me show you men how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is important to know and after that it can be called concepts or requests can be found in and after that i can simply go ahead take it and move it to a specific group that i believe it matters 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 group or another board depending upon how you describe your workflow just to ensure you guys 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 guys are listening yay yes yes amazing incredible incredible i’m glad you guys are listening and comprehend everything terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll go over them too and now i’ll just give like a short overview this is the individual column as you people know we have our 7 core columns here and after that 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 quickly um dale you just ask assuming one type can occupy a number of columns on one board yes dell you are right every column that you create can be nearly every column you produce can be in a kind 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 use here is a top priority one we called it concern but it’s essentially a score column um we have a. San Francisco Project Management Software Ai
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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 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 search 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 certain task 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 super cool and i love i love the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m unsure if you men know what this is but this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i could show you people get rid of deadline mode generally what i want to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. San Francisco Project Management Software Ai