This article is focused on answering Scheduling Software For Project Management …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 use cases for banner and landing page requests think of it more like imaginative demands from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you guys that too and finally i’m going to show you control panels um so let’s begin in a minute i simply wish to pull 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 alright let’s start and landing page demand i’m assuming
you men i’m just gon na show um talk about the basics actually quickly but i’m sure you men know 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 discuss combinations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this in between customers or jobs and it truly simply depends on your workflow and the method we did it here to you can do it any way you want however a cool way to get a short before dealing with an innovative request is using the kind so a form 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 looking for the size of uh the banner that they want the designer to create and i’ll okay let me reveal you how to create a kind but essentially this type comes in here and then the group lead of the innovative style team or any other group can designate a particular designer to deal with it so let me reveal you people how to develop and add a form if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you guys inspect the view section since it’s just another way 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 individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can truly just produce any column with anything that you guys need when a creative request is available in make it a kind share the form sneak peek the show you men how a type appears like um the name of the demand you desire you wish to add a certain short with a particular i know each company has a particular structure that
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they utilize um when do you need 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 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 men let’s fill it in and you can see um webinar demand test i can add a specific declare example today everything remains in the preparation ideas stage and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in greatest top priority i wish to submit it and let me reveal you men how it is available in on the board webinar demand test so it’s always going to enter the very first group which is very important to know and after that it can be called demands or ideas can be found in and after that i can just go on take it and move it to a particular group that i believe it’s relevant for in this case it requires 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 outline your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes remarkable remarkable remarkable i’m glad you people are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them as well but now i’ll just offer like a quick summary this is the individual column as you people understand we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um soon um dale you just ask assuming one type can occupy a number of columns on one board yes dell you are appropriate every column that you develop can be almost every column you develop can be in a form view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we use here is a priority one we named it concern however it’s essentially a rating column um we have a. Scheduling Software For Project Management
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file column and we have a tags column what i like about the tag column is if i click 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 men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular job i’m working on i can merely connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me just get out of here [Music] okay 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 due date mode is let me undo this so i might reveal you people eliminate due date mode essentially what i want to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Scheduling Software For Project Management