This article is focused on answering Server Based 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 reveal you 3 particular on boards which are usage cases for banner and landing page requests think about it more like creative requests from designers content 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 discuss marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and then 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 reveal you people that too and last but not least 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 reveal you guys so i have it open and then we’re going to begin remarkable okay let’s start and landing page demand i’m assuming
you people i’m just gon na show um speak about the essentials really quickly however i make sure you people know that this is a board each one of these are called each row and a group is called an item today we’re going to review combinations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this in between clients or jobs and it actually simply depends upon 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 quick before working on a creative request is utilizing the form so a type essentially 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 trying to find the size of uh the banner that they want the designer to create and i’ll fine let me show you how to create a form but generally 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 people how to include a form and create 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 advise you guys inspect the view area because it’s just another way to show um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the type view and like i said it takes specific columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be provided the form they can publish this file if you want to need it you can always do a checkbox and then they can’t submit the form without filling this info in so you can truly simply create any column with anything that you men require when an imaginative request is available in make it a form share the form preview the show you guys how a kind appears like um the name of the demand you desire you want to include a particular brief with a particular i know each company has a specific structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one second let me click the type 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 certain file for example today whatever remains in the preparation ideas stage 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’s in greatest top priority i want to send it and let me show you guys how it comes in on the board webinar request test so it’s always going to come into the very first group which is essential to know and after that it can be called requests or concepts coming in and then i can simply go ahead take it and move it to a specific group that i think 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 group or another board depending on how you outline 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 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 amazing amazing incredible i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them too and now i’ll simply give like a quick overview this is the individual column as you guys understand we have our seven core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one kind can populate a number of columns on one board yes dell you are right every column that you create can be almost every column you create can be in a type 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 utilize here is a top priority one we called it priority but it’s generally a rating column um we have actually a. Server Based 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 browse 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 particularly i can see that it’s another board and after that if i have a particular job i’m dealing with i can just link 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 like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not exactly sure if you people understand what this is however 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 undo this so i might reveal you people eliminate due date mode basically 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. Server Based Project Management Software