This article is focused on answering Service Desk And 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 specific on boards which are use cases for banner and landing page demands consider it more like creative requests from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to show you a sneak 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 also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just want to pull up the um thing that i wanted to show you guys so i have it open and then we’re going to begin awesome fine let’s start and landing page request i’m presuming
you guys i’m simply gon na reveal um discuss the fundamentals actually rapidly but i’m sure you guys know that this is a board every one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this between jobs or clients and it truly just depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a quick before working on an innovative request is using the kind so a kind basically takes all your columns and makes it a link that other individuals can fill out which they can publish 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 develop and i’ll okay let me reveal you how to produce a type but generally this form comes in here and after that the team lead of the creative style group or any other team can designate a certain designer to deal with it so let me show you guys how to produce and include a type if anything is too quick 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 recommend you guys examine the view section due to the fact that it’s just another way to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the form view and like i stated it takes certain 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 require it you can always do a checkbox and then they can’t submit the form without filling this information in so you can really just develop any column with anything that you guys require when an imaginative request can be found in make it a type share the type sneak peek the program you guys how a kind looks like um the name of the request you want you want to add a certain quick with a specific i know 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 type i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can include a particular file for example today everything remains in the preparation ideas stage and i require the innovative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest priority i wish to submit it and let me show you men how it can be found in on the board webinar demand test so it’s constantly going to enter the very first group which is very important to know and then it can be called requests or ideas being available 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 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 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 comprehended the form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes incredible amazing amazing i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them as well but now i’ll just give like a short introduction this is the individual column as you people know we have our 7 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can populate numerous columns on one board yes dell you are correct every column that you develop can be practically every column you develop can be in a kind view and individuals can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a top priority one we named it top priority however it’s essentially a ranking column um we have a. Service Desk And Project Management Software
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file column and we have a tags column what i enjoy 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 browse 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 particularly i can see that it’s another board and then if i have a particular task i’m dealing with i can just link them with tags and after that i can cross board search it to what it matters for so i discover that incredibly cool and i love i enjoy the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m unsure if you people understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might show you people eliminate due date mode basically what i want to do i wish to set as deadline i wish to take the status column however i could take any status column i have for example the. Service Desk And Project Management Software