This article is focused on answering Sherpa Project Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page demands think about it more like creative requests from designers content so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that as well and lastly i’m going to reveal you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to show you men so i have it open and then we’re going to begin amazing all right let’s start and landing page request i’m assuming
you men i’m just gon na show um speak about the basics actually rapidly however i make certain you men understand 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 go over combinations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this between clients or projects and it truly simply depends upon your workflow and the way we did it here to you can do it any way you want but a cool method to get a short prior to dealing with a creative demand is using the type so a form essentially takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll fine let me show you how to produce a type however essentially this form is available in here and after that the team lead of the innovative design group or any other team can appoint a particular designer to deal with it so let me reveal you guys how to produce and add a kind if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people examine the view section due to the fact that it’s just another way to show um all your products 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 stated it takes particular columns not the person column obviously but other columns that you can hide or make um viewable for the person that is going to be given the type they can submit this file if you want to require it you can always do a checkbox and after that they can’t send the form without filling this information in so you can truly just develop any column with anything that you guys need when an imaginative request can be found in make it a type share the type preview the program you men how a kind appears like um the name of the demand you want you want to include a certain brief with a specific i understand each business has a certain structure that
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they use um when do you require it by the concern and so on etc um you can take this link after put one second let me click on the form 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 guys let’s fill it in and you can see um webinar request test i can include a certain apply for example right now whatever remains in the preparation ideas stage and i need the imaginative department to assist me it’s right now where i’m working on it i require it by might 23rd and it’s in highest concern i want to submit it and let me reveal you men how it comes in on the board webinar demand test so it’s constantly going to come into the first group which is important to know and then it can be called requests or ideas coming in and after that i can just go ahead take it and move it to a certain group that i believe it matters 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 upon how you outline your workflow just to make sure 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 people are listening yay yes yes amazing awesome incredible i’m glad you people are listening and understand whatever fantastic um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them also today i’ll simply offer like a short summary this is the person column as you men know we have our 7 core columns here and then we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one kind can populate numerous columns on one board yes dell you are right every column that you produce can be nearly every column you create can be in a form view and people can fill it out and it can be found in as a product on the board great so this is our column center what we utilize here is a concern one we called it top priority however it’s essentially a rating column um we have actually a. Sherpa Project Management Software
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Sherpa Project Management Software