This article is focused on answering Simple Desktop Project Management Software …I’m a customer success manager 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 demands think of it more like innovative demands from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a slip a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you men that also and last but not least i’m going to show you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wanted to reveal you men so i have it open and then we’re going to start awesome fine let’s begin and landing page request i’m assuming
you guys i’m just gon na reveal um talk about the essentials truly rapidly however i’m sure you people know that this is a board each one of these are called a group and each row is called an item today we’re going to go over integrations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this between clients or jobs and it truly just 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 before dealing with an imaginative request is utilizing the type so a form essentially takes all your columns and makes it a link that other people can complete 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 fine let me reveal you how to create a type however essentially this form is available in here and after that the team lead of the innovative design team or any other team can designate a specific 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 unclear please compose 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 since it’s just another method 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 individual column naturally but other columns that you can hide or make um viewable for the person that is going to be given the type they can publish this file if you wish to need it you can always do a checkbox and after that they can’t send the form without filling this info in so you can actually simply develop any column with anything that you men need when an imaginative demand comes in make it a kind share the type sneak peek the program you people how a kind appears like um the name of the request you want you wish to include a particular short with a certain i know each company has a certain structure that
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they utilize 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 second let me click 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 just make appearance i’ll just reveal you men let’s fill it in and you can see um webinar request test i can include a certain file for example right now whatever remains in the planning ideas phase and i need the imaginative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in highest concern i wish to submit it and let me reveal you guys how it comes in on the board webinar demand test so it’s always going to come into the very first group which is very important to understand and then it can be called concepts or requests coming in and then i can just 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 outline your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes amazing awesome remarkable i’m glad you guys are listening and understand everything terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them also but now i’ll just offer like a quick overview this is the person column as you guys know we have our seven 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 item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are right every column that you develop can be practically every column you create can be in a kind view and people can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a concern one we named it top priority but it’s basically a rating column um we have a. Simple Desktop Project Management Software
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file column and we have a tags column what i love 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 reveal 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 specific project i’m working on i can simply connect them with tags and after that i can cross board search it to what it matters for so i discover that extremely cool and i love i love the tech college let me just leave here [Music] okay um [Music] and yeah and i’m unsure if you guys understand what this is however 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 reverse this so i could show you guys eliminate deadline mode basically what i wish to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Simple Desktop Project Management Software