This article is focused on answering Simple Project Management Software Free …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 show you 3 specific on boards which are use cases for banner and landing page demands consider it more like creative demands from designers material so on and so forth copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that also and last but not least i’m going to reveal you dashboards um so let’s start in a minute i simply wish to pull up the um thing that i wished to show you men so i have it open and after that we’re going to begin incredible all right let’s begin and landing page request i’m assuming
you people i’m simply gon na show um speak about the fundamentals really rapidly but i’m sure you men 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 discuss integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this in between customers or jobs and it truly simply 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 prior to dealing with an imaginative request is utilizing the type so a form essentially takes all your columns and makes it a link that other individuals can complete which they can upload 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 all right let me show you how to develop a form however basically this form comes in here and then the group lead of the imaginative design team or any other group can appoint a certain designer to work on it so let me show you men how to create and include a kind 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 include view i suggest you guys check the view area because it’s simply another way to reveal um all your items just see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the form view and like i said it takes certain columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can upload this file if you want to require it you can always do a checkbox and then they can’t submit the type without filling this information in so you can actually simply create any column with anything that you men require when a creative demand comes in make it a kind share the form sneak peek the show you people how a type looks like um the name of the request you want you want to add a certain quick with a certain i know each business has a certain structure that
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they use um when do you require it by the priority and so on and so forth 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 reveal you men let’s fill it in and you can see um webinar request test i can include a particular file for example today whatever remains in the planning ideas stage and i need the creative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in highest priority i want to send it and let me reveal you people how it can be found in on the board webinar request test so it’s constantly going to come into the first group which is very important to understand and after that it can be called requests or ideas can be found 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 might so i’m going to keep it in this group i can move it to another board or another group depending on how you outline your workflow just to ensure 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 guys are listening yay yes yes amazing amazing incredible i’m glad you guys are listening and understand whatever excellent um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them too and now i’ll simply provide like a quick introduction this is the individual column as you people know we have our seven core columns here and then we have more interesting 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 just ask presuming one kind can occupy numerous columns on one board yes dell you are proper every column that you produce can be almost every column you produce can be in a form view and people can fill it out and it can be found in as an item on the board great so this is our column center what we use here is a top priority one we named it concern however it’s generally a rating column um we have a. Simple Project Management Software Free
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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 browse facebook it’s going to do a cross board search let me reveal you guys how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain job i’m dealing with i can just link them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i like the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m not sure if you men know what this is but 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 reverse this so i could show you men remove deadline mode basically what i want to do i wish to set as due date i wish to take the status column but i could take any status column i have for example the. Simple Project Management Software Free