This article is focused on answering Simple Project Management Software Online Project Management …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page requests think of it more like innovative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review 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 sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that as well and last but not least i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wanted to reveal you guys so i have it open and then we’re going to start remarkable fine let’s start and landing page demand i’m presuming
you people i’m simply gon na show um discuss the basics really quickly 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 enjoyable stuff so the way i divided my board here is in between months but you can do this between projects or customers and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a short before dealing with an imaginative demand is using the form so a kind generally 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 searching for the size of uh the banner that they desire the designer to produce and i’ll fine let me reveal you how to create a kind but essentially this kind is available in here and after that the team lead of the imaginative design team or any other group can assign a particular designer to work on it so let me reveal you people how to add a type and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you people check the view section because it’s simply another method to reveal um all your products just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the kind view and like i stated it takes particular columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can upload this file if you want to need it you can always do a checkbox and after that they can’t submit the type without filling this details in so you can actually just develop any column with anything that you guys require when an innovative request can be found in make it a form share the form preview the program you people how a kind appears like um the name of the demand you want you want to add a particular quick with a particular i know each company has a specific structure that
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they use um when do you need it by the top priority and so on etc um you can take this link after put one 2nd let me click on 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 just show you guys let’s fill it in and you can see um webinar demand test i can add a specific file for example today everything remains in the preparation ideas stage and i need the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest priority i want to send it and let me show you guys how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is essential to know and after that it can be called requests or ideas being available in and then i can simply go on 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 upon how you detail your workflow simply to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes incredible amazing incredible i’m glad you people are listening and understand everything great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them also now i’ll simply offer like a short introduction this is the person column as you guys know we have our 7 core columns here and after that 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 product itself and likewise as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy numerous columns on one board yes dell you are right every column that you produce can be almost every column you create can be in a form view and individuals can fill it out and it can be found in as an item on the board terrific so this is our column center what we utilize here is a concern one we named it concern however it’s generally a ranking column um we have a. Simple Project Management Software Online Project Management
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file column and we have a tags column what i love about the tag column is if i click this right now 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 then if i have a particular project i’m dealing with i can just connect them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i enjoy the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not sure 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 due date mode is let me undo this so i might reveal you men eliminate deadline mode basically what i want 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 Project Management Software Online Project Management