This article is focused on answering Simple Project Management Software Os X …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are usage cases for banner and landing page requests think about it more like innovative demands from designers content so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that too and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you people so i have it open and then we’re going to start remarkable okay let’s begin and landing page demand i’m presuming
you guys i’m simply gon na reveal um speak about the essentials truly quickly but i’m sure you men understand that this is a board every one of these are called each row and a group is called a product today we’re going to go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this between tasks or clients and it really just depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short prior to working on an imaginative demand is using the type so a kind generally 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 searching for the size of uh the banner that they want the designer to produce and i’ll all right let me reveal you how to develop a form however generally this kind comes in here and after that the team lead of the creative design group or any other team can designate a certain designer to deal with it so let me show you men how to develop and add 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 men inspect the view section since it’s just another way to show um all your items simply 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 said it takes certain columns not the individual column obviously however other columns that you can conceal or make um viewable for the person that is going to be offered the kind they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t submit the form without filling this information in so you can actually simply produce any column with anything that you guys require when a creative demand is available in make it a kind share the type preview the program you men how a form appears like um the name of the request you want you wish to add a particular short with a certain i know each company has a particular structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll just reveal you people let’s fill it in and you can see um webinar demand test i can add a certain apply for example right now whatever remains in the preparation concepts phase and i need the creative department to assist me it’s right now where i’m working on it i require it by might 23rd and it remains in greatest priority i wish to submit it and let me show you guys how it is available in on the board webinar demand test so it’s always going to enter the first group which is essential to understand and then it can be called ideas or requests can be found in and after that 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 needs to be done by may so i’m going to keep it in this group i can move it to another board or another group depending upon how you describe 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 type and it’s interesting to you simply compose yes so i can get feedback while you people are listening yay yes yes amazing awesome remarkable i’m glad you people are listening and understand whatever excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them also but now i’ll simply offer like a brief introduction this is the person column as you men 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 likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy several columns on one board yes dell you are correct every column that you develop can be nearly every column you develop can be in a form view and people can fill it out and it is available in as an item on the board great so this is our column center what we use here is a priority one we called it concern however it’s essentially a score column um we have a. Simple Project Management Software Os X
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file column and we have a tags column what i love about the tag column is if i click on 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 show you men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a particular task i’m working on i can simply link them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i like the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m uncertain if you people 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 deadline mode is let me undo this so i might reveal you people get rid of due date mode basically what i wish to do i want 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 Os X