This article is focused on answering Simple Project Management Software Project Management Calendar …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 three specific on boards which are use cases for banner and landing page demands think about it more like innovative requests from designers material so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and then i wish to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you men that also and finally i’m going to reveal you control panels um so let’s begin in a minute i just want to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to start incredible okay let’s begin and landing page request i’m assuming
you guys i’m simply gon na reveal um speak about the fundamentals really quickly but i make sure you guys understand that this is a board every one of these are called a group and each row is called a product today we’re going to go over combinations 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 between clients or jobs and it actually just depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief prior to dealing with a creative demand is utilizing the form so a form generally takes all your columns and makes it a link that other people can submit 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 develop and i’ll okay let me reveal you how to produce a kind but essentially this type can be found in here and then the team lead of the creative style group or any other group can designate a particular designer to work on it so let me show you people how to develop and include a type if anything is too quick or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you people examine the view area because it’s just another method to show 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 particular things on your board so close the type view and like i stated it takes specific columns not the individual column naturally however other columns that you can hide or make um viewable for the person that is going to be given the type they can upload this file if you want to require it you can constantly do a checkbox and then they can’t submit the kind without filling this details in so you can actually just develop any column with anything that you men need when a creative demand comes in make it a type share the form sneak peek the program you people how a form looks like um the name of the request you want you want to include a particular brief with a specific i know each company has a specific structure that
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they utilize um when do you require it by the 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 simply make appearance i’ll just show you people let’s fill it in and you can see um webinar request test i can add a specific file for example today everything remains in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest priority i want to submit it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to enter into the very first group which is necessary to know and then it can be called concepts or requests can be found in and then i can just go on take it and move it to a particular group that i believe it matters 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 group or another board depending on how you describe 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 comprehended the type and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes incredible amazing incredible i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll review them too and now i’ll just provide like a short overview this is the person column as you guys understand 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 product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy numerous columns on one board yes dell you are proper every column that you create can be practically every column you create can be in a form view and people can fill it out and it comes in as an item on the board terrific so this is our column center what we utilize here is a top priority one we named it concern but it’s basically a rating column um we have actually a. Simple Project Management Software Project Management Calendar
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file column and we have a tags column what i enjoy 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 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 particularly i can see that it’s another board and after that if i have a certain job i’m working on i can merely connect them with tags and then i can cross board search it to what it matters for so i discover that incredibly 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 however 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 guys remove 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 Project Management Calendar