This article is focused on answering Simple Project Management Software Project Management Features …I’m a customer success supervisor 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 use cases for banner and landing page requests consider it more like creative requests 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 discuss marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you guys that too and lastly i’m going to show you control panels um so let’s begin in a minute i just wish to pull 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 demand i’m assuming
you men i’m just gon na reveal um talk about the fundamentals truly rapidly however 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 combinations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this in between tasks or customers and it actually just depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief prior to working on a creative request is utilizing the type so a form basically takes all your columns and makes it a link that other people can submit which they can publish 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 alright let me reveal you how to develop a form but essentially this kind can be found in here and after that the team lead of the creative style team or any other group can designate a certain designer to work on it so let me reveal you guys how to add a type and develop if anything is too fast 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 advise you men examine the view area because 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 method to see um certain things on your board so close the kind view and like i said it takes specific columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be given the type they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this info in so you can really just produce any column with anything that you guys need when a creative request is available in make it a type share the form preview the show you people how a form appears like um the name of the request you want you want to add a particular short with a certain i understand each company has a specific structure that
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they use um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click on 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 look i’ll simply show you men let’s fill it in and you can see um webinar demand test i can include a particular file for example today whatever remains in the planning ideas 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 concern i wish to send it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to enter the very first group which is important to know and then it can be called requests or ideas can be found in and after that i can simply go on take it and move it to a certain group that i believe it matters for in this case it needs to be done by might 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 people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes remarkable awesome awesome i’m glad you guys are listening and understand everything terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them too and now i’ll simply offer like a brief summary this is the person column as you guys understand we have our 7 core columns here and after that 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one type can occupy several columns on one board yes dell you are proper every column that you develop can be practically every column you produce can be in a kind view and individuals can fill it out and it can be found in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we called it top priority but it’s generally a ranking column um we have a. Simple Project Management Software Project Management Features
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Simple Project Management Software Project Management Features