This article is focused on answering Simple Project Management Software Tracking Tasks …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 reveal you three specific on boards which are usage cases for banner and landing page demands think about it more like creative requests from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you men that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin incredible all right let’s begin and landing page demand i’m assuming
you men i’m just gon na reveal um speak about the basics truly rapidly but i make certain you guys 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 go over integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this between jobs or customers and it truly just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a quick before dealing with an imaginative demand is utilizing the type so a type essentially takes all your columns and makes it a link that other individuals can complete which they can publish 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 fine let me reveal you how to create a type but basically this kind can be found in here and then the group lead of the imaginative design group or any other team can appoint a particular designer to deal with it so let me reveal you men how to create and add a kind if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men examine the view area since it’s just another method to show um all your items just see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the type view and like i stated it takes certain columns not the individual column naturally but other columns that you can conceal or make um viewable for the individual that is going to be provided the form they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can really just develop any column with anything that you people need when a creative request can be found in make it a kind share the form sneak peek the show you guys how a type looks like um the name of the demand you desire you wish to add a particular brief with a particular i know each company has a particular structure that
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they use um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click the kind 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 appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can include a specific apply for example today whatever remains in the planning ideas stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest priority i wish to submit it and let me show you guys how it comes in on the board webinar request test so it’s always going to enter the first group which is essential to know and then it can be called requests or ideas can be found in and then i can simply proceed take it and move it to a certain group that i believe 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 outline your workflow just to make sure you guys 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 write yes so i can get feedback while you people are listening yay yes yes remarkable amazing incredible i’m glad you guys are listening and understand whatever terrific um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them too now i’ll just provide like a quick overview this is the individual column as you people understand we have our 7 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 likewise as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are proper every column that you produce can be practically every column you produce can be in a type view and people can fill it out and it is available in as a product on the board excellent so this is our column center what we utilize here is a top priority one we named it concern however it’s generally a rating column um we have actually a. Simple Project Management Software Tracking Tasks
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Simple Project Management Software Tracking Tasks