This article is focused on answering Slack And Project Management Software …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 reveal you 3 particular on boards which are use cases for banner and landing page demands think about it more like imaginative requests from designers content so on etc copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that as well and lastly i’m going to reveal you control panels um so let’s start in a minute i just wish to bring up the um thing that i wished to reveal you people so i have it open and after that we’re going to start incredible fine let’s start and landing page demand i’m assuming
you people i’m just gon na reveal um speak about the essentials really quickly but i make sure you people know that this is a board each one of these are called a group and each row is called a product today we’re going to discuss combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this in between tasks or clients and it really simply depends on 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 quick before working on a creative request is using the type so a type generally takes all your columns and makes it a link that other people can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll all right let me show you how to produce a form but essentially this form can be found in here and then the team lead of the innovative style group or any other team can appoint a certain designer to work on it so let me reveal you men how to produce and include a type if anything is too fast 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 recommend you people check the view area due to the fact that it’s simply another method to reveal um all your products 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 form view and like i stated it takes particular columns not the person column of course however other columns that you can conceal or make um viewable for the person that is going to be offered the kind they can publish this file if you wish to require it you can always do a checkbox and after that they can’t send the form without filling this information in so you can really just develop any column with anything that you men need when a creative demand is available in make it a form share the type preview the program you people how a form looks like um the name of the demand you desire you want to add a specific brief with a particular i understand each business has a certain structure that
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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click on 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 just make look i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a certain apply for example today everything is in the planning ideas stage and i require the imaginative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest priority i wish to send it and let me show you people how it can be found in on the board webinar request 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 concepts or requests can be found in and after that i can simply go on take it and move it to a particular group that i believe it matters for in this case it requires to be done by might 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 just to make certain you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes remarkable incredible remarkable i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them too but now i’ll simply offer like a quick overview this is the individual column as you people understand 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 item itself and also as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy numerous columns on one board yes dell you are correct every column that you develop can be practically every column you create can be in a type view and people 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 top priority but it’s generally a rating column um we have actually a. Slack And Project Management Software
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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 people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a particular project i’m dealing with i can simply link them with tags and after that i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i love the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys know what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i might reveal you people remove deadline mode essentially what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Slack And Project Management Software