This article is focused on answering Small Business Free Project Management Software …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 three particular on boards which are use cases for banner and landing page demands think of it more like imaginative requests from designers content so on and so forth copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i wish to show you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that as well and finally i’m going to reveal you control panels um so let’s start in a minute i just want 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 amazing okay let’s start and landing page request i’m assuming
you guys i’m just gon na reveal um talk about the basics truly quickly but i make sure you people understand 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 go over integrations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between clients or tasks and it really just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short before dealing with an imaginative request is utilizing the kind so a form generally takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to produce and i’ll all right let me show you how to create a type however generally this kind can be found in here and after that the group lead of the creative design team or any other group can designate a particular designer to deal with it so let me show you men how to create and add a kind 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 suggest you men examine the view section because it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um particular things on your board so close the form view and like i said it takes specific columns not the individual column obviously however other columns that you can hide or make um viewable for the person that is going to be provided the form they can upload this file if you wish to require it you can always do a checkbox and then they can’t send the kind without filling this info in so you can really simply create any column with anything that you people need when an imaginative request can be found in make it a type share the form preview the show you people how a kind appears like um the name of the request you desire you want to include a specific brief with a particular i know each business has a particular structure that
gantt charts project management tool monday.com alternatives
they use um when do you need it by the top priority and so on and so forth 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 just reveal you guys let’s fill it in and you can see um webinar request test i can include a certain apply for example right now whatever remains in the planning concepts stage and i need the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it’s in greatest concern i wish to submit it and let me show you men how it is available in on the board webinar demand test so it’s always going to enter the very first group which is essential to know and then it can be called ideas or demands coming in and then i can simply go ahead take it and move it to a particular group that i think it’s relevant for in this case it requires 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 outline your workflow just 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 just write yes so i can get feedback while you men are listening yay yes yes amazing remarkable amazing i’m glad you people are listening and understand whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them too now i’ll just give like a quick introduction 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 likewise on the product itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one type can populate numerous columns on one board yes dell you are right every column that you create can be almost every column you produce can be in a type view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a concern one we called it top priority but it’s basically a ranking column um we have actually a. Small Business Free Project Management Software
monday.com, task management, tool, software application, pricing, asana, apps, trello, kanban, microsoft, automations, option, crm, user, task management software application, gantt charts, basecamp, company, button, api, kanban board, airtable, dashboard.
file column and we have a tags column what i like about the tag column is if i click 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 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 merely link them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i like the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure if you guys understand what this is but this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i could reveal you men remove deadline mode essentially what i wish to do i wish to set as due date i wish to take the status column however i might take any status column i have for example the. Small Business Free Project Management Software