This article is focused on answering Smart Plan 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 usage cases for banner and landing page requests consider it more like innovative requests from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you people that as well and last but not least i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you guys so i have it open and after that we’re going to begin amazing alright let’s begin and landing page demand i’m assuming
you men i’m just gon na show um talk about the essentials really rapidly but i’m sure you guys know that this is a board each one of these are called a group and each row is called an item today we’re going to go over combinations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this between tasks or customers and it truly just depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a short prior to dealing with an imaginative request is utilizing the form so a form essentially takes all your columns and makes it a link that other individuals can submit 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 want the designer to develop and i’ll fine let me reveal you how to create a type however essentially this kind comes in here and then the team lead of the imaginative design team or any other team can designate a particular designer to work on it so let me reveal you men how to include a kind and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i suggest you people check the view area because it’s simply another method to show 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 specific columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can submit this file if you wish to require it you can always do a checkbox and after that they can’t send the type without filling this info in so you can actually simply develop any column with anything that you people need when a creative demand is available in make it a form share the type preview the show you people how a type appears like um the name of the demand you desire you wish to include a particular short with a specific i know each business has a certain structure that
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they use um when do you require it by the priority and so on and so forth um you can take this link after put one second 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 just make look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can add a specific apply for example today whatever remains in the preparation ideas stage and i need the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest top priority i wish to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s constantly going to enter the very first group which is important to understand and after that it can be called demands or ideas can be found in and after that i can simply proceed 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 board or another group depending on how you outline your workflow simply 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 form and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes incredible remarkable remarkable i’m glad you guys are listening and understand everything great um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll discuss them also today i’ll simply provide like a brief overview this is the individual column as you men understand we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can populate a number of columns on one board yes dell you are right every column that you produce can be nearly every column you produce can be in a type view and people can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a concern one we named it concern however it’s essentially a rating column um we have actually a. Smart Plan 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 today 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 reveal you people how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a particular job i’m dealing with i can just connect them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you guys understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i could show you people get rid of deadline mode basically what i want to do i wish to set as due date i wish to take the status column however i could take any status column i have for example the. Smart Plan Project Management Software