This article is focused on answering Social Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three particular on boards which are usage cases for banner and landing page requests consider it more like creative requests from designers material so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and then i wish to show you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll reveal you people that too and finally i’m going to reveal you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wanted to reveal you men so i have it open and after that we’re going to begin amazing fine let’s start and landing page demand i’m assuming
you people i’m simply gon na reveal um talk about the basics really quickly however i make certain 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 review integrations automations views and a lot more fun stuff so the way i divided my board here is in between months but you can do this in between projects or clients and it really just depends upon your workflow and the way 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 a creative demand is using the kind so a type generally takes all your columns and makes it a link that other individuals can submit which they can submit 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 fine let me reveal you how to create a type however generally this kind is available in here and then the group lead of the creative design group or any other group can appoint a certain designer to deal with it so let me show you guys how to produce and include 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 include view i suggest you people check the view section since it’s just another way to reveal um all your products just see things on a calendar or in a chart or you desire a file view another method 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 of course however other columns that you can conceal or make um viewable for the individual that is going to be provided the type they can submit this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this details in so you can really simply create any column with anything that you men need when an innovative request is available in make it a kind share the form preview the show you guys how a type appears like um the name of the demand you want you want to include a certain quick with a particular i understand each company has a particular structure that
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they utilize um when do you require it by the priority and so on and so forth 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 website copy it send it to whoever let’s simply make look i’ll simply show you people let’s fill it in and you can see um webinar request test i can include a certain file for example right now everything is in the planning ideas phase and i require the innovative department to help me it’s right now where i’m working on it i need it by may 23rd and it remains in greatest 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 constantly going to enter the first group which is essential to know and after that it can be called ideas or requests can be found in and then 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 on how you outline your workflow simply 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 men are listening yay yes yes amazing awesome incredible i’m glad you men are listening and comprehend whatever excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them too but now i’ll simply give like a short summary this is the individual column as you men know 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 simply ask presuming one type can populate numerous columns on one board yes dell you are correct every column that you produce 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 great so this is our column center what we utilize here is a concern one we called it priority however it’s basically a ranking column um we have a. Social Project Management Software
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file column and we have a tags column what i like 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 search facebook it’s going to do a cross board search let me reveal you men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a certain job i’m working on i can merely link them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i enjoy the tech college let me just leave here [Music] all right um [Music] and yeah and i’m unsure if you men understand 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 undo this so i might show you guys remove due date mode essentially what i want to do i want to set as due date i wish to take the status column but i could take any status column i have for example the. Social Project Management Software