This article is focused on answering Software Online Project Management …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you 3 particular 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 media planning and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to reveal you an in email 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 incorporate with facebook for facebook ads so i’ll reveal you people that as well and last but not least i’m going to show you control panels um so let’s start in a minute i just want to pull up the um thing that i wished to show you men so i have it open and after that we’re going to start incredible fine let’s start and landing page request i’m assuming
you men i’m just gon na show um speak about the essentials truly quickly but i make sure you people know that this is a board every one of these are called each row and a group is called an item today we’re going to review integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this in between clients or jobs and it actually just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief before working on an imaginative request is utilizing the form so a kind generally takes all your columns and makes it a link that other individuals can complete which they can submit 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 produce and i’ll alright let me show you how to develop a kind but generally this type is available in here and after that the group lead of the innovative style group or any other team can appoint a specific designer to work on it so let me reveal you guys how to add a form and develop if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men check the view area since it’s simply another method 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 certain things on your board so close the kind view and like i said it takes certain columns not the person column of course however other columns that you can hide or make um viewable for the individual that is going to be given the kind they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this information in so you can really just create any column with anything that you guys need when an imaginative request can be found in make it a kind share the form preview the program you people how a form looks like um the name of the demand you desire you want to include a specific brief with a specific i understand each company has a certain structure that
gantt charts project management tool monday.com alternatives
they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one second let me click on the type 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 appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a specific declare example today whatever is in the preparation concepts 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 concern i want to submit it and let me reveal you guys how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is very important to understand and after that it can be called requests or concepts coming in and then i can simply go on take it and move it to a specific group that i believe it’s relevant 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 describe your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes amazing remarkable incredible i’m glad you guys are listening and understand whatever fantastic um if any of these columns are you’re not knowledgeable about them just compose me in the chat and i’ll review them as well now i’ll just offer like a quick introduction this is the individual column as you men know we have our 7 core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one form can occupy numerous columns on one board yes dell you are appropriate every column that you create can be practically every column you create can be in a kind view and individuals can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a concern one we called it concern however it’s essentially a score column um we have a. Software Online Project Management
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file column and we have a tags column what i love about the tag column is if i click on 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 reveal you people how that works i can see that it’s my board particularly 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 then i can cross board search it to what it matters for so i find that extremely cool and i love i like the tech college let me simply get out of here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys know what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i might show you people get rid of due date mode basically what i wish to do i want to set as due date i want to take the status column however i could take any status column i have for example the. Software Online Project Management