This article is focused on answering Software Open Source Project Management Tools …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 demands think about it more like creative requests from designers material 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 campaign tracking and i wish to reveal you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you people that too and last but not least i’m going to reveal you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to start incredible alright let’s begin and landing page demand i’m presuming
you people i’m just gon na show um speak about the fundamentals really quickly however i make certain you people 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 integrations automations views and a lot more fun things so the method 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 want however a cool way to get a brief prior to working on a creative demand is using the type so a type essentially takes all your columns and makes it a link that other individuals can submit which they can publish files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll okay let me reveal you how to produce a type but essentially this kind is available in here and after that the group lead of the innovative design team or any other group can appoint a specific designer to deal with it so let me reveal you men how to develop and include a kind if anything is too fast 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 advise you people inspect the view section since it’s simply another way to show um all your items just see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the type view and like i said 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 given the type they can publish this file if you want to require it you can constantly do a checkbox and then they can’t submit the type without filling this information in so you can truly just develop any column with anything that you men require when a creative demand comes in make it a form share the type sneak peek the program you people how a form looks like um the name of the request you desire you wish to include a specific short with a particular i know each company has a certain structure that
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they use um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click on the type i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll just show you men let’s fill it in and you can see um webinar demand test i can add a particular declare example right now everything remains in the preparation ideas phase and i require the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in greatest top priority i want to submit it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to enter the first group which is necessary to know and then it can be called demands or concepts being available in and then i can just 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 certain you men 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 awesome i’m glad you people are listening and comprehend everything excellent um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll go over them as well today i’ll simply provide like a brief summary this is the individual column as you people understand we have our 7 core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um quickly um dale you just ask assuming one type can occupy a number of columns on one board yes dell you are proper every column that you create can be nearly every column you develop can be in a form view and individuals can fill it out and it can be found in as a product on the board fantastic so this is our column center what we use here is a top priority one we called it priority but it’s generally a score column um we have a. Software Open Source Project Management Tools
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file column and we have a tags column what i enjoy about the tag column is if i click on 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 specific task i’m dealing with i can simply 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 love the tech college let me just leave here [Music] fine um [Music] and yeah and i’m uncertain if you people know what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i might show you men 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 might take any status column i have for example the. Software Open Source Project Management Tools