This article is focused on answering Software Programming Project Management …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page requests think about it more like imaginative requests from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that too and finally i’m going to show you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wanted to show you men so i have it open and then we’re going to begin incredible fine let’s begin and landing page request i’m assuming
you men i’m just gon na reveal um speak about the essentials actually rapidly but i’m sure you guys 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 discuss combinations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between clients or tasks and it actually simply depends on your workflow and the method we did it here to you can do it any way you want however a cool way to get a brief prior to dealing with a creative request is using the kind so a type generally takes all your columns and makes it a link that other individuals can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll fine let me reveal you how to create a type however essentially this kind comes in here and after that the group lead of the imaginative design group or any other team can assign a certain designer to deal with it so let me show you people how to develop and add a type if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you men inspect the view area because it’s just 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 type view and like i said it takes particular columns not the individual column of course however other columns that you can conceal or make um viewable for the person that is going to be given the form they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can really simply create any column with anything that you people require when a creative request comes in make it a kind share the kind preview the program you men how a kind looks like um the name of the demand you desire you want to include a certain brief with a particular i understand each business has a certain structure that
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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 second let me click 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 guys let’s fill it in and you can see um webinar demand test i can include a specific declare example today everything remains in the planning ideas phase and i require the creative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest concern i wish to send it and let me reveal you men how it is available in on the board webinar request test so it’s constantly going to come into the very first group which is essential to understand and then it can be called ideas or requests coming in and after that i can just proceed take it and move it to a specific group that i believe 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 detail 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 comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes remarkable incredible amazing i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll go over them too but now i’ll simply give like a short overview this is the person column as you people know 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one form can occupy a number of columns on one board yes dell you are appropriate 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 can be found in as a product on the board great so this is our column center what we use here is a top priority one we called it priority but it’s generally a rating column um we have actually a. Software Programming 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 show you men 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 certain task i’m dealing with i can simply link them with tags and then i can cross board search it to what it’s relevant for so i discover 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 unsure if you guys understand 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 undo this so i could show you people remove deadline mode essentially what i want to do i wish 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 Programming Project Management