This article is focused on answering Software Project Management Open Source Tools …I’m a customer success manager 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 demands consider it more like innovative demands 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 project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal 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 show you people that as well and lastly i’m going to reveal you control panels um so let’s start in a minute i just want to bring up the um thing that i wanted to reveal you men so i have it open and then we’re going to start awesome okay let’s start and landing page demand i’m presuming
you people i’m simply gon na reveal um speak about the basics truly quickly however i’m sure you men understand 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 discuss integrations automations views and a lot more fun things so the way i divided my board here is between months however you can do this in between clients or tasks and it really just depends upon your workflow and the method we did it here to you can do it any way you desire but a cool way to get a quick prior to dealing with a creative demand is using the form so a kind generally takes all your columns and makes it a link that other people can fill out 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 produce a type however basically this kind is available in here and then the group lead of the creative style group or any other team can designate a certain designer to deal with it so let me reveal you men how to develop and include a kind if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men examine the view section because it’s just another way to reveal um all your items simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i stated it takes particular columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be provided the type 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 type without filling this details in so you can really just create any column with anything that you people need when a creative request can be found in make it a form share the form sneak peek the program you people how a form appears like um the name of the demand you want you wish to include a specific quick with a specific i know each company has a specific structure that
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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 2nd let me click the form 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 simply show you people let’s fill it in and you can see um webinar demand test i can add a particular apply for example today everything is in the planning concepts stage and i need the innovative department to help me it’s right now where i’m dealing with 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 is available in on the board webinar request test so it’s always going to come into the very first group which is very important to know and after that it can be called requests or concepts can be found in and then i can just go ahead take it and move it to a certain group that i believe it matters 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 describe 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 comprehended the kind and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes incredible incredible incredible i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll go over them also now i’ll simply provide like a quick summary this is the individual column as you guys know we have our seven 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 likewise on the item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy numerous columns on one board yes dell you are correct every column that you produce can be nearly every column you produce can be in a kind view and individuals can fill it out and it is available in as a product on the board excellent so this is our column center what we use here is a top priority one we named it top priority but it’s basically a ranking column um we have a. Software Project Management Open Source Tools
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file column and we have a tags column what i like 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 guys 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 certain project i’m working on i can just 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 like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m unsure if you guys understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i might reveal you guys remove deadline mode basically what i wish to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Software Project Management Open Source Tools