This article is focused on answering Software Project Management Software 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 specific on boards which are usage cases for banner and landing page demands think about it more like creative demands from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and after that i want to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wished to show you men so i have it open and then we’re going to start awesome fine let’s start and landing page request i’m assuming
you people i’m simply gon na show um speak about the essentials really rapidly 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 discuss combinations automations views and a lot more fun things so the way i divided my board here is in between months however you can do this between clients or tasks and it really just depends upon your workflow and the way we did it here to you can do it any way you want however a cool method to get a brief prior to dealing with a creative request is using the type so a form basically takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll okay let me reveal you how to develop a type however generally this type comes in here and after that the group lead of the innovative style team or any other team can appoint a particular designer to work on it so let me show you men how to add a type and develop if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you people check the view section due to the fact that it’s just another method to show um all your items simply 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 form view and like i said it takes particular columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can submit 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 details in so you can actually simply produce any column with anything that you people require when an imaginative demand comes in make it a type share the kind sneak peek the show you people how a type appears like um the name of the demand you want you want to add a particular quick with a specific i know each business has a certain structure that
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they utilize 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 form 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 reveal you men let’s fill it in and you can see um webinar demand test i can add a certain declare example today whatever remains in the preparation concepts phase and i need the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in highest priority i wish to submit it and let me show you people how it can be found in on the board webinar request test so it’s always going to come into the first group which is essential to understand and after that it can be called ideas or demands being available in and then i can just proceed take it and move it to a certain group that i think 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 upon how you describe your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes amazing awesome awesome i’m glad you people are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll go over them too but now i’ll just provide like a quick overview this is the individual column as you people understand we have our seven 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 also on the product itself and likewise 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 proper every column that you produce can be nearly every column you develop can be in a form view and people 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 top priority one we named it top priority however it’s generally a rating column um we have actually a. Software Project Management Software Tools
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file column and we have a tags column what i love 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 browse 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 then if i have a certain job i’m dealing with i can just link them with tags and then i can cross board search it to what it matters for so i discover that extremely cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m uncertain if you people understand what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me undo this so i might show you men remove deadline mode essentially what i wish to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Software Project Management Software Tools