This article is focused on answering Software Project Management Tools Comparison …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 three particular on boards which are use cases for banner and landing page requests think of it more like creative demands from designers content 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 project tracking and i want to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to show 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 men that too 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 wanted to reveal you people so i have it open and after that we’re going to begin incredible okay let’s start and landing page demand i’m presuming
you men i’m simply gon na show um discuss the basics truly quickly but i’m sure you men understand that this is a board every one of these are called a group and each row is called a product today we’re going to discuss integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between clients or jobs and it really 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 short prior to working on an innovative demand is using the type so a kind basically 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 looking for the size of uh the banner that they desire the designer to produce and i’ll alright let me reveal you how to develop a kind however basically this form can be found in here and after that the group lead of the innovative style team or any other team can designate a particular designer to deal with it so let me show you people how to produce and add a type if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you people inspect the view section due to the fact that it’s just another way to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the type view and like i stated it takes specific columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be given the form they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t submit the form without filling this details in so you can truly just develop any column with anything that you guys require when an innovative demand comes in make it a type share the form preview the show you men how a type looks like um the name of the demand you want you wish to add a particular quick with a certain i know each business has a specific structure that
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they use um when do you require it by the concern and so on etc 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 just make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar request test i can include a particular declare example today everything remains in the planning ideas phase and i need the imaginative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in highest top priority i wish to submit it and let me show you people how it comes in on the board webinar request test so it’s constantly going to enter into the first group which is essential to understand and after that it can be called demands or concepts coming 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 make sure you men are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes awesome remarkable remarkable i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them as well but now i’ll just give like a short overview this is the individual column as you people understand 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 item itself and also as a view we’ll get to that um soon um dale you simply ask assuming one type can populate numerous columns on one board yes dell you are proper every column that you create can be nearly 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 terrific so this is our column center what we utilize here is a priority one we named it priority but it’s generally a rating column um we have a. Software Project Management Tools Comparison
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file column and we have a tags column what i like 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 reveal 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 specific project 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 find that very cool and i love i enjoy the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you men 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 undo this so i might show you people remove due date mode generally what i wish to do i want to set as due date i wish to take the status column however i might take any status column i have for example the. Software Project Management Tools Comparison