This article is focused on answering Software Project Management Tools Wiki …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 reveal you 3 specific on boards which are use cases for banner and landing page demands think about it more like imaginative requests from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i wish to reveal you an in email marketing um stability 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 reveal you people that too and finally i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wished to reveal you people so i have it open and then we’re going to start awesome okay let’s begin and landing page request i’m presuming
you people i’m just gon na reveal um discuss the basics truly rapidly but i’m sure you people understand that this is a board every 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 but you can do this in between customers or projects and it actually simply depends upon 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 before working on an imaginative demand 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 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 however basically this type is available in here and then the team lead of the creative design group or any other team can appoint a certain designer to work on it so let me reveal you men how to develop and add a type if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you guys check the view section due to the fact that it’s just another method to reveal um all your products simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the kind view and like i said it takes particular columns not the person column of course but other columns that you can hide or make um viewable for the individual that is going to be given the kind they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t submit the kind without filling this details in so you can really simply produce any column with anything that you men require when an imaginative demand comes in make it a kind share the type preview the program you men how a kind looks like um the name of the demand you want you want to add a particular short with a particular i understand each business has a particular structure that
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they use um when do you require it by the priority and so on etc 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 site copy it send it to whoever let’s simply make look i’ll simply show you men let’s fill it in and you can see um webinar request test i can include a certain declare example right now whatever remains in the planning concepts stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest priority i wish to submit it and let me show you guys how it can be found in on the board webinar demand test so it’s constantly going to come into the first group which is essential to know and after that it can be called concepts or requests being available in and then i can simply go on take it and move it to a certain group that i believe it’s relevant 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 board or another group depending upon how you detail your workflow just to make certain you men 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 just compose yes so i can get feedback while you people are listening yay yes yes awesome incredible remarkable i’m glad you people are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them also today i’ll simply give like a quick overview this is the individual column as you guys understand 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 also 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 populate several columns on one board yes dell you are correct every column that you produce can be almost every column you create can be in a type view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a priority one we called it concern but it’s basically a rating column um we have actually a. Software Project Management Tools Wiki
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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 then if i have a certain job 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 very cool and i love i love the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m not sure 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 due date mode is let me reverse this so i might show you guys get rid of due date mode generally what i want to do i want 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 Tools Wiki