This article is focused on answering Spreadsheet Project Management Software …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 3 specific on boards which are use cases for banner and landing page requests think about it more like innovative demands from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign 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 have the ability to integrate with facebook for facebook advertisements so i’ll show you people that as well and lastly i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to reveal you guys so i have it open and after that we’re going to begin awesome fine let’s begin and landing page request i’m assuming
you guys i’m just gon na show um discuss the basics really quickly however i make sure you people know 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 review integrations automations views and a lot more fun things so the method i divided my board here is between months but you can do this in between tasks or clients and it truly simply 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 quick before working on an innovative demand is using the form so a type essentially takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll all right let me reveal you how to develop a kind but generally this form comes in here and then the group lead of the imaginative design group or any other team can appoint a specific designer to deal with it so let me reveal you guys how to produce and include a form 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 add view i recommend you men examine the view section due to the fact that it’s simply another method to show um all your products just 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 stated it takes particular columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t send the type without filling this information in so you can really simply create any column with anything that you men require when an imaginative request comes in make it a kind share the form sneak peek the show you people how a type appears like um the name of the demand you desire you wish to add a certain quick with a certain i know each business has a particular structure that
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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one 2nd let me click the type 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 men let’s fill it in and you can see um webinar request test i can include a specific apply for example today everything is in the preparation concepts phase and i require the imaginative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in greatest top priority i want to submit it and let me show you guys how it is available in on the board webinar request test so it’s always going to enter into the first group which is important to understand and then it can be called requests or concepts can be found in and after that i can just go ahead take it and move it to a specific group that i think it’s relevant for in this case it requires 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 outline 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 understood the type and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible awesome remarkable i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them also now i’ll simply give like a quick overview this is the individual column as you guys know we have our 7 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 also on the product itself and also as a view we’ll get to that um soon um dale you simply ask assuming one kind can populate several columns on one board yes dell you are appropriate every column that you develop can be almost every column you develop can be in a form view and individuals can fill it out and it is available in as a product on the board great so this is our column center what we utilize here is a priority one we named it top priority however it’s generally a score column um we have actually a. Spreadsheet Project Management Software
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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 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 people 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 job i’m working on i can just link them with tags and after that i can cross board search it to what it matters for so i find that incredibly 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 sure if you people know what this is but 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 could show you guys remove due date mode generally what i want to do i wish to set as deadline i want to take the status column however i could take any status column i have for example the. Spreadsheet Project Management Software