This article is focused on answering Technical Project Management Software …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 demands think of it more like creative requests from designers content so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that as well and lastly i’m going to reveal you control panels um so let’s start in a minute i just wish to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start awesome okay let’s start and landing page demand i’m assuming
you men i’m just gon na reveal um talk about the basics really quickly but i’m sure you men know that this is a board each one of these are called each row and a group is called an item today we’re going to go over integrations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this between projects or customers and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a brief prior to working on a creative request is utilizing the form 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 trying to find the size of uh the banner that they want the designer to develop and i’ll alright let me reveal you how to develop a form but basically this form comes in here and then the group lead of the creative design team or any other team can assign a certain designer to deal with it so let me reveal you people how to add a type and create if anything is too quick 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 suggest you guys examine the view section because it’s just another way 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 certain things on your board so close the kind view and like i said it takes particular columns not the individual column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can upload this file if you wish to need it you can constantly do a checkbox and then they can’t send the form without filling this details in so you can really just develop any column with anything that you men require when an imaginative request is available in make it a type share the form preview the show you men how a form appears like um the name of the demand you want you wish to add a certain brief with a particular i know each company has a certain structure that
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they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one second let me click on 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 just reveal you men let’s fill it in and you can see um webinar request test i can add a certain file for example right now everything remains in the preparation concepts stage and i need the imaginative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest concern i wish to submit it and let me reveal you men how it comes in on the board webinar demand test so it’s constantly going to come into the very first group which is very important to know and after that it can be called demands or ideas being available in and after that i can simply go on take it and move it to a specific 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 board or another group depending on how you detail 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 understood the kind and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes incredible amazing awesome i’m glad you people are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them as well and now i’ll simply provide like a short overview this is the individual column as you men understand 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 also on the item itself and also as a view we’ll get to that um quickly um dale you just ask assuming one type can occupy several columns on one board yes dell you are right every column that you develop can be practically every column you develop can be in a type view and individuals can fill it out and it can be found in as an item on the board great so this is our column center what we utilize here is a concern one we called it top priority but it’s generally a ranking column um we have actually a. Technical 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 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 particularly i can see that it’s another board and after that if i have a certain job i’m dealing with i can merely 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] alright um [Music] and yeah and i’m uncertain if you men know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might reveal you guys eliminate deadline mode essentially what i want 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. Technical Project Management Software