This article is focused on answering The Best Project Management Software Of 2018 …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 3 particular on boards which are usage cases for banner and landing page requests consider it more like imaginative requests from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you guys that also and lastly i’m going to show you control panels um so let’s begin in a minute i simply want to bring up the um thing that i wanted to show you people so i have it open and then we’re going to start remarkable fine let’s begin and landing page request i’m presuming
you people i’m simply gon na reveal um talk about the basics actually rapidly but i make 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 review combinations automations views and a lot more enjoyable things so the method i divided my board here is between months but you can do this between clients or tasks and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a brief prior to working on an innovative demand is using the form so a form basically takes all your columns and makes it a link that other people can complete 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 create and i’ll fine let me reveal you how to develop a type however essentially this type can be found in here and then the group lead of the innovative style group or any other group can designate a certain designer to deal with it so let me show you people how to include a form and create if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you men examine the view section because it’s just another method to show um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um certain things on your board so close the type view and like i stated it takes certain columns not the person column obviously however other columns that you can hide or make um viewable for the individual that is going to be provided the type they can submit this file if you wish to require it you can constantly do a checkbox and then they can’t send the form without filling this details in so you can truly just create any column with anything that you guys require when an innovative demand comes in make it a type share the form preview the program you people how a type looks like um the name of the request you want you wish to include a certain short with a particular i understand each business has a specific structure that
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they utilize um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click 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 simply make appearance i’ll simply show you guys let’s fill it in and you can see um webinar request test i can add a specific apply for example right now everything is in the planning ideas stage and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest top priority i want to submit it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to enter the very first group which is important to know and then it can be called ideas or demands coming in and then i can simply go ahead take it and move it to a specific group that i think it matters 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 make sure you people 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 simply write yes so i can get feedback while you guys are listening yay yes yes remarkable awesome amazing i’m glad you people are listening and understand everything great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll review them too and now i’ll just give like a brief overview this is the person column as you people know we have our seven core columns here and then we have more intriguing 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 occupy a number of columns on one board yes dell you are proper every column that you develop can be nearly every column you develop can be in a form view and people can fill it out and it is available in as a product on the board fantastic so this is our column center what we use here is a concern one we named it priority however it’s essentially a rating column um we have actually a. The Best Project Management Software Of 2018
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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 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 search facebook it’s going to do a cross board search let me show you guys how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a certain project i’m working on i can merely link them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i enjoy the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m uncertain if you men understand what this is however 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 reveal you men get rid of due date mode essentially what i want to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. The Best Project Management Software Of 2018