This article is focused on answering Top 10 Web Based Project Management Software …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 three particular on boards which are use cases for banner and landing page requests consider it more like creative requests from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in email 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 be able to incorporate with facebook for facebook ads so i’ll show you people that as well 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 begin amazing okay let’s begin and landing page request i’m presuming
you men i’m simply gon na reveal um talk about the basics truly quickly but i’m sure you guys 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 review 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 between projects or customers and it really just depends upon your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief before working on a creative request is using the type so a form generally takes all your columns and makes it a link that other people can complete which they can publish 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 produce and i’ll fine let me reveal you how to develop a type however generally this type comes in here and after that the group lead of the innovative design group or any other group can assign a certain designer to work on it so let me reveal you people how to add a kind and develop 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 add view i recommend you guys examine the view area because it’s simply another way to reveal 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 particular things on your board so close the kind view and like i said it takes specific columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be given the type they can submit this file if you want to require it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can truly simply produce any column with anything that you guys require when a creative request is available in make it a type share the form sneak peek the show you men how a form looks like um the name of the request you want you want to add a specific quick with a particular i understand each company has a certain structure that
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they utilize um when do you require it by the top priority and so on etc um you can take this link after put one second 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 reveal you men let’s fill it in and you can see um webinar request test i can add a certain apply for example today everything is in the preparation ideas phase and i require the creative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest priority i want to submit it and let me reveal you guys how it comes in on the board webinar demand test so it’s constantly going to come into the very first group which is essential to understand and then it can be called concepts or demands coming in and then i can just go ahead take it and move it to a specific group that i think it matters for in this case it needs 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 upon how you describe 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 guys are listening yay yes yes remarkable incredible remarkable i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them as well and now i’ll simply offer like a short overview this is the person column as you guys 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 also on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy several columns on one board yes dell you are correct 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 an item on the board excellent so this is our column center what we utilize here is a top priority one we named it concern however it’s generally a rating column um we have a. Top 10 Web Based Project Management Software
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file column and we have a tags column what i enjoy 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 search facebook it’s going to do a cross board search let me reveal you guys 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 particular project i’m dealing with i can just connect them with tags and then i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i love the tech college let me just leave here [Music] all right 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 connected them together and did deadline mode is let me undo this so i could reveal you men eliminate due date mode generally what i wish to do i wish to set as due date i wish to take the status column but i could take any status column i have for example the. Top 10 Web Based Project Management Software