This article is focused on answering Top Saas 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 reveal you three specific on boards which are usage cases for banner and landing page demands think of it more like creative demands from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you people that too and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wished to reveal you people so i have it open and after that we’re going to start amazing fine let’s start and landing page demand i’m assuming
you men i’m just gon na reveal um discuss the fundamentals actually quickly however 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 fun things so the way i divided my board here is in between months but you can do this between projects or clients 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 way to get a brief prior to working on a creative request is using the form so a type essentially takes all your columns and makes it a link that other individuals can submit which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to create and i’ll all right let me show you how to produce a kind but basically this type can be found in here and after that the group lead of the creative style team or any other group can designate a specific designer to work on it so let me reveal you guys how to add a type and produce if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you people inspect the view section since it’s simply another method to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the type view and like i stated it takes particular columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be given the kind they can submit this file if you wish to need 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 people need when an innovative demand is available in make it a type share the type sneak peek the program you men how a form looks like um the name of the demand you want you want to include a certain quick with a particular i understand each business has a particular structure that
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they use 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 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 just make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a certain file for example today everything remains in the preparation concepts phase and i require the creative 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 top priority i wish to send it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to come into the very first group which is essential to know and then it can be called requests or ideas can be found in and then i can simply go ahead take it and move it to a certain group that i think it’s relevant 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 group or another board depending on how you describe your workflow just to ensure 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 simply write yes so i can get feedback while you people are listening yay yes yes incredible awesome awesome i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them too but now i’ll simply provide like a short overview this is the person column as you people understand 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 also as a view we’ll get to that um quickly um dale you just ask assuming one kind can populate a number of columns on one board yes dell you are correct every column that you produce can be practically every column you develop can be in a form view and people can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a priority one we named it priority however it’s essentially a rating column um we have actually a. Top Saas 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 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 browse facebook it’s going to do a cross board search let me reveal you people 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 particular project i’m working on i can simply link them with tags and then i can cross board search it to what it matters for so i discover that extremely cool and i love i love the tech college let me just leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you guys know what this is but 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 get rid of due date mode essentially what i want to do i wish to set as deadline i want to take the status column but i could take any status column i have for example the. Top Saas Project Management Software