This article is focused on answering Trello Project Management Software Features …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 3 particular on boards which are usage cases for banner and landing page requests consider it more like innovative demands from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you guys that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wanted to show you people so i have it open and after that we’re going to begin incredible fine let’s begin and landing page request i’m assuming
you men i’m simply gon na show um discuss the basics really quickly 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 go over combinations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this between customers or jobs and it truly simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool method to get a short before working on a creative demand is using the form so a kind essentially takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll all right let me show you how to create a kind however generally this kind can be found in here and then the group lead of the imaginative style group or any other team can assign a certain designer to deal with it so let me reveal you men how to create and include a form if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you men check the view area because it’s simply another way 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 particular things on your board so close the type view and like i stated it takes certain columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can publish this file if you wish to require it you can always do a checkbox and after that they can’t send the form without filling this details in so you can truly just create any column with anything that you guys need when a creative demand is available in make it a form share the form sneak peek the show you men how a kind appears like um the name of the demand you desire you want to add a certain short with a particular i know each company has a certain structure that
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they utilize um when do you require it by the concern and so on etc um you can take this link after put one second let me click on 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 look i’ll just show you people let’s fill it in and you can see um webinar demand test i can add a specific apply for example right now everything remains in the planning concepts phase and i require the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest priority i want to send it and let me show you people how it comes in on the board webinar demand test so it’s always going to enter into the very first group which is essential to understand and after that it can be called concepts or requests coming in and then i can simply go on take it and move it to a certain group that i think 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 upon how you describe 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 comprehended the kind and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible incredible remarkable i’m glad you people 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 go over them as well today i’ll just offer like a quick introduction this is the person column as you men know we have our seven core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it likewise on the product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one type can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be almost every column you produce can be in a form view and people can fill it out and it can be found in as an item on the board terrific so this is our column center what we utilize here is a priority one we named it top priority however it’s essentially a score column um we have a. Trello Project Management Software Features
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file column and we have a tags column what i like about the tag column is if i click 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 particularly i can see that it’s another board and after that if i have a particular task i’m working on i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that super cool and i love i like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not sure if you people 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 due date mode is let me undo this so i could show you people eliminate deadline mode generally what i wish to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Trello Project Management Software Features