This article is focused on answering Trimble Project Management Software …I’m a customer success supervisor 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 demands consider it more like imaginative requests from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that as well and lastly i’m going to reveal you control panels um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin awesome all right let’s begin and landing page demand i’m presuming
you guys i’m just gon na reveal um speak about the fundamentals actually rapidly but i’m sure you guys understand 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 combinations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this in between customers or jobs and it really simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief prior to working on a creative demand is utilizing the kind so a kind basically takes all your columns and makes it a link that other individuals can complete 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 want the designer to produce and i’ll all right let me reveal you how to develop a kind however generally this type is available in here and after that the team lead of the innovative style team or any other team can assign a particular designer to work on it so let me reveal you men how to produce and add a kind if anything is too quick or something is not clear 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 show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the form view and like i said it takes certain 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 form they can publish this file if you want to need it you can always do a checkbox and after that they can’t send the form without filling this details in so you can actually simply create any column with anything that you guys require when an imaginative demand can be found in make it a kind share the form sneak peek the program you people how a type looks like um the name of the demand you desire you wish to add a specific short with a specific i understand each business has a specific structure that
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they utilize um when do you need it by the concern and so on etc um you can take this link after put one 2nd let me click the kind 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 men let’s fill it in and you can see um webinar request test i can include a certain file for example today everything remains in the preparation concepts phase and i require the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in highest priority i wish to send it and let me show you guys how it can be found in on the board webinar demand test so it’s constantly going to enter the very first group which is very important to know and then it can be called ideas or demands coming in and then i can just proceed take it and move it to a specific group that i believe it matters for in this case it needs 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 on how you detail your workflow just 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 people are listening yay yes yes incredible incredible remarkable i’m glad you guys are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them too but now i’ll simply provide like a brief overview this is the individual column as you people know we have our 7 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 product itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can populate a number of columns on one board yes dell you are proper every column that you create can be almost every column you create can be in a type view and individuals 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 called it concern but it’s generally a rating column um we have a. Trimble Project Management Software
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file column and we have a tags column what i love 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 show you people 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 specific project i’m dealing with i can simply connect them with tags and then i can cross board search it to what it matters for so i find that incredibly cool and i love i enjoy the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not sure if you people know what this is but 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 reverse this so i could show you people get rid of due date mode essentially 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. Trimble Project Management Software