This article is focused on answering User Friendly Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are use cases for banner and landing page requests think about it more like innovative requests 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 project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a slip 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 people that also and finally i’m going to reveal you control panels um so let’s begin in a minute i just want to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to begin amazing all right let’s begin and landing page request i’m assuming
you men i’m simply gon na show um speak about the essentials truly rapidly however i make sure you guys know that this is a board each 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 stuff so the method i divided my board here is in between months however you can do this between projects or clients and it actually just 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 quick prior to dealing with an imaginative request is using the type so a form basically takes all your columns and makes it a link that other people can submit 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 alright let me show you how to produce a kind but generally this form comes in here and then the group lead of the innovative design group or any other group can appoint a certain designer to deal with it so let me reveal you men how to produce and add a type if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you men inspect the view area due to the fact that it’s simply another method to show um all your items simply see things on a calendar or in a chart or you want 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 individual column of course but 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 wish to require it you can always do a checkbox and then they can’t submit the form without filling this details in so you can truly just develop any column with anything that you men need when an imaginative demand can be found in make it a form share the type preview the show you men how a kind appears like um the name of the request you want you wish to add a certain brief with a certain i know each business has a certain structure that
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they use um when do you require it by the top priority and so on and so forth um you can take this link after put one second 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 simply make look i’ll simply show you guys let’s fill it in and you can see um webinar request test i can include a certain file for example right now everything remains in the planning ideas stage and i require the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it’s in highest concern i want to send it and let me reveal you people how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is necessary to know and then it can be called demands or ideas can be found in and after that i can just go on take it and move it to a particular 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 outline your workflow simply to make certain you men 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 remarkable remarkable remarkable i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them too now i’ll just offer like a quick introduction this is the individual 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 likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy several columns on one board yes dell you are right every column that you produce can be nearly every column you create can be in a form view and individuals can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a concern one we called it top priority however it’s essentially a score column um we have a. User Friendly 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 men 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 specific task i’m dealing with i can merely link 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] all right um [Music] and yeah and i’m not sure if you people know what this is however this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i could show you people remove due date mode essentially what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. User Friendly Project Management Software