This article is focused on answering Using Project Management Software Tools …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page demands think of it more like innovative requests from designers content 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 go over marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i want to show you a slip a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you men that also and lastly i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to show you people so i have it open and after that we’re going to start awesome okay let’s start and landing page demand i’m assuming
you people i’m simply gon na show um talk about the fundamentals actually quickly however i make certain you people understand that this is a board every one of these are called a group and each row is called a product 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 between customers or jobs 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 short before working on an imaginative request is utilizing the kind so a kind basically takes all your columns and makes it a link that other individuals can fill out 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 create and i’ll okay let me reveal you how to develop a kind but basically this kind can be found in here and after that the team lead of the imaginative design group or any other group can appoint a certain designer to deal with it so let me show you men how to include a type and develop if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people inspect the view section 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 method to see um specific things on your board so close the type view and like i said it takes particular columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be given the kind they can upload this file if you want to require it you can constantly do a checkbox and then they can’t send the kind without filling this details in so you can actually just produce any column with anything that you guys need when an imaginative request comes in make it a kind share the type preview the show you men how a kind appears like um the name of the demand you want you wish to add a certain short with a particular i understand each business has a specific structure that
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they utilize um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd let me click on 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 appearance i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can include a certain declare example today whatever remains in the preparation ideas stage and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by may 23rd and it’s in highest concern i wish to submit it and let me reveal you men 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 understand and after that it can be called demands or ideas being available in and then i can just proceed take it and move it to a specific group that i believe it’s relevant 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 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 kind and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes awesome incredible amazing i’m glad you men are listening and comprehend everything great um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them also but now i’ll just offer like a short summary this is the individual column as you guys know we have our 7 core columns here and after that 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 simply ask presuming one type can populate several columns on one board yes dell you are proper every column that you create can be practically every column you develop 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 top priority one we named it priority but it’s essentially a ranking column um we have actually a. Using Project Management Software Tools
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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 browse 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 specifically i can see that it’s another board and then if i have a particular job i’m dealing with i can merely connect them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i like the tech college let me just leave here [Music] okay um [Music] and yeah and i’m unsure if you men 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 undo this so i could show you guys get rid of due date mode essentially what i want 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. Using Project Management Software Tools