This article is focused on answering Walker Royce Software Project Management …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are use cases for banner and landing page requests think of it more like innovative requests from designers content so on etc copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you guys that as well and finally i’m going to reveal you dashboards um so let’s start in a minute i just wish to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to start remarkable okay let’s start and landing page request i’m assuming
you men i’m just gon na show um discuss the essentials actually rapidly however i make certain you men know that this is a board every one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this in between customers or jobs and it really simply depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a brief before working on an innovative demand is using the type so a type essentially takes all your columns and makes it a link that other individuals can complete 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 fine let me show you how to develop a type but basically this form is available in here and after that the team lead of the creative design group or any other group can assign a specific designer to deal with it so let me show you people how to include a form and create if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here include view i recommend you guys examine the view area since it’s simply another way to reveal um all your items just 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 kind view and like i stated it takes specific columns not the individual column of course but other columns that you can hide or make um viewable for the person that is going to be provided the form they can submit this file if you wish to require it you can always do a checkbox and then they can’t send the form without filling this details in so you can truly simply produce any column with anything that you people require when an imaginative request is available in make it a type share the kind sneak peek the program you people how a kind looks like um the name of the demand you desire you want to add a specific quick with a specific i understand each company has a particular structure that
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they utilize um when do you need it by the top priority and so on etc um you can take this link after put one second let me click the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can add a certain declare example right now everything is in the planning ideas phase and i need the creative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest concern i want to send it and let me reveal you people how it comes in on the board webinar request test so it’s constantly going to enter the first group which is important to understand and after that it can be called concepts or demands being available in and then i can just proceed take it and move it to a particular group that i think it matters 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 upon how you describe your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes awesome amazing incredible i’m glad you guys are listening and understand whatever great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them also and now i’ll just provide like a quick introduction this is the person column as you men understand we have our 7 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 likewise as a view we’ll get to that um soon um dale you just ask presuming one form can occupy several columns on one board yes dell you are appropriate every column that you create can be practically every column you produce can be in a form view and people can fill it out and it comes 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 concern but it’s generally a rating column um we have actually a. Walker Royce Software Project Management
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Walker Royce Software Project Management