This article is focused on answering What Is Professional Services Project Management Software …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated 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 imaginative demands 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 review marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to show you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll show you people that too and lastly i’m going to show you dashboards um so let’s begin in a minute i just want 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 start awesome fine let’s begin and landing page request i’m presuming
you men i’m simply gon na reveal um discuss the essentials really quickly 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 go over integrations 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 clients or jobs and it really just depends upon 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 quick prior to dealing with a creative demand is using the form so a kind essentially takes all your columns and makes it a link that other people 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 desire the designer to produce and i’ll all right let me show you how to develop a kind however generally this type can be found in here and after that the group lead of the innovative design group or any other team can appoint a particular designer to deal with it so let me reveal you people how to develop and add a kind if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people check the view area because it’s just another way to show um all your items just see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the form view and like i stated it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be provided the type they can publish this file if you want to need it you can always do a checkbox and then they can’t submit the form without filling this info in so you can really simply develop any column with anything that you people need when a creative demand is available in make it a type share the type sneak peek the program you guys how a form appears like um the name of the demand you want you want to add a certain quick with a specific i understand each business has a particular structure that
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they use um when do you require it by the top priority and so on etc um you can take this link after put one 2nd let me click the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make look i’ll just reveal you men let’s fill it in and you can see um webinar request test i can add a particular apply for example right now whatever remains in the planning concepts stage and i require the innovative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest priority i wish to send it and let me show you men how it is available in on the board webinar request test so it’s constantly going to enter into the first group which is important to understand and after that it can be called concepts or requests being available in and then i can simply go on take it and move it to a specific group that i think it’s relevant for in this case it requires to be done by might so i’m going to keep it in this group i can move it to another board or another group depending upon how you outline your workflow simply to make sure you guys are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes incredible awesome incredible i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them also and now i’ll just offer like a brief introduction this is the person column as you guys understand we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one kind can populate numerous columns on one board yes dell you are proper every column that you produce can be practically every column you develop can be in a type view and individuals can fill it out and it can be found in as an item on the board excellent so this is our column center what we use here is a top priority one we named it concern however it’s generally a ranking column um we have actually a. What Is Professional Services Project Management Software
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file column and we have a tags column what i like 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 people how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a certain job 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 discover that incredibly cool and i love i love the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m not sure if you men understand 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 undo this so i might reveal you men get rid of deadline mode generally 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. What Is Professional Services Project Management Software