This article is focused on answering What To Look For In A 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 three particular on boards which are use cases for banner and landing page requests think of it more like innovative requests from designers material so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want 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 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you guys that also and lastly 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 wanted to show you people so i have it open and then we’re going to start remarkable alright let’s start and landing page demand i’m presuming
you men i’m simply gon na show um speak about the essentials actually quickly however i make certain you men 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 discuss integrations automations views and a lot more fun stuff so the way i divided my board here is in between months however you can do this in between clients or tasks and it actually simply depends upon your workflow and the method we did it here to you can do it any way you desire however a cool way to get a short before dealing with an innovative demand is utilizing the form so a form basically takes all your columns and makes it a link that other people can submit which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll all right let me show you how to create a type however basically this kind can be found in here and after that the group lead of the creative design team or any other team can designate a specific designer to work on it so let me reveal you men how to produce and add a form if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you guys examine the view section because 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 method to see um specific things on your board so close the kind view and like i stated it takes certain columns not the person column of course but other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t send the form without filling this info in so you can really simply create any column with anything that you guys require when an imaginative request is available in make it a kind share the form preview the program you guys how a form looks like um the name of the demand you desire you wish 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 need it by the concern and so on etc um you can take this link after put one second 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 just make look i’ll simply reveal you people let’s fill it in and you can see um webinar demand test i can add a specific file for example right now whatever is in the preparation concepts stage and i need the creative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest top priority i want to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s constantly going to enter into the very first group which is very important to know and after that it can be called requests or ideas being available in and after that i can simply 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 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 simply to make sure you men 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 simply write yes so i can get feedback while you people are listening yay yes yes remarkable incredible awesome i’m glad you guys are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them also but now i’ll just provide like a brief introduction this is the person column as you people know we have our seven core columns here and then 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 item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can occupy numerous columns on one board yes dell you are proper every column that you produce can be almost every column you produce can be in a form view and people can fill it out and it is available in as a product on the board great so this is our column center what we utilize here is a top priority one we called it priority however it’s basically a score column um we have actually a. What To Look For In A 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 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 certain project i’m dealing with i can simply link them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i like the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m uncertain if you men know what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i could reveal you men remove due date mode basically what i want to do i want to set as deadline i want to take the status column but i might take any status column i have for example the. What To Look For In A Project Management Software