This article is focused on answering What To Look For In Project Management Software …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 reveal you three particular on boards which are use cases for banner and landing page requests consider it more like creative requests 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 go over marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal you guys that too and finally i’m going to reveal you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to begin amazing alright let’s start and landing page request i’m assuming
you men i’m simply gon na show um talk about the essentials truly quickly but i make sure 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 review combinations automations views and a lot more fun things so the method i divided my board here is between months but you can do this in between jobs or clients and it actually just depends on your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief prior to working on an imaginative request 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 upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll all right let me show you how to develop a form but essentially this form is available in here and after that the team lead of the imaginative design group or any other team can assign a certain designer to deal with it so let me show you men how to add a kind and develop 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 suggest you guys check the view section due to the fact that it’s simply another way to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the type view and like i said it takes specific columns not the person column of course however other columns that you can conceal or make um viewable for the person that is going to be offered the type they can upload this file if you want to require it you can constantly do a checkbox and then they can’t submit the type without filling this info in so you can actually just create any column with anything that you men need when an imaginative demand comes in make it a type share the form preview the show you guys how a type looks like um the name of the request you want you wish to include a specific brief with a particular i know each company has a certain structure that
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they use um when do you need it by the top priority and so on and so forth um you can take this link after put one second let me click on the kind 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 specific apply for example right now whatever is in the preparation ideas phase and i require the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest priority i want to submit it and let me show you men 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 essential to understand and then it can be called ideas or demands coming in and then i can simply go on take it and move it to a particular group that i believe it matters for in this case it needs 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 on how you describe your workflow just to make certain you guys 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 compose yes so i can get feedback while you people are listening yay yes yes remarkable incredible incredible i’m glad you men are listening and understand whatever terrific um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them also now i’ll just provide like a brief summary this is the individual column as you people 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 also on the item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can occupy a number of columns on one board yes dell you are appropriate every column that you create can be practically every column you create can be in a kind view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we utilize here is a top priority one we named it top priority but it’s basically a ranking column um we have actually a. What To Look For In 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 on 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 guys how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a specific project i’m working on i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that very cool and i love i love the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m unsure if you men understand what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i might show you guys get rid of due date mode basically what i want to do i want to set as due date i want to take the status column however i could take any status column i have for example the. What To Look For In Project Management Software