This article is focused on answering Why Companies Need Project Management Software News …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 3 specific on boards which are usage cases for banner and landing page demands think of it more like imaginative demands 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 review marketing campaign tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a slip 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 people that too and finally i’m going to reveal you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin awesome alright let’s begin and landing page request i’m presuming
you guys i’m simply gon na show um talk about the basics really quickly but i’m sure you people know 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 review integrations 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 truly just depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a short prior to working on an innovative demand is using the form so a kind basically 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 searching for the size of uh the banner that they desire the designer to create and i’ll all right let me reveal you how to develop a type however generally this kind comes in here and then the team lead of the imaginative design group or any other group can assign a certain designer to deal with it so let me show you guys how to include a type and produce if anything is too quick or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you men inspect the view section due to the fact that it’s just another method to reveal um all your products 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 type view and like i said it takes specific columns not the individual column naturally however other columns that you can conceal or make um viewable for the individual that is going to be provided the kind they can submit this file if you wish to require it you can always do a checkbox and after that they can’t submit the form without filling this details in so you can truly simply develop any column with anything that you men require when an innovative demand can be found in make it a kind share the type sneak peek the show you guys how a type appears like um the name of the demand you desire you wish to add a specific quick with a specific i understand each company has a certain structure that
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they utilize um when do you require 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 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 look i’ll simply show you men let’s fill it in and you can see um webinar request test i can add a specific file for example right now whatever remains in the planning ideas phase and i need the creative department to assist me it’s right now where i’m working on it i need it by may 23rd and it remains in highest priority i want to send it and let me show you people how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is necessary to understand and then it can be called ideas or requests being available in and then i can just go on take it and move it to a certain group that i believe it’s relevant 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 detail your workflow simply to ensure you people 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 just write yes so i can get feedback while you guys are listening yay yes yes remarkable awesome awesome i’m glad you people are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll discuss them also and now i’ll just give like a quick overview this is the person column as you people know we have our 7 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 likewise on the item 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 produce can be practically every column you produce can be in a type view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a priority one we called it concern but it’s basically a ranking column um we have a. Why Companies Need Project Management Software News
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file column and we have a tags column what i enjoy about the tag column is if i click this today 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 show 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 particular task i’m dealing with i can simply connect them with tags and after that i can cross board search it to what it matters for so i discover that incredibly cool and i love i enjoy the tech college let me simply get out of here [Music] all right 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 method i connected them together and did due date mode is let me reverse this so i might reveal you people eliminate due date mode essentially what i wish to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. Why Companies Need Project Management Software News