This article is focused on answering Why Do I Need 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 show you 3 specific on boards which are usage cases for banner and landing page requests consider it more like creative 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 go over marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a slip a preview of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that too and finally i’m going to show you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to start remarkable alright let’s begin and landing page request i’m presuming
you men i’m simply gon na reveal um discuss the fundamentals really rapidly but i’m sure you men understand 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 go over integrations automations views and a lot more fun things so the method i divided my board here is in between months but you can do this in 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 however a cool way to get a short prior to working on an innovative demand is utilizing the type so a kind essentially takes all your columns and makes it a link that other individuals can fill out 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 produce and i’ll alright let me show you how to create a type however essentially this type can be found in here and after that the team lead of the innovative design group or any other team can appoint a particular designer to deal with it so let me show you men how to include a type and develop if anything is too quick or something is not clear please write it to me in the chat and i’ll try clarify so i can go here add view i suggest you men examine the view section since it’s just another way to show um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i said it takes particular columns not the person column obviously however other columns that you can conceal or make um viewable for the person that is going to be given the type they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the type without filling this info in so you can really just produce any column with anything that you men need when an imaginative demand is available in make it a type share the type sneak peek the program you people how a type looks like um the name of the demand you desire you want to include a certain brief with a particular i know each business has a specific structure that
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they use um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd 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 show you guys let’s fill it in and you can see um webinar demand test i can include a certain file for example today everything is in the preparation ideas stage and i need the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in highest top priority i wish to submit it and let me show you men how it is available in on the board webinar request test so it’s always going to enter the very first group which is important to know and then it can be called ideas or demands being available in and then i can simply go ahead take it and move it to a particular group that i believe 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 just to make sure you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you just compose yes so i can get feedback while you people are listening yay yes yes incredible amazing amazing i’m glad you men are listening and comprehend everything 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 as well now i’ll just provide like a brief summary this is the individual column as you guys know we have our seven 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 also as a view we’ll get to that um soon um dale you simply ask assuming one type can occupy several columns on one board yes dell you are proper every column that you develop can be almost every column you develop can be in a kind view and individuals can fill it out and it can be found 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 concern but it’s basically a rating column um we have actually a. Why Do I Need 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 on 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 people how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a particular task i’m working on i can merely connect them with tags and after that i can cross board search it to what it matters for so i find that super cool and i love i like the tech college let me just get out of here [Music] okay um [Music] and yeah and i’m unsure if you people understand what this is however this is a status column and this is a date column and the way i connected them together and did due date mode is let me undo this so i might show you guys eliminate due date mode essentially what i wish to do i want to set as deadline i want to take the status column however i could take any status column i have for example the. Why Do I Need Project Management Software