This article is focused on answering Workbench 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 reveal you 3 specific on boards which are usage cases for banner and landing page requests think about it more like imaginative demands from designers material so on and so forth copywriters um a social networks preparation and style 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 e-mail marketing um integrity that we have with mailchimp and after that 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 ads so i’ll show you guys that too and finally i’m going to show you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to start remarkable all right let’s begin and landing page demand i’m presuming
you people i’m just gon na show um discuss the fundamentals really rapidly but i make certain you people 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 discuss combinations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between jobs or clients 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 method to get a short before dealing with an innovative demand is utilizing the kind so a form basically 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 develop and i’ll alright let me show you how to create a form but generally this type is available in here and then the group 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 write it to me in the chat and i’ll try clarify so i can go here add view i suggest you people examine the view area because it’s just another method to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the kind view and like i said it takes particular columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can upload this file if you wish to require it you can constantly do a checkbox and then they can’t send the kind without filling this info in so you can truly just create any column with anything that you guys need when a creative request can be found in make it a kind share the kind sneak peek the program you guys how a kind appears like um the name of the request you desire you wish to include a particular brief with a specific i understand each business has a certain structure that
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they use um when do you require it by the priority and so on etc um you can take this link after put one second let me click 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 just reveal you men let’s fill it in and you can see um webinar demand test i can add a specific file for example right now whatever remains in the planning ideas stage and i require the creative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in highest priority i want to submit it and let me reveal you people how it is available in on the board webinar demand test so it’s always going to enter into the first group which is very important to understand and after that it can be called concepts or requests coming in and after that i can simply go on take it and move it to a certain group that i think it’s relevant for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another group or another board depending upon how you outline your workflow just to make certain you men 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 write yes so i can get feedback while you guys are listening yay yes yes awesome awesome remarkable i’m glad you men are listening and understand whatever excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them also and now i’ll simply give like a brief overview this is the individual column as you people understand we have our seven core columns here and after that 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 quickly um dale you just ask presuming one kind can occupy several 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 comes in as a product on the board great so this is our column center what we use here is a concern one we called it top priority but it’s basically a score column um we have a. Workbench 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 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 specific job i’m dealing with i can merely 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 like the tech college let me simply get out of here [Music] fine um [Music] and yeah and i’m unsure if you people understand what this is but this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might reveal you people get rid of due date mode basically what i wish to do i wish to set as due date i wish to take the status column but i could take any status column i have for example the. Workbench Project Management Software