This article is focused on answering Monday Com & Jira …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are use cases for banner and landing page requests think of it more like innovative demands from designers material so on and so forth copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll show you people that as well and last but not least i’m going to reveal you control panels um so let’s start in a minute i just want to pull up the um thing that i wished to show you people so i have it open and then we’re going to begin amazing all right let’s begin and landing page request i’m presuming
you guys i’m simply gon na show um discuss the fundamentals actually quickly however i make certain you people know that this is a board every one of these are called each row and a group is called a product today we’re going to go over combinations 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 customers or jobs and it truly just depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a short prior to dealing with a creative request is using the kind so a kind essentially takes all your columns and makes it a link that other individuals can submit which they can publish 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 create and i’ll okay let me reveal you how to produce a form but generally this type comes in here and then the team lead of the imaginative style team or any other group can appoint a certain designer to deal with it so let me show you men how to include a form and develop if anything is too fast or something is not clear please write it to me in the chat and i’ll try clarify so i can go here include view i advise you guys inspect the view section due to the fact that it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the type view and like i stated it takes particular columns not the person column naturally but other columns that you can hide or make um viewable for the person that is going to be offered the form they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t send the kind without filling this information in so you can actually simply create any column with anything that you men need when an imaginative request can be found in make it a form share the type sneak peek the program you men how a form appears like um the name of the request you want you want to add a particular short with a particular i understand each business has a particular structure that
gantt charts project management tool monday.com alternatives
they utilize 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 simply make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a particular declare example right now everything is in the planning concepts phase and i need the imaginative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest concern i want to send it and let me reveal you guys how it comes in on the board webinar demand test so it’s constantly going to come into the very first group which is very important to know and after that it can be called concepts or demands can be found in and after that i can just proceed take it and move it to a particular group that i think it matters 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 on how you describe your workflow simply to make sure 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 simply compose yes so i can get feedback while you people are listening yay yes yes incredible remarkable remarkable i’m glad you guys are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them as well and now i’ll simply offer like a short overview this is the person column as you men know we have our seven core columns here and after that we have more intriguing columns when i go to more columns so it’s either a timeline where i can have it likewise on the item itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one form can populate several columns on one board yes dell you are appropriate every column that you create can be almost every column you produce can be in a type view and people can fill it out and it can be found in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we called it top priority but it’s generally a rating column um we have actually a. Monday Com & Jira
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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 people 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 merely connect them with tags and then i can cross board search it to what it matters for so i discover that extremely cool and i love i like the tech college let me just leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you men know 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 show you guys eliminate due date mode generally 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. Monday Com & Jira