Monday Com Project Management Review – Easily build, run, and scale

This article is focused on answering Monday Com Project Management Review …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 show you three particular on boards which are use cases for banner and landing page requests think of it more like innovative requests from designers material so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want 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 as well and lastly i’m going to show you control panels um so let’s start in a minute i simply want to bring up the um thing that i wanted to reveal you people so i have it open and then we’re going to start incredible all right let’s start and landing page demand i’m presuming

 

you men i’m just gon na show um discuss the fundamentals really quickly however i make certain you guys know that this is a board each one of these are called a group and each row is called a product today we’re going to review integrations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this in between customers or jobs and it really 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 quick before working on a creative request is utilizing the form so a form essentially takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re searching for the size of uh the banner that they want the designer to develop and i’ll okay let me show you how to produce a kind but basically this kind comes in here and after that the team lead of the imaginative design group or any other group can assign a specific designer to deal with it so let me reveal you people how to develop and include a type if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i advise you men examine the view area since it’s just another method to show um all your products simply 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 type view and like i said it takes particular columns not the person column naturally but other columns that you can conceal or make um viewable for the person that is going to be offered the type they can publish this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the type without filling this info in so you can truly simply produce any column with anything that you guys need when an imaginative demand comes in make it a type share the form preview the show you people how a kind looks like um the name of the request you want you wish to include a particular quick with a specific i understand each company has a specific structure that

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they utilize um when do you require it by the priority and so on and so forth um you can take this link after put one 2nd let me click on the form i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll simply show you people let’s fill it in and you can see um webinar request test i can add a particular file for example right now everything remains in the planning concepts stage and i require the imaginative department to help me it’s right now where i’m working on it i need it by might 23rd and it remains in greatest top priority i wish to submit it and let me show you people how it can be found in on the board webinar demand test so it’s always going to enter the very first group which is necessary to understand and after that it can be called ideas or demands coming in and then i can just go ahead take it and move it to a particular group that i think it matters 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 on how you describe your workflow just to make sure you guys 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 compose yes so i can get feedback while you people are listening yay yes yes remarkable awesome amazing i’m glad you people are listening and understand whatever fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll review them as well now i’ll simply give like a quick overview this is the person column as you guys understand we have our seven 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 product itself and also as a view we’ll get to that um soon um dale you just ask assuming one kind can occupy numerous columns on one board yes dell you are correct every column that you develop can be nearly every column you produce can be in a kind view and individuals can fill it out and it can be found in as an item on the board terrific so this is our column center what we use here is a top priority one we named it priority however it’s basically a ranking column um we have actually a. Monday Com Project Management Review

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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 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 browse facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular task i’m dealing with i can just link them with tags and after that i can cross board search it to what it matters for so i find that very cool and i love i like the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m uncertain if you men know what this is however this is a status column and this is a date column and the way i linked them together and did due date mode is let me undo this so i could reveal you guys get rid of deadline mode essentially what i wish to do i want to set as deadline i wish to take the status column however i could take any status column i have for example the. Monday Com Project Management Review