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

This article is focused on answering Monday Com Project Management Templates …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 3 specific on boards which are use cases for banner and landing page demands think of it more like creative demands from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and after that i wish to reveal you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll show you guys that too and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to pull up the um thing that i wished to show you guys so i have it open and after that we’re going to begin amazing fine let’s start and landing page demand i’m assuming

 

you people i’m simply gon na reveal um talk about the fundamentals actually rapidly but i make certain you guys 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 review combinations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this between clients or jobs and it actually simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a short prior to dealing with a creative request is using the type so a form generally takes all your columns and makes it a link that other people 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 develop and i’ll okay let me reveal you how to develop a kind however basically this kind can be found in here and then the group lead of the creative design group or any other team can assign a certain designer to deal with it so let me show you men how to include a form and create 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 people examine the view area due to the fact that it’s simply another method to reveal um all your products just see things on a calendar or in a chart or you desire a file view another way 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 but other columns that you can conceal or make um viewable for the person that is going to be given the kind they can publish this file if you wish to require it you can always do a checkbox and then they can’t send the type without filling this info in so you can really simply develop any column with anything that you people require when an imaginative demand is available in make it a form share the kind preview the show you guys how a form appears like um the name of the request you desire you want to add a certain brief with a specific i understand each company has a particular structure that

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they use um when do you need it by the top priority and so on etc 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 website copy it send it to whoever let’s simply make look i’ll simply reveal you people 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 preparation ideas phase and i require the creative department to help me it’s right now where i’m dealing with it i require it by may 23rd and it’s in highest priority i wish to send it and let me reveal you men how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is important to understand and after that it can be called concepts or requests coming in and then i can just proceed 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 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 understood the type and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes remarkable awesome awesome i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them as well but now i’ll simply offer like a quick summary this is the person column as you men understand 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 also on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one kind can populate a number of columns on one board yes dell you are correct every column that you develop can be almost every column you produce can be in a kind view and people can fill it out and it is available 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 priority however it’s basically a score column um we have actually a. Monday Com Project Management Templates

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file column and we have a tags column what i love 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 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 particularly i can see that it’s another board and after that if i have a particular task i’m working on i can just connect them with tags and then i can cross board search it to what it matters for so i find that extremely cool and i love i like the tech college let me just leave here [Music] all right um [Music] and yeah and i’m unsure if you people know 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 people get rid of due date mode basically 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. Monday Com Project Management Templates