This article is focused on answering Project And Process Management Software …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na show you three specific on boards which are usage cases for banner and landing page demands think about it more like creative demands 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 show you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a sneak peek 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 last but not least i’m going to show you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to start incredible okay let’s start and landing page demand i’m assuming
you men i’m just gon na reveal um speak about the essentials actually quickly however i make certain you guys know that this is a board each one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this between projects or customers and it truly simply depends on your workflow and the method we did it here to you can do it any way you want but a cool way to get a quick prior to working on an innovative demand is utilizing the type so a type generally 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 desire the designer to produce and i’ll fine let me reveal you how to produce a kind however generally this kind is available in here and after that the group lead of the innovative style group or any other group can assign a certain designer to deal with it so let me reveal you men how to create and add a kind if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you guys inspect the view area because it’s just another way 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 particular things on your board so close the kind view and like i stated it takes specific columns not the person column of course however other columns that you can conceal or make um viewable for the person that is going to be provided the kind they can submit this file if you want to need it you can always do a checkbox and after that they can’t submit the form without filling this details in so you can truly simply develop any column with anything that you people need when a creative request can be found in make it a form share the type preview the program you people how a type appears like um the name of the request you want you wish to add a particular short with a specific i understand each company has a certain structure that
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they use um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd 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 appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can add a certain file for example right now whatever is in the preparation ideas phase and i need the imaginative department to help me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest priority i wish to send it and let me reveal you men 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 very important to understand and after that it can be called ideas or demands can be found in and then i can just proceed take it and move it to a specific group that i think it’s relevant for in this case it needs 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 detail your workflow simply to ensure 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 compose yes so i can get feedback while you guys are listening yay yes yes incredible awesome awesome i’m glad you men are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll go over them too and now i’ll simply give like a quick summary this is the person column as you guys know 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 item itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one type can occupy several columns on one board yes dell you are appropriate every column that you develop can be almost every column you produce can be in a form view and people can fill it out and it comes in as an item on the board fantastic so this is our column center what we use here is a concern one we named it concern however it’s basically a rating column um we have a. Project And Process Management Software
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file column and we have a tags column what i enjoy 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 reveal you men 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 certain project i’m dealing with i can merely connect them with tags and then 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 just leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you guys 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 deadline mode is let me reverse this so i might show you people get rid of due date mode essentially what i want to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. Project And Process Management Software