This article is focused on answering Project And Program Management Software …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 particular on boards which are usage cases for banner and landing page requests think about it more like innovative requests from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and then 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 reveal you men that too and finally i’m going to show you control panels um so let’s begin in a minute i just 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 start amazing fine let’s begin and landing page request i’m presuming
you people i’m simply gon na show um speak about the essentials truly rapidly however i make sure you guys know that this is a board each one of these are called a group and each row is called an item today we’re going to go over integrations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this in between tasks or customers and it truly just depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a quick before working on an innovative request is using the kind so a kind generally takes all your columns and makes it a link that other individuals can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll fine let me show you how to produce a type but essentially this type can be found in here and then the group lead of the creative design group or any other group can assign a certain designer to work on it so let me show you men how to develop and include a form if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you people inspect the view area due to the fact that it’s simply another method to reveal um all your items just see things on a calendar or in a chart or you want a file view another method to see um specific things on your board so close the type view and like i stated it takes particular columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be given the form they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this info in so you can truly just produce any column with anything that you people require when an imaginative demand is available in make it a type share the form preview the show you men how a form appears like um the name of the request you desire you wish to add a certain short with a particular 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 etc um you can take this link after put one second 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 simply make look i’ll simply reveal you guys let’s fill it in and you can see um webinar request test i can add a particular declare example right now everything remains in the planning concepts 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’s in greatest concern i wish to send it and let me show you guys how it can be found in on the board webinar demand test so it’s always going to come into the first group which is very important to understand and after that it can be called demands or concepts can be found in and then i can just go ahead take it and move it to a certain group that i believe 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 group or another board depending upon how you describe 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 comprehended the form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes amazing amazing remarkable i’m glad you people are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them also but now i’ll simply offer like a brief introduction this is the individual column as you guys know we have our 7 core columns here and after that 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 presuming one kind can occupy a number of columns on one board yes dell you are correct every column that you develop can be nearly every column you create can be in a type view and individuals can fill it out and it can be found in as a product on the board great so this is our column center what we use here is a top priority one we called it top priority however it’s generally a score column um we have a. Project And Program 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 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 guys 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 task i’m dealing with i can just link them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i love the tech college let me just leave here [Music] all right um [Music] and yeah and i’m not exactly sure if you men understand 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 could show you people remove 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 Program Management Software