This article is focused on answering Project Configuration 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 reveal you three particular on boards which are use cases for banner and landing page demands consider it more like creative demands from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in email marketing um integrity that we have with mailchimp and then i want to reveal you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that as well and lastly i’m going to show you dashboards um so let’s start in a minute i simply want to pull up the um thing that i wished to reveal you guys so i have it open and then we’re going to begin awesome fine let’s begin and landing page request i’m assuming
you people i’m just gon na reveal um discuss the basics truly rapidly however i’m sure you guys know 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 discuss combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this between jobs or customers and it truly just depends upon your workflow and the way we did it here to you can do it any way you desire however a cool method to get a short before working on an innovative request is utilizing the form so a type basically takes all your columns and makes it a link that other people can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll all right let me reveal you how to produce a type but basically this form comes in here and then the team lead of the creative style group or any other team can designate a specific designer to work on it so let me show you guys how to develop and add a kind if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you guys check the view section since it’s simply another way to reveal um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the kind view and like i stated it takes particular columns not the person column of course however other columns that you can hide or make um viewable for the person that is going to be offered the kind they can upload this file if you want to need it you can always do a checkbox and then they can’t submit the type without filling this information in so you can really just develop any column with anything that you guys require when an innovative request comes in make it a type share the type sneak peek the program you guys how a kind appears like um the name of the request you want you wish to add a particular quick with a particular i know each business has a particular structure that
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they utilize um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click the kind 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 look i’ll just show 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 is in the preparation concepts stage and i need the creative 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 want to send it and let me show you men how it can be found in on the board webinar request test so it’s always going to come into the first group which is very important to know and then it can be called demands or concepts being available in and then i can simply go ahead take it and move it to a certain 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 on how you outline your workflow simply 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 type and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible incredible remarkable i’m glad you people are listening and comprehend whatever great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll go over them also today i’ll simply offer like a quick introduction this is the individual column as you people 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 also as a view we’ll get to that um soon um dale you simply ask assuming one type can occupy several columns on one board yes dell you are right every column that you develop can be almost every column you create can be in a form view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we utilize here is a concern one we called it top priority however it’s basically a ranking column um we have actually a. Project Configuration Management Software
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file column and we have a tags column what i like 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 browse 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 specifically i can see that it’s another board and after that if i have a certain job 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 super cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not sure if you men 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 reveal you people remove deadline mode basically 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. Project Configuration Management Software