This article is focused on answering Project Document Management Software Free …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 usage cases for banner and landing page demands think of it more like imaginative requests from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that as well and finally i’m going to reveal you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to begin incredible okay let’s begin and landing page request i’m assuming
you men i’m simply gon na reveal um speak about the fundamentals truly quickly however i make sure you people 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 review 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 in between clients or jobs and it truly simply depends on your workflow and the way we did it here to you can do it any way you want but a cool method to get a short before working on an imaginative request is utilizing the type so a type basically 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 searching for the size of uh the banner that they desire the designer to develop and i’ll alright let me show you how to develop a type but generally this kind comes in here and then the group lead of the imaginative design team or any other team can appoint a specific designer to deal with it so let me reveal you men how to include a type and create 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 men examine the view area due to the fact that it’s just another way to reveal um all your products simply see things on a calendar or in a chart or you desire a file view another method to see um particular things on your board so close the type view and like i said it takes certain columns not the individual column naturally however other columns that you can conceal or make um viewable for the individual that is going to be given the type they can submit this file if you want to need it you can constantly do a checkbox and then they can’t submit the form without filling this info in so you can actually simply develop any column with anything that you men require when an innovative demand can be found in make it a kind share the type sneak peek the program you guys how a type looks like um the name of the request you desire you want to include a specific brief with a certain i know each business has a certain structure that
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they utilize 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 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 reveal you men let’s fill it in and you can see um webinar demand test i can add a particular file for example right now everything is in the planning concepts phase and i need the innovative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it’s in greatest top priority i want to submit it and let me reveal you men how it comes in on the board webinar request test so it’s constantly going to enter into the very first group which is essential to know and after that it can be called requests or concepts being available in and then i can simply proceed take it and move it to a particular group that i believe 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 group or another board depending upon how you detail your workflow just to make certain you people are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you simply write yes so i can get feedback while you men are listening yay yes yes incredible amazing awesome i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them too and now i’ll simply provide like a brief overview this is the person column as you guys understand we have our seven core columns here and after that we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one type can occupy numerous columns on one board yes dell you are correct every column that you develop can be practically every column you produce can be in a type view and individuals can fill it out and it comes in as an item on the board excellent so this is our column center what we utilize here is a priority one we named it top priority but it’s essentially a ranking column um we have actually a. Project Document Management Software Free
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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 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 specifically i can see that it’s another board and then if i have a certain job i’m dealing with i can just connect them with tags and after that i can cross board search it to what it matters for so i find that extremely cool and i love i love the tech college let me just leave here [Music] fine um [Music] and yeah and i’m not sure if you guys know what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me reverse this so i could show you guys remove deadline mode basically what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Project Document Management Software Free