This article is focused on answering Project Document Management Software Open Source …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 particular on boards which are usage cases for banner and landing page requests think of it more like imaginative demands 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 discuss marketing campaign tracking and i wish to show you an in email marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that also and finally i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to reveal you guys so i have it open and then we’re going to start remarkable alright let’s start and landing page demand i’m presuming
you men i’m simply gon na reveal um talk about the basics actually quickly however i’m sure you guys understand that this is a board each one of these are called a group and each row is called a product today we’re going to go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is between months however you can do this between projects 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 want however a cool way to get a short prior to dealing with a creative request is utilizing the type so a type generally takes all your columns and makes it a link that other people can complete 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 develop and i’ll fine let me reveal you how to create a form however essentially this kind comes in here and then the team lead of the imaginative design group or any other team can appoint a specific designer to work on it so let me reveal you guys how to create and add a type 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 suggest you men inspect the view section due to the fact that it’s just another way to show um all your items 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 form view and like i stated it takes specific columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be given the type they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t submit the type without filling this info in so you can really simply develop any column with anything that you people require when an imaginative request comes in make it a type share the form sneak peek the show you people how a type looks like um the name of the demand you want you wish to add a particular brief with a specific i understand each business has a certain structure that
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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one 2nd let me click 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 just show you guys let’s fill it in and you can see um webinar demand test i can add a specific file for example today whatever is in the preparation concepts stage and i require the imaginative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest priority i want to send it and let me show you men how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is necessary to understand and then 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 specific 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 outline your workflow simply to ensure you men 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 men are listening yay yes yes remarkable awesome incredible i’m glad you people are listening and understand everything fantastic um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll review them as well now i’ll just offer like a brief overview this is the person column as you people understand we have our seven core columns here and after that we have more intriguing 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 quickly um dale you just ask assuming one type can populate a number of columns on one board yes dell you are proper every column that you produce can be almost every column you develop can be in a kind view and individuals can fill it out and it comes in as an item on the board great so this is our column center what we utilize here is a priority one we named it top priority however it’s basically a score column um we have actually a. Project Document Management Software Open Source
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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 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 specifically i can see that it’s another board and then if i have a certain job i’m dealing with i can just link them with tags and after that i can cross board search it to what it matters for so i find that incredibly cool and i love i love the tech college let me just leave here [Music] all right um [Music] and yeah and i’m uncertain if you men understand 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 people eliminate due date mode essentially what i want to do i wish to set as due date i wish to take the status column but i might take any status column i have for example the. Project Document Management Software Open Source