This article is focused on answering Project Information Management Software 2018 …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 reveal you three specific on boards which are usage cases for banner and landing page requests think of it more like innovative requests from designers material so on and so forth 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 want to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to show you a sneak a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that as well and lastly i’m going to show you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and then we’re going to begin awesome alright let’s begin and landing page demand i’m assuming
you guys i’m simply gon na reveal um speak about the basics actually rapidly but i make sure you people know that this is a board each one of these are called each row and a group is called a product 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 but you can do this in between jobs 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 however a cool method to get a short before dealing with a creative request is using the form so a kind basically takes all your columns and makes it a link that other individuals 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 develop and i’ll all right let me show you how to produce a type but basically this type can be found in here and after that the group lead of the imaginative design team or any other group can designate a specific designer to work on it so let me reveal you people how to create and add a type 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 include view i recommend you guys examine the view area because it’s just another method to show um all your items simply see things on a calendar or in a chart or you want a file view another way to see um particular things on your board so close the type view and like i stated it takes specific columns not the individual column naturally however other columns that you can hide or make um viewable for the individual that is going to be offered the type they can publish this file if you want to need it you can always do a checkbox and then they can’t send the kind without filling this information in so you can truly just create any column with anything that you guys need when an innovative demand is available in make it a form share the form sneak peek the show you guys how a type looks like um the name of the request you desire you want to add a certain brief with a specific i understand each business has a specific structure that
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they utilize um when do you require it by the top priority and so on etc 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 appearance i’ll just show you men let’s fill it in and you can see um webinar request test i can include a particular file for example today whatever is in the preparation concepts stage and i need the innovative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in greatest top priority i want to submit it and let me show you guys how it comes in on the board webinar demand test so it’s always going to come into the very first group which is important to understand and then it can be called demands or ideas coming in and then i can simply proceed take it and move it to a certain group that i believe it matters 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 outline your workflow just to ensure you guys 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 just compose yes so i can get feedback while you guys are listening yay yes yes remarkable amazing remarkable i’m glad you guys are listening and comprehend whatever terrific 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 as well today i’ll simply offer like a short overview this is the person column as you guys know we have our 7 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 also on the product itself and also as a view we’ll get to that um soon um dale you just ask presuming one form can occupy a number of columns on one board yes dell you are proper every column that you develop can be nearly every column you develop can be in a type view and individuals can fill it out and it can be found in as an item on the board great so this is our column center what we use here is a priority one we called it concern however it’s generally a rating column um we have a. Project Information Management Software 2018
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file column and we have a tags column what i like about the tag column is if i click this right now 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 show you people 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 certain job i’m working on i can just link them with tags and then i can cross board search it to what it’s relevant for so i discover that extremely cool and i love i enjoy the tech college let me simply get out of here [Music] fine 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 might reveal you guys eliminate due date mode essentially what i wish to do i wish to set as deadline i want to take the status column but i could take any status column i have for example the. Project Information Management Software 2018