This article is focused on answering Project Management And Field Service Software In One …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 three particular on boards which are usage cases for banner and landing page requests think of it more like creative demands from designers material so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss 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 reveal you a slip 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 guys that also and finally i’m going to reveal you dashboards um so let’s begin in a minute i just want to bring up the um thing that i wanted to show you guys so i have it open and after that we’re going to begin remarkable okay let’s begin and landing page demand i’m assuming
you people i’m just gon na show um speak about the essentials really rapidly but i’m sure you people understand 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 integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months but you can do this in between jobs or customers and it truly just depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a brief prior to dealing with a creative request is using the type so a type basically takes all your columns and makes it a link that other individuals can complete 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 form however essentially this kind can be found in here and after that the team lead of the creative style group or any other team can appoint a specific designer to work on it so let me show you men how to create and include a form 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 include view i recommend you men check the view section since it’s just another way to reveal um all your items just 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 specific columns not the individual column obviously but other columns that you can conceal or make um viewable for the individual that is going to be offered the form they can submit this file if you wish to require it you can always do a checkbox and after that they can’t send the form without filling this info in so you can truly simply develop any column with anything that you people require when an imaginative demand is available in make it a form share the type preview the program you guys how a form appears like um the name of the demand you want you wish to add a certain quick with a particular i understand each company has a particular structure that
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they utilize um when do you need it by the concern 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 website copy it send it to whoever let’s just make appearance i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a certain apply for example right now everything is in the preparation ideas phase and i require the imaginative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i want to send it and let me reveal you guys how it is available in on the board webinar request test so it’s constantly going to enter the very first group which is very important to know and then it can be called requests or ideas coming in and then i can simply go on take it and move it to a certain group that i believe it’s relevant for in this case it needs 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 on 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 comprehended the form and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes remarkable remarkable incredible i’m glad you people are listening and understand everything 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 as well now i’ll simply give like a quick summary this is the individual column as you people know we have our 7 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 likewise on the product itself and also as a view we’ll get to that um quickly um dale you just ask presuming one kind can occupy numerous columns on one board yes dell you are appropriate every column that you produce can be nearly every column you produce can be in a type view and people can fill it out and it comes in as a product on the board fantastic so this is our column center what we use here is a priority one we called it top priority but it’s essentially a rating column um we have a. Project Management And Field Service Software In One
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file column and we have a tags column what i enjoy 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 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 particularly i can see that it’s another board and after that if i have a particular task i’m dealing with i can simply link them with tags and after that i can cross board search it to what it matters for so i discover that incredibly cool and i love i like the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m unsure if you people understand what this is however 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 undo this so i could reveal you guys get rid of due date mode basically what i wish to do i want to set as deadline i wish to take the status column however i might take any status column i have for example the. Project Management And Field Service Software In One