This article is focused on answering Project Management Daily Log 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 show you three specific on boards which are usage cases for banner and landing page requests think about it more like imaginative demands from designers material so on etc copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to go over marketing campaign tracking and i want to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll reveal you men that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you guys so i have it open and then we’re going to begin incredible fine let’s begin and landing page request i’m presuming
you guys i’m just gon na show um discuss the fundamentals actually quickly however i make sure you men understand 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 go over combinations automations views and a lot more fun things so the way i divided my board here is between months but you can do this between tasks or clients and it really simply depends on your workflow and the way we did it here to you can do it any way you desire but a cool way to get a brief before dealing with an imaginative request is using the kind so a kind essentially takes all your columns and makes it a link that other people can complete 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 fine let me reveal you how to create a type however basically this form comes in here and after that the group lead of the imaginative design team or any other team can assign a certain designer to deal with it so let me reveal you men how to add a kind and develop if anything is too quick 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 people inspect the view section since it’s simply another method to show um all your products simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the form view and like i stated it takes certain columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be given the form they can publish this file if you want to need it you can always do a checkbox and after that they can’t submit the kind without filling this details in so you can truly just produce any column with anything that you men need when an innovative demand comes in make it a type share the form sneak peek the program you people how a form appears like um the name of the request you want you want to include a certain short with a certain i know each company has a certain structure that
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they use 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 on the type 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 appearance i’ll just show you men let’s fill it in and you can see um webinar demand test i can include a particular declare example today everything remains in the planning concepts stage and i need the creative department to assist me it’s right now where i’m working on it i need it by might 23rd and it remains in highest 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 the first group which is very important to understand and then it can be called concepts or demands being available in and after that i can just go ahead take it and move it to a specific group that i think 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 board or another group depending upon how you detail your workflow just to ensure you people are all with me um is this clear um right in the chat yes or no if you understood the form and it’s interesting to you simply write yes so i can get feedback while you people are listening yay yes yes awesome amazing awesome i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll discuss them as well but now i’ll simply give like a quick summary this is the individual column as you guys know we have our 7 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 likewise on the item itself and also as a view we’ll get to that um quickly um dale you simply ask assuming one kind can occupy several columns on one board yes dell you are proper every column that you produce can be nearly every column you produce can be in a form view and individuals can fill it out and it comes in as an item on the board terrific so this is our column center what we use here is a priority one we called it priority but it’s essentially a rating column um we have actually a. Project Management Daily Log 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 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 show you men how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a specific task i’m dealing with i can merely connect 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 leave here [Music] fine um [Music] and yeah and i’m not exactly sure if you men know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i might show you guys eliminate deadline mode basically what i want to do i wish to set as deadline i want to take the status column however i might take any status column i have for example the. Project Management Daily Log Software