This article is focused on answering Project Management Essential Software …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 use cases for banner and landing page demands think about it more like innovative requests from designers content 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 campaign tracking and i wish to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in two weeks you’re going to have the ability to integrate with facebook for facebook ads so i’ll show you men that as well and lastly i’m going to show you control panels um so let’s start in a minute i just want to bring up the um thing that i wanted to show you men so i have it open and after that we’re going to begin remarkable all right let’s begin and landing page demand i’m presuming
you guys i’m simply gon na show um discuss the fundamentals truly quickly but i make certain you people know that this is a board every one of these are called a group and each row is called an item today we’re going to discuss integrations automations views and a lot more enjoyable things so the way i divided my board here is in between months however you can do this in between tasks or customers and it truly simply depends upon your workflow and the way we did it here to you can do it any way you desire however a cool way to get a short prior to working on an innovative request is using the type so a type basically takes all your columns and makes it a link that other people 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 desire the designer to produce and i’ll alright let me show you how to produce a kind but essentially this form can be found in here and then the team lead of the imaginative style group or any other team can designate a particular designer to deal with it so let me show you people how to create and add 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 examine the view area because it’s simply another method 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 certain things on your board so close the type view and like i said it takes specific columns not the person column of course but other columns that you can conceal or make um viewable for the person that is going to be offered the form they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t send the type without filling this details in so you can actually simply create any column with anything that you people need when an imaginative demand can be found in make it a type share the form preview the program you men how a kind appears like um the name of the request you want you want to add a specific brief with a certain i know each company has a particular structure that
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they utilize um when do you need it by the top priority and so on and so forth um you can take this link after put one second let me click the type i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll just show you guys let’s fill it in and you can see um webinar demand test i can add a particular file for example right now whatever remains in the planning concepts stage and i need the creative department to assist me it’s right now where i’m dealing with it i need it by may 23rd and it remains in greatest top priority i want to submit it and let me reveal you people how it is available in on the board webinar request test so it’s always going to enter into the very first group which is essential to understand and after that it can be called ideas or requests being available in and after that i can simply proceed 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 describe your workflow just to make sure 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 people are listening yay yes yes incredible amazing incredible 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 write me in the chat and i’ll discuss them as well but now i’ll simply provide like a short summary this is the person column as you men know we have our 7 core columns here and then 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 item itself and also as a view we’ll get to that um quickly um dale you just ask presuming one form can occupy several columns on one board yes dell you are appropriate every column that you produce can be practically every column you produce can be in a kind view and individuals can fill it out and it is available in as an item on the board fantastic so this is our column center what we use here is a top priority one we called it top priority however it’s generally a ranking column um we have actually a. Project Management Essential Software
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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 people 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 specific job i’m working on i can simply link them with tags and then i can cross board search it to what it matters for so i discover that incredibly 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 unsure if you people know 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 show you people remove deadline mode basically 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 Management Essential Software