This article is focused on answering Project Management Estimating Software Pmp …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 use cases for banner and landing page requests think of it more like innovative demands from designers content so on and so forth copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a slip a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you men that too and lastly i’m going to reveal you control panels um so let’s start in a minute i simply wish to pull up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin amazing fine let’s start and landing page demand i’m presuming
you guys i’m simply gon na show um speak about the essentials truly rapidly but i make sure you men know 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 review combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months however you can do this between customers or projects and it really simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a quick prior to dealing with an imaginative demand is utilizing the kind so a type essentially takes all your columns and makes it a link that other individuals can fill out which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to produce and i’ll okay let me reveal you how to produce a form however essentially this form is available in here and after that the team lead of the innovative style group or any other team can appoint a particular designer to deal with it so let me reveal you guys how to include a type and create if anything is too fast or something is not clear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you people examine the view section due to the fact that it’s just another method to show um all your products just see things on a calendar or in a chart or you desire a file view another way to see um certain things on your board so close the form view and like i said it takes particular columns not the person column of course however other columns that you can conceal or make um viewable for the individual that is going to be offered the kind they can upload this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can actually just produce any column with anything that you people require when an innovative request is available in make it a form share the type preview the show you guys how a form appears like um the name of the request you desire you wish to add a specific short with a particular i understand each company has a specific structure that
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they utilize um when do you require it by the top priority 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 website 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 request test i can include a certain apply for example right now whatever remains in the planning concepts stage and i require 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 priority i wish to submit it and let me reveal you guys how it comes in on the board webinar demand test so it’s constantly going to enter into the very first group which is necessary to know and after that it can be called ideas or requests can be found in and then i can simply go ahead take it and move it to a certain group that i think it’s relevant 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 make sure you men 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 compose yes so i can get feedback while you guys are listening yay yes yes incredible remarkable incredible i’m glad you people are listening and comprehend whatever great um if any of these columns are you’re not familiar with them just write me in the chat and i’ll go over them also now i’ll simply give like a quick overview this is the person column as you people know we have our seven 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 likewise on the item itself and likewise as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate numerous columns on one board yes dell you are appropriate every column that you develop can be practically every column you develop can be in a type view and individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a top priority one we named it priority however it’s essentially a rating column um we have a. Project Management Estimating Software Pmp
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file column and we have a tags column what i enjoy about the tag column is if i click 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 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 specific project i’m dealing with i can merely link them with tags and after that i can cross board search it to what it matters for so i discover that very 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 people know what this is but this is a status column and this is a date column and the method i connected them together and did due date mode is let me undo this so i could show you men remove deadline mode essentially what i wish to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Project Management Estimating Software Pmp