This article is focused on answering Project Management File Sharing Software …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are use cases for banner and landing page requests think about it more like innovative demands from designers content so on etc copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i wish to reveal you a sneak a preview of how in 2 weeks you’re going to be able to incorporate with facebook for facebook ads so i’ll reveal 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 wish to pull up the um thing that i wanted to reveal you people so i have it open and after that we’re going to start awesome okay let’s start and landing page request i’m assuming
you guys i’m just gon na show um speak about the essentials really quickly but i make certain you guys know that this is a board each one of these are called each row and a group is called an item today we’re going to go over integrations automations views and a lot more fun things so the way i divided my board here is in between months but you can do this between customers or tasks and it truly just depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a brief prior to working on an innovative request is using the kind so a form basically takes all your columns and makes it a link that other people can complete which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll fine let me reveal you how to develop a form however essentially this form can be found in here and after that the team lead of the imaginative design group or any other group can appoint a specific designer to deal with it so let me show you men how to add a form and create if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i suggest you men inspect the view area due to the fact that it’s simply 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 specific things on your board so close the form view and like i stated it takes certain columns not the individual column naturally however other columns that you can hide or make um viewable for the person 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 type without filling this information in so you can really just create any column with anything that you men require when a creative demand is available in make it a type share the form preview the show you men how a kind looks like um the name of the request you want you want to add a certain quick with a certain i understand each business has a certain structure that
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they utilize um when do you need it by the priority and so on and so forth um you can take this link after put one second let me click on the kind 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 look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can include a specific file for example right now everything remains in the planning ideas 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 send it and let me reveal you people how it can be found in on the board webinar request test so it’s constantly going to enter the very first group which is essential to know and then it can be called ideas or requests can be found in and after that i can just go ahead take it and move it to a specific group that i believe it’s relevant for in this case it requires 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 simply to make certain you people 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 just compose yes so i can get feedback while you men are listening yay yes yes awesome amazing awesome i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll go over them also and now i’ll just provide like a short overview this is the individual column as you people know we have our seven 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 product itself and also as a view we’ll get to that um quickly um dale you just ask assuming one type can populate a number of columns on one board yes dell you are right every column that you create can be practically every column you develop 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 utilize here is a priority one we called it top priority but it’s basically a score column um we have a. Project Management File Sharing Software
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Project Management File Sharing Software