This article is focused on answering Monday Com Project Management Templates …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page requests think about it more like creative requests from designers content so on etc copywriters um a social media preparation and style 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 email marketing um integrity that we have with mailchimp and then i want to reveal you a slip a preview of how in two weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll show you men that also and finally i’m going to reveal you dashboards um so let’s start in a minute i simply want to bring up the um thing that i wished to show you guys so i have it open and then we’re going to begin awesome alright let’s start and landing page demand i’m presuming
you people i’m simply gon na show um speak about the essentials actually quickly however i make sure you guys know that this is a board each one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this in between clients or tasks and it truly simply depends on 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 demand is using the type so a kind basically takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll alright let me reveal you how to produce a form however basically this type comes in here and after that the team lead of the innovative design team or any other group can appoint a particular designer to work on it so let me reveal you men how to produce and add a kind if anything is too quick or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i suggest you men check the view section because it’s just another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another method to see um certain 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 individual that is going to be given the kind 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 form without filling this details in so you can actually simply develop any column with anything that you people require when a creative demand can be found in make it a form share the kind sneak peek the show you people how a form looks like um the name of the demand you desire you want to add a certain brief with a certain i know each business has a certain 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 second 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 appearance i’ll just reveal you people let’s fill it in and you can see um webinar request test i can include a particular declare example right now whatever is in the planning concepts stage and i need the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it remains in highest priority i want to submit it and let me show you people how it can be found in on the board webinar request test so it’s constantly going to come into the first group which is very important to know and then it can be called ideas or demands being available in and then i can simply go on take it and move it to a certain group that i think 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 upon how you detail your workflow just to make sure 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 remarkable remarkable remarkable i’m glad you people are listening and comprehend everything fantastic um if any of these columns are you’re not acquainted with them just write me in the chat and i’ll go over them also and now i’ll simply give like a brief overview this is the individual column as you guys 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 likewise on the item itself and likewise as a view we’ll get to that um quickly um dale you just ask presuming one type can occupy numerous columns on one board yes dell you are proper every column that you create can be practically every column you create can be in a type view and people can fill it out and it comes in as a product on the board excellent so this is our column center what we use here is a concern one we called it priority but it’s essentially a score column um we have actually a. Monday Com Project Management Templates
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file column and we have a tags column what i like 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 show you men 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 certain job i’m working on i can simply connect them with tags and after that i can cross board search it to what it’s relevant for so i find that incredibly cool and i love i like the tech college let me simply leave here [Music] fine um [Music] and yeah and i’m not sure if you men know what this is but 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 could reveal you men get rid of deadline mode essentially what i want to do i wish to set as deadline i want to take the status column but i could take any status column i have for example the. Monday Com Project Management Templates