This article is focused on answering Accelo Project Management 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 of it more like innovative demands from designers material so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i want to reveal you a sneak a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that also and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply wish to pull 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 okay let’s begin and landing page request i’m presuming
you men i’m just gon na show um speak about the fundamentals really quickly but i make certain you men know that this is a board every one of these are called each row and a group is called a product today we’re going to discuss 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 in between customers or projects and it actually just depends on 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 short prior to working on an innovative demand is utilizing the kind so a form essentially takes all your columns and makes it a link that other individuals can fill out which they can upload files um a text column of like what they’re trying to find the size of uh the banner that they desire the designer to develop and i’ll fine let me show you how to develop a kind however generally this type comes in here and then the group lead of the innovative design team or any other team can appoint a certain designer to work on it so let me show you people how to include a kind and create 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 add view i suggest you people check the view area since it’s simply another way to reveal um all your products simply 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 form view and like i stated it takes particular columns not the individual column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the form they can publish this file if you want to require it you can always do a checkbox and then they can’t submit the kind without filling this details in so you can really simply develop any column with anything that you people need when a creative request is available in make it a kind share the type preview the program you people how a form looks like um the name of the demand you want you want to include a specific quick with a particular i know each business has a particular structure that
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they use um when do you require it by the concern and so on and so forth um you can take this link after put one 2nd let me click on 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 just make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can include a particular apply for example today everything remains in the planning ideas stage and i require the innovative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it remains in greatest priority i want to send it and let me reveal you people how it comes in on the board webinar request test so it’s always going to enter the very first group which is important to know and then it can be called concepts or requests being available in and after that i can simply go ahead take it and move it to a particular 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 outline 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 just compose yes so i can get feedback while you people are listening yay yes yes remarkable awesome amazing i’m glad you men are listening and comprehend everything terrific um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them as well today i’ll just provide like a short introduction this is the person column as you guys understand 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 quickly um dale you just ask assuming one form can populate a number of columns on one board yes dell you are proper every column that you develop can be almost every column you develop can be in a form 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 utilize here is a top priority one we called it top priority but it’s generally a score column um we have a. Accelo Project Management Software
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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 search 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 specifically i can see that it’s another board and then if i have a particular job i’m working on i can just link them with tags and then i can cross board search it to what it matters for so i find that very cool and i love i enjoy the tech college let me simply leave here [Music] okay um [Music] and yeah and i’m not exactly sure if you people know what this is however this is a status column and this is a date column and the method i linked 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 deadline i wish to take the status column however i could take any status column i have for example the. Accelo Project Management Software