Accounting And Project Management Software For Engineering Firms – Work Without Limits

This article is focused on answering Accounting And Project Management Software For Engineering Firms …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 particular on boards which are use cases for banner and landing page demands consider it more like creative demands from designers content so on and so forth copywriters um a social networks preparation and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and then i wish to show you a sneak a preview of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you guys that also and finally i’m going to reveal you control panels um so let’s start in a minute i just want to pull up the um thing that i wanted to reveal you people so i have it open and then we’re going to start remarkable alright let’s start and landing page request i’m presuming

 

you guys i’m simply gon na reveal um discuss the fundamentals really rapidly but i’m sure you guys 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 integrations automations views and a lot more fun stuff so the way i divided my board here is between months however you can do this between tasks or clients 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 method to get a quick prior to dealing with an imaginative request is utilizing the kind so a type generally 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 create and i’ll okay let me reveal you how to develop a type but essentially this type comes in here and then the team lead of the innovative design group or any other group can appoint a particular designer to work on it so let me show you guys how to produce and add a type 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 add view i advise you men inspect 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 particular things on your board so close the kind view and like i said it takes specific columns not the individual column naturally however other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can upload this file if you wish to require it you can constantly do a checkbox and after that they can’t submit the kind without filling this information in so you can truly just develop any column with anything that you people need when a creative request is available in make it a kind share the kind sneak peek the show you people how a form appears like um the name of the demand you desire you want to include a particular short with a specific i know each business has a specific structure that

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they use um when do you require it by the top priority and so on etc 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 just make appearance i’ll simply 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 whatever is in the planning concepts phase and i need the creative department to help me it’s right now where i’m working on it i require it by may 23rd and it’s in highest concern i want to submit it and let me show you guys how it comes in on the board webinar demand test so it’s constantly going to enter into the first group which is essential to know and after that it can be called requests or ideas can be found in and then i can simply proceed take it and move it to a particular group that i think it matters 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 on how you describe your workflow just to ensure you men are all with me um is this clear um right in the chat yes or no if you comprehended the kind and it’s interesting to you just compose yes so i can get feedback while you guys are listening yay yes yes amazing remarkable incredible i’m glad you men are listening and understand whatever great um if any of these columns are you’re not acquainted with them simply write me in the chat and i’ll discuss them too now i’ll simply offer like a quick introduction this is the individual column as you people know we have our seven 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 soon um dale you just ask presuming one form can occupy several columns on one board yes dell you are right every column that you develop can be practically every column you produce can be in a form view and people can fill it out and it can be found in as an item on the board fantastic so this is our column center what we use here is a priority one we named it top priority however it’s basically a ranking column um we have a. Accounting And Project Management Software For Engineering Firms

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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 search facebook it’s going to do a cross board search let me reveal you guys 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 certain task i’m dealing with i can just link them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i like the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m uncertain if you men know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me reverse this so i might show you people remove due date mode basically what i want to do i wish to set as due date i wish to take the status column but i could take any status column i have for example the. Accounting And Project Management Software For Engineering Firms