This article is focused on answering Best Project Management Software To Use With Hubspot …I’m a customer success supervisor here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 specific on boards which are usage 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 project 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 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 men that as well and finally i’m going to show you dashboards um so let’s begin in a minute i just wish to bring up the um thing that i wanted to reveal you people so i have it open and then we’re going to begin amazing okay let’s begin and landing page request i’m presuming
you guys i’m just gon na reveal um talk about the essentials actually rapidly but i’m sure you people understand that this is a board every one of these are called a group and each row is called an item 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 but you can do this in between projects or customers and it really 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 short prior to working on a creative demand is using the form so a type generally takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re searching for the size of uh the banner that they want the designer to produce and i’ll fine let me show you how to create a form however generally this form is available in here and after that the group lead of the innovative design team or any other team can designate a certain designer to deal with it so let me reveal you people how to produce and include a form if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i suggest you people check the view area because it’s just another way to show um all your products just 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 kind view and like i said it takes particular 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 given the form they can upload this file if you want to require it you can constantly do a checkbox and then they can’t submit the kind without filling this information in so you can truly just create any column with anything that you men need when an innovative demand comes in make it a type share the kind sneak peek the show you guys how a form looks like um the name of the demand you want you want to add a particular brief with a particular i understand each business has a particular structure that
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they utilize um when do you require it by the priority and so on etc um you can take this link after put one second let me click on the type i can share it i can get this link or embed it in a site copy it send it to whoever let’s just make appearance i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can include a specific apply for example today whatever is 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 submit it and let me show you guys how it can be found in on the board webinar demand test so it’s always going to come into the very first group which is important to understand and then it can be called demands or concepts coming in and after that i can just go on take it and move it to a certain group that i believe 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 simply to ensure you people are all with me um is this clear um right in the chat yes or no if you comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you guys are listening yay yes yes remarkable incredible awesome i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them also and now i’ll simply give like a short summary this is the person column as you men know we have our 7 core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um quickly um dale you simply ask assuming one type can populate numerous columns on one board yes dell you are correct every column that you create can be almost every column you develop can be in a form view and people can fill it out and it is available in as a product on the board excellent so this is our column center what we use here is a top priority one we called it concern but it’s essentially a score column um we have actually a. Best Project Management Software To Use With Hubspot
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Best Project Management Software To Use With Hubspot