This article is focused on answering Best Project Management Software With Outlook Integration …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests think about it more like creative demands from designers material so on and so forth copywriters um a social media planning and design or an editorial calendar as you want kimberly um and we’re going to go over marketing project tracking and i want to show you an in email marketing um integrity that we have with mailchimp and after that i wish to show you a slip a preview of how in 2 weeks you’re going to have the ability to incorporate with facebook for facebook ads so i’ll reveal you men that too and last but not least i’m going to reveal you control panels um so let’s start 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 start awesome okay let’s start and landing page request i’m presuming
you men i’m simply gon na show um speak about the essentials actually rapidly however i make certain you guys understand 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 discuss combinations 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 clients or projects and it actually simply depends upon your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick prior to dealing with an innovative request is using the form so a form essentially takes all your columns and makes it a link that other people can complete which they can submit files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to create and i’ll okay let me show you how to produce a type however generally this form can be found in here and after that the group lead of the innovative style team or any other group can designate a specific designer to deal with it so let me reveal you guys how to add a form and produce if anything is too quick or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you men inspect the view area because it’s simply another method to show um all your items simply see things on a calendar or in a chart or you desire a file view another method to see um specific things on your board so close the type view and like i stated it takes particular columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be provided the kind they can submit this file if you want to need it you can constantly do a checkbox and after that they can’t send the kind without filling this info in so you can actually simply produce any column with anything that you guys require when a creative demand can be found in make it a type share the type sneak peek the show you guys how a kind appears like um the name of the demand you want you want to add a specific 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 concern and so on etc 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 site copy it send it to whoever let’s simply make look i’ll just reveal you men let’s fill it in and you can see um webinar demand test i can add a particular declare example right now everything remains in the planning concepts stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it’s in highest top priority i wish to send it and let me show you men how it is available in on the board webinar request test so it’s constantly going to come into the first group which is essential to understand and after that it can be called requests or ideas can be found in and after that i can just go ahead take it and move it to a certain 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 board or another group depending on how you describe your workflow simply to make sure you men are all with me um is this clear um right in the chat yes or no if you understood the kind and it’s interesting to you just compose yes so i can get feedback while you men are listening yay yes yes incredible amazing remarkable i’m glad you men are listening and understand whatever great um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll discuss them also today i’ll just give like a brief overview this is the person column as you people understand we have our seven core columns here and then 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 item itself and also as a view we’ll get to that um soon um dale you simply ask presuming one form can populate a number of columns on one board yes dell you are right every column that you develop can be almost every column you create can be in a kind view and individuals can fill it out and it comes in as an item on the board fantastic so this is our column center what we utilize here is a top priority one we named it priority but it’s essentially a score column um we have actually a. Best Project Management Software With Outlook Integration
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Best Project Management Software With Outlook Integration