This article is focused on answering Construction Project Management Accounting 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 reveal you three specific on boards which are use cases for banner and landing page demands think about it more like innovative requests from designers material 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 wish to reveal you an in email marketing um stability that we have with mailchimp and after that i want to show you a sneak a preview of how in two weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll reveal you men that too and finally i’m going to show you dashboards um so let’s begin in a minute i simply wish to bring up the um thing that i wished to show you men so i have it open and then we’re going to begin incredible alright let’s begin and landing page request i’m presuming
you people i’m just gon na reveal um talk about the fundamentals really quickly however i’m sure you guys understand that this is a board every one of these are called each row and a group is called an item today we’re going to discuss integrations automations views and a lot more fun things so the method i divided my board here is in between months however you can do this in between clients or jobs and it actually simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a short prior to working on a creative request is using the kind so a form essentially takes all your columns and makes it a link that other individuals can submit 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 desire the designer to develop and i’ll all right let me reveal you how to develop a type however basically this type comes in here and after that the group lead of the innovative style group or any other group can assign a particular designer to deal with it so let me reveal you people how to produce and add a type if anything is too quick 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 men inspect the view section since it’s just another way to show 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 particular things on your board so close the form view and like i stated it takes particular columns not the individual column of course however other columns that you can hide or make um viewable for the person that is going to be offered the type they can publish 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 details in so you can actually just produce any column with anything that you guys require when an innovative request comes in make it a kind share the form preview the show you people how a form appears like um the name of the demand you want you wish to include a specific quick with a particular i know each business has a specific structure that
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they use um when do you need it by the top priority and so on and so forth 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 site copy it send it to whoever let’s simply make look i’ll just show you guys let’s fill it in and you can see um webinar demand test i can add a specific declare example today everything is in the planning ideas stage and i require 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 highest concern i wish to send it and let me reveal you men how it is available in on the board webinar request test so it’s constantly going to enter the first group which is important to know and then it can be called requests or concepts can be found in and after that i can just proceed take it and move it to a specific group that i believe it matters for in this case it needs 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 on how you outline your workflow simply to make sure you guys 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 write yes so i can get feedback while you men are listening yay yes yes amazing awesome awesome i’m glad you men are listening and comprehend everything excellent um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll review them as well today i’ll just provide like a short overview this is the individual column as you guys understand 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 also on the item itself and also as a view we’ll get to that um quickly um dale you simply ask presuming one kind can occupy several columns on one board yes dell you are right every column that you develop can be almost every column you produce can be in a kind view and people can fill it out and it is available in as an item on the board excellent so this is our column center what we utilize here is a concern one we named it top priority however it’s generally a rating column um we have actually a. Construction Project Management Accounting 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 after that if i have a specific project i’m working on i can simply link them with tags and then i can cross board search it to what it matters for so i find that super cool and i love i enjoy the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m unsure if you people know what this is but 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 undo this so i could reveal you men eliminate deadline mode basically what i want to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Construction Project Management Accounting Software