This article is focused on answering Deltek Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na reveal you three specific on boards which are usage cases for banner and landing page requests think about it more like imaginative demands from designers content so on etc copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and then i want to reveal you a slip a sneak peek of how in 2 weeks you’re going to have the ability to integrate with facebook for facebook advertisements so i’ll show you people that also and last but not least i’m going to show you dashboards um so let’s start in a minute i simply wish to bring up the um thing that i wished to reveal you men so i have it open and after that we’re going to begin amazing okay let’s begin and landing page request i’m assuming
you people i’m simply gon na show um speak about the essentials actually quickly but i make certain you people understand that this is a board each one of these are called each row and a group is called a product today we’re going to review integrations automations views and a lot more enjoyable stuff so the way i divided my board here is between months however you can do this in between customers or jobs and it really just depends on your workflow and the method we did it here to you can do it any way you desire however a cool method to get a quick before working on a creative demand is using the type so a type basically takes all your columns and makes it a link that other people can submit which they can upload files um a text column of like what they’re looking for the size of uh the banner that they want the designer to create and i’ll okay let me reveal you how to develop a form however generally this kind can be found in here and after that the team lead of the creative design team or any other team can assign a particular designer to work on it so let me show you people how to create and add a form 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 include view i advise you guys examine the view section since it’s just another way to reveal 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 specific things on your board so close the type view and like i said it takes particular columns not the person column obviously 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 wish to require it you can always do a checkbox and then they can’t send the kind without filling this information in so you can truly simply develop any column with anything that you guys require when an imaginative request can be found in make it a kind share the type preview the show you guys how a form looks like um the name of the request you want you want to add a particular quick with a certain i know each business has a specific structure that
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they utilize um when do you need it by the concern 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 website copy it send it to whoever let’s just make appearance i’ll just show you people let’s fill it in and you can see um webinar demand test i can include a certain apply for example today whatever is in the planning concepts phase and i require the innovative 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 reveal you men how it is available in on the board webinar demand test so it’s constantly going to come into the very first group which is necessary to understand 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 specific group that i believe it matters for in this case it requires 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 outline your workflow simply to ensure you guys 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 simply compose yes so i can get feedback while you people are listening yay yes yes amazing amazing remarkable i’m glad you guys are listening and comprehend whatever fantastic um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll discuss them as well and now i’ll simply provide like a quick introduction 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 product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one type can populate a number of columns on one board yes dell you are right every column that you create can be almost every column you create can be in a kind view and individuals can fill it out and it is available in as a product on the board terrific so this is our column center what we utilize here is a priority one we called it priority but it’s basically a score column um we have a. Deltek Project Management Software
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file column and we have a tags column what i love 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 browse facebook it’s going to do a cross board search let me reveal you people how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a specific project i’m working on i can merely link them with tags and after that i can cross board search it to what it’s relevant for so i find that very cool and i love i enjoy the tech college let me simply get out of here [Music] okay um [Music] and yeah and i’m not exactly sure if you men understand what this is however this is a status column and this is a date column and the method i connected them together and did due date mode is let me reverse this so i could show you people get rid of due date mode essentially what i wish to do i want to set as due date i want to take the status column but i might take any status column i have for example the. Deltek Project Management Software