This article is focused on answering Does Monday Project Management Software Track Billable Hours …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 3 specific on boards which are use cases for banner and landing page requests think about 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 desire kimberly um and we’re going to review marketing project tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and then i wish 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 ads so i’ll show you guys that as well and lastly i’m going to reveal you dashboards um so let’s begin in a minute i simply want to bring up the um thing that i wanted to reveal you men so i have it open and then we’re going to start amazing alright let’s start and landing page demand i’m presuming
you men i’m just gon na reveal um speak about the fundamentals actually quickly but i make 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 combinations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months but you can do this between customers or projects and it truly simply 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 quick before dealing with an innovative request is utilizing the type so a form generally takes all your columns and makes it a link that other people can fill out which they can upload 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 fine let me reveal you how to produce a kind however basically this kind comes in here and then the team lead of the creative design team or any other team can designate a specific designer to deal with it so let me show you men how to add a type and produce if anything is too quick or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here add view i suggest you people examine the view area due to the fact that it’s simply another way to reveal um all your products just see things on a calendar or in a chart or you want a file view another method to see um certain things on your board so close the type view and like i said it takes specific columns not the individual column obviously however other columns that you can conceal or make um viewable for the individual that is going to be offered the type they can submit this file if you wish to need it you can constantly do a checkbox and after that they can’t send the type without filling this information in so you can actually simply create any column with anything that you people require when an innovative demand is available in make it a kind share the kind preview the show you guys how a kind appears like um the name of the request you want you want to add a certain short with a certain i understand each business has a specific structure that
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they use um when do you need it by the priority and so on etc um you can take this link after put one second 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 show you guys let’s fill it in and you can see um webinar request test i can include a specific apply for example today whatever remains in the preparation concepts phase and i need the imaginative department to assist me it’s right now where i’m working on it i need it by might 23rd and it’s in highest concern i want to submit it and let me show you men how it is available in on the board webinar request test so it’s constantly going to enter into the first group which is essential to know and after that it can be called concepts or demands coming in and then i can simply proceed take it and move it to a particular 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 board or another group depending upon how you describe your workflow just to make sure you people 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 incredible awesome amazing i’m glad you guys are listening and comprehend whatever terrific um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them also now i’ll just provide like a brief 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 item itself and also as a view we’ll get to that um quickly um dale you just ask assuming one type can populate a number of columns on one board yes dell you are right every column that you develop can be nearly every column you produce can be in a type view and people can fill it out and it can be found in as an item on the board great so this is our column center what we use here is a priority one we named it priority however it’s basically a rating column um we have actually a. Does Monday Project Management Software Track Billable Hours
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file column and we have a tags column what i like about the tag column is if i click on 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 show you people 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 specific task i’m working on i can just connect them with tags and then i can cross board search it to what it matters for so i discover that incredibly cool and i love i love the tech college let me just leave here [Music] fine um [Music] and yeah and i’m uncertain if you guys understand what this is but this is a status column and this is a date column and the way i linked them together and did due date mode is let me reverse this so i could reveal you men get rid of due date mode essentially what i want to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Does Monday Project Management Software Track Billable Hours