This article is focused on answering Egnyte Project Management Software …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 show you 3 specific on boards which are use cases for banner and landing page requests think of it more like imaginative demands from designers material so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing project tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i wish to show 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 people that too and lastly i’m going to reveal you control panels um so let’s begin in a minute i just wish to bring up the um thing that i wanted to show you people so i have it open and after that we’re going to begin remarkable all right let’s begin and landing page demand i’m assuming
you men i’m just gon na reveal um discuss the fundamentals actually rapidly but i’m sure you men understand that this is a board each one of these are called each row and a group is called an item today we’re going to go over integrations automations views and a lot more fun things so the way i divided my board here is between months however you can do this in between clients or tasks and it truly just depends on your workflow and the way we did it here to you can do it any way you want however a cool method to get a short before dealing with a creative request is using the kind so a kind essentially 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 searching for the size of uh the banner that they desire the designer to develop and i’ll okay let me show you how to produce a form but essentially this form can be found in here and then the group lead of the creative style group or any other group can assign a particular designer to deal with it so let me reveal you guys how to create and add a form if anything is too quick or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here add view i recommend you people check the view area because it’s simply another way to reveal um all your items just 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 specific columns not the individual column obviously however other columns that you can hide or make um viewable for the individual that is going to be offered the type they can publish this file if you want to require it you can always do a checkbox and then they can’t send the type without filling this information in so you can truly just produce any column with anything that you men require when a creative demand comes in make it a type share the form sneak peek the program you guys how a kind appears like um the name of the demand you desire you want to add a particular brief with a certain i understand each company has a certain 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 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 just make look i’ll simply show you men let’s fill it in and you can see um webinar request test i can include a certain declare example right now whatever remains in the preparation ideas stage and i need the imaginative department to assist me it’s right now where i’m dealing with it i require it by may 23rd and it remains in highest concern i wish to submit it and let me reveal you guys how it comes in on the board webinar request test so it’s always going to enter the first group which is necessary to know and then it can be called requests or ideas coming in and after that i can just go on take it and move it to a specific group that i believe it matters 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 group or another board depending on how you outline your workflow simply to make certain you people are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes incredible awesome remarkable i’m glad you people are listening and understand whatever great um if any of these columns are you’re not familiar with them simply compose me in the chat and i’ll go over them too but now i’ll just offer like a brief overview this is the individual column as you people understand we have our seven core columns here and then we have more interesting 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 just ask assuming one form can populate numerous columns on one board yes dell you are proper every column that you develop can be practically every column you produce can be in a form view and people can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a concern one we called it priority however it’s essentially a ranking column um we have actually a. Egnyte Project Management Software
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Egnyte Project Management Software