This article is focused on answering Free Erp Software For Small Business Project Management …I’m a customer success supervisor here at monday.com and we’re gon na have an innovative webinar for the marketing walkthrough i’m gon na show you three specific on boards which are use cases for banner and landing page requests think of it more like creative demands from designers material so on and so forth copywriters um a social media planning and style or an editorial calendar as you want kimberly um and we’re going to review marketing campaign tracking and i wish to reveal you an in e-mail 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 be able to incorporate with facebook for facebook advertisements so i’ll reveal you people that as well and finally 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 wished to show you guys so i have it open and after that we’re going to start amazing alright let’s begin and landing page request i’m assuming
you people i’m just gon na show um discuss the essentials actually quickly however i’m 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 go over integrations automations views and a lot more enjoyable stuff so the method i divided my board here is in between months however you can do this between jobs or clients 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 way to get a quick before working on a creative request is using the kind so a kind essentially takes all your columns and makes it a link that other people can fill out which they can publish files um a text column of like what they’re looking for the size of uh the banner that they want the designer to produce and i’ll okay let me reveal you how to produce a type however basically this type comes in here and after that the group lead of the innovative design group or any other group can designate a certain designer to work on it so let me reveal you guys how to create and include a type if anything is too fast or something is not clear please write it to me in the chat and i’ll attempt clarify so i can go here add view i advise you people examine the view area because it’s just another way to reveal 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 certain things on your board so close the type view and like i stated it takes particular columns not the person column obviously but other columns that you can conceal or make um viewable for the person that is going to be provided the type they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t submit the form without filling this information in so you can truly just create any column with anything that you guys require when an imaginative request can be found in make it a kind share the form preview the program you men how a kind appears like um the name of the demand you want you wish to add a specific brief with a particular i know each business has a certain structure that
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they use um when do you require it by the concern and so on and so forth um you can take this link after put one second let me click on the kind 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 appearance i’ll just show you people let’s fill it in and you can see um webinar request test i can add a certain file for example right now everything remains in the planning ideas stage and i need the innovative 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 concern i want to send it and let me show you guys how it can be found in on the board webinar request test so it’s always going to enter into the very first group which is very important to know and then it can be called demands or ideas can be found in and then i can simply proceed take it and move it to a specific group that i think 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 board or another group depending on how you outline 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 comprehended the type and it’s interesting to you simply compose yes so i can get feedback while you men are listening yay yes yes amazing amazing remarkable i’m glad you men are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll review them too and now i’ll just provide like a brief summary this is the person column as you men know we have our seven core columns here and after that 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 product itself and likewise as a view we’ll get to that um soon um dale you just ask presuming one kind can occupy numerous columns on one board yes dell you are appropriate every column that you develop can be practically every column you create can be in a type view and people can fill it out and it is available in as an item on the board terrific so this is our column center what we use here is a concern one we called it priority but it’s basically a rating column um we have actually a. Free Erp Software For Small Business Project Management
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file column and we have a tags column what i love about the tag column is if i click this right now 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 men 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 particular task i’m dealing with i can simply connect them with tags and then i can cross board search it to what it’s relevant for so i discover that super cool and i love i like the tech college let me just get out of here [Music] all right um [Music] and yeah and i’m uncertain if you people know what this is however this is a status column and this is a date column and the way i connected them together and did due date mode is let me reverse this so i could reveal you men remove deadline mode generally what i wish to do i wish to set as deadline i wish to take the status column but i might take any status column i have for example the. Free Erp Software For Small Business Project Management