This article is focused on answering Free Project Management Software Outlook Integration …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are use cases for banner and landing page requests think of it more like innovative requests from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you desire kimberly um and we’re going to discuss marketing campaign tracking and i wish to show you an in e-mail marketing um stability that we have with mailchimp and after that i want to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you men that also and last but not least 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 wanted to reveal you guys so i have it open and after that we’re going to begin awesome alright let’s start and landing page demand i’m assuming
you people i’m simply gon na show um talk about the basics truly rapidly but i make certain 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 enjoyable stuff so the way i divided my board here is between months however you can do this between projects or clients and it truly just depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a brief prior to working on an innovative demand is using the kind so a kind essentially takes all your columns and makes it a link that other individuals can complete 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 fine let me reveal you how to develop a kind but generally this form is available in here and then 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 people how to produce and add a type if anything is too fast or something is unclear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you guys examine the view section because it’s simply another way to show um all your items simply see things on a calendar or in a chart or you want a file view another method to see um particular things on your board so close the kind view and like i said it takes particular columns not the individual column obviously however other columns that you can conceal or make um viewable for the person that is going to be provided the form they can submit this file if you want to need it you can always do a checkbox and then they can’t send the form without filling this information in so you can actually simply produce any column with anything that you people need when a creative demand can be found in make it a type share the kind preview the show you people how a form looks like um the name of the request you want you wish to add a specific short with a specific i understand each business has a particular 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 second 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 appearance i’ll simply reveal you guys let’s fill it in and you can see um webinar demand test i can add a specific declare example today everything remains in the planning concepts phase and i require the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it remains in highest concern i wish to send it and let me reveal you guys how it can be found in on the board webinar request test so it’s constantly going to come into the very first group which is very important to understand and then it can be called concepts or demands being available in and then i can just go on take it and move it to a specific group that i think it’s relevant 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 upon how you describe your workflow just to make certain 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 just compose yes so i can get feedback while you guys are listening yay yes yes awesome remarkable awesome i’m glad you guys are listening and comprehend whatever excellent um if any of these columns are you’re not acquainted with them just compose me in the chat and i’ll review them also now i’ll just give like a short introduction this is the individual column as you guys understand we have our seven core columns here and then we have more fascinating 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 quickly um dale you simply ask presuming one form can populate several columns on one board yes dell you are appropriate every column that you produce can be nearly every column you develop can be in a type view and individuals can fill it out and it can be found in as an item on the board terrific so this is our column center what we use here is a concern one we named it concern but it’s essentially a ranking column um we have actually a. Free Project Management Software Outlook Integration
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file column and we have a tags column what i enjoy 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 search facebook it’s going to do a cross board search let me reveal you guys 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 particular job i’m dealing with i can merely 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 like the tech college let me simply leave here [Music] all right um [Music] and yeah and i’m unsure if you people understand what this is but this is a status column and this is a date column and the method i connected them together and did deadline mode is let me reverse this so i might show you people get rid of deadline mode essentially what i want to do i wish to set as due date i wish to take the status column but i could take any status column i have for example the. Free Project Management Software Outlook Integration