This article is focused on answering Fulcrum Project Management Software …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 show you three specific on boards which are use cases for banner and landing page requests consider it more like imaginative requests from designers content so on and so forth copywriters um a social media planning and style or an editorial calendar as you desire kimberly um and we’re going to review marketing project tracking and i wish to reveal you an in e-mail marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a sneak peek of how in two weeks you’re going to have the ability to incorporate with facebook for facebook advertisements so i’ll reveal you guys that also and last but not least i’m going to reveal you control panels um so let’s start in a minute i simply wish to bring up the um thing that i wanted to reveal you people so i have it open and after that we’re going to begin awesome okay let’s start and landing page demand i’m assuming
you guys i’m just gon na show um talk about the basics truly rapidly however i make sure you guys 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 discuss integrations automations views and a lot more fun things so the method i divided my board here is between months however you can do this in between customers or jobs and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want however a cool method to get a brief prior to dealing with an imaginative request is using the form so a form basically takes all your columns and makes it a link that other people can fill out which they can submit 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 alright let me reveal you how to develop a form but basically this type can be found in here and then the group lead of the imaginative style team or any other team can assign a particular designer to deal with it so let me reveal you guys how to produce 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 add view i recommend you people check 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 particular things on your board so close the kind view and like i stated it takes specific columns not the person column naturally however other columns that you can hide or make um viewable for the individual that is going to be given the kind they can publish this file if you want to need it you can always do a checkbox and after that they can’t submit the form without filling this info in so you can truly simply produce any column with anything that you guys require when an innovative demand can be found in make it a form share the form preview the show you people how a form looks like um the name of the demand you desire you wish to include a particular quick with a certain i understand each company has a certain structure that
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they utilize um when do you need it by the top priority and so on etc 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 just reveal you people let’s fill it in and you can see um webinar demand test i can include a specific apply for example today whatever remains in the preparation ideas stage and i require the creative department to assist me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest concern i wish to submit it and let me show you men how it is available in on the board webinar request test so it’s always going to come into the very first group which is necessary to know and then it can be called ideas or demands being available in and then i can just go ahead take it and move it to a specific group that i believe it’s relevant for in this case it needs 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 ensure 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 just compose yes so i can get feedback while you people are listening yay yes yes awesome incredible remarkable i’m glad you men are listening and understand everything terrific um if any of these columns are you’re not familiar with them simply write me in the chat and i’ll discuss them too today i’ll simply offer like a quick overview this is the individual column as you people understand we have our seven core columns here and after that we have more intriguing 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 presuming one type can populate a number of columns on one board yes dell you are proper every column that you develop can be practically 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 fantastic so this is our column center what we use here is a top priority one we called it priority however it’s basically a rating column um we have actually a. Fulcrum Project Management Software
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Fulcrum Project Management Software