This article is focused on answering Help Desk And Project Management Software …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 reveal you three particular on boards which are usage cases for banner and landing page requests think of it more like imaginative demands from designers content so on etc copywriters um a social media preparation and design or an editorial calendar as you want kimberly um and we’re going to go over marketing campaign tracking and i want to show you an in email marketing um stability that we have with mailchimp and then i want to show 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 reveal you guys that too and lastly i’m going to reveal you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to show you men so i have it open and then we’re going to start amazing alright let’s start and landing page request i’m assuming
you people i’m just gon na reveal um speak about the essentials truly rapidly 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 a product today we’re going to discuss combinations automations views and a lot more fun stuff so the way i divided my board here is between months but you can do this in between tasks or customers and it really just depends upon your workflow and the method we did it here to you can do it any way you want however a cool way to get a quick prior to dealing with an imaginative request is using the form so a type generally takes all your columns and makes it a link that other people can submit 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 produce and i’ll alright let me show you how to create a form but essentially this kind can be found in here and after that the group lead of the creative design team or any other group can designate a specific designer to work on it so let me reveal you guys how to add a form and create if anything is too fast or something is unclear please write it to me in the chat and i’ll attempt clarify so i can go here include view i recommend you guys 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 particular things on your board so close the form view and like i said it takes particular columns not the person column obviously but other columns that you can hide or make um viewable for the individual that is going to be provided the form they can publish this file if you wish to need it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can really simply develop any column with anything that you guys require when an innovative request comes in make it a form share the form preview the program you men how a kind appears like um the name of the demand you desire you want to include a specific brief with a particular i understand each business has a particular structure that
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they use um when do you require it by the priority and so on and so forth um you can take this link after put one second let me click 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 look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can add a certain file for example today everything is in the preparation concepts stage and i require the imaginative 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 top priority i want to submit it and let me reveal you people how it can be found in on the board webinar demand test so it’s always going to come into the very first group which is necessary to understand and after that it can be called requests or ideas can be found in and after that i can simply go ahead take it and move it to a specific group that i believe it’s relevant 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 upon how you describe your workflow simply to make certain you guys 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 simply write yes so i can get feedback while you people are listening yay yes yes incredible amazing remarkable i’m glad you men are listening and understand everything excellent um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll review them also and now i’ll just offer like a quick overview this is the individual column as you guys 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 also on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one form can occupy a number of 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 individuals can fill it out and it comes in as a product on the board fantastic so this is our column center what we utilize here is a priority one we named it priority however it’s essentially a rating column um we have a. Help Desk And Project Management Software
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Help Desk And Project Management Software