How To Manage Resources Project Management Software – Work Without Limits

This article is focused on answering How To Manage Resources 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 three particular on boards which are usage cases for banner and landing page demands think of it more like innovative demands from designers content so on and so forth copywriters um a social networks 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 email marketing um stability that we have with mailchimp and then i want to show you a slip a sneak peek of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you people that too and finally i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to begin incredible fine let’s begin and landing page request i’m assuming

 

you people i’m just gon na reveal um discuss the fundamentals really rapidly however i make sure you guys know 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 review 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 in between customers or tasks and it really just depends upon your workflow and the way we did it here to you can do it any way you want but a cool way to get a brief before dealing with an imaginative request is utilizing the type so a type essentially takes all your columns and makes it a link that other individuals can submit which they can upload 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 okay let me reveal you how to create a kind however essentially this kind comes in here and after that the group lead of the innovative design team or any other group can appoint a certain designer to deal with it so let me reveal you people how to add a type and produce if anything is too fast or something is unclear please write it to me in the chat and i’ll try clarify so i can go here add view i advise you people check the view area since 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 specific things on your board so close the type view and like i said it takes certain columns not the individual column obviously but other columns that you can hide or make um viewable for the person that is going to be provided the type they can publish this file if you want to need it you can constantly do a checkbox and after that they can’t submit the form without filling this details in so you can truly simply create any column with anything that you men need when an innovative demand can be found in make it a type share the form preview the show you guys how a form looks like um the name of the request you want you want to add a specific quick with a specific i understand each company has a particular 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 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 men let’s fill it in and you can see um webinar request test i can include a particular declare example today everything is in the planning ideas phase 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 highest concern i wish to send it and let me show you guys how it is available in on the board webinar demand test so it’s always going to enter into the first group which is important to know and then it can be called requests or concepts coming in and after that i can just go on take it and move it to a certain group that i think it’s relevant for in this case it needs 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 outline your workflow just to ensure you people 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 just compose yes so i can get feedback while you men are listening yay yes yes remarkable amazing remarkable i’m glad you people are listening and understand everything terrific um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll review them also and now i’ll simply offer like a quick summary this is the person column as you people know we have our 7 core columns here and then 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 product itself and also as a view we’ll get to that um soon um dale you simply ask presuming one kind can populate a number of columns on one board yes dell you are correct every column that you create can be almost every column you produce can be in a kind view and people can fill it out and it is available in as an item on the board great so this is our column center what we utilize here is a concern one we called it top priority however it’s basically a rating column um we have actually a. How To Manage Resources Project Management Software

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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 search facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board particularly i can see that it’s another board and after that if i have a certain task i’m working on i can just link them with tags and then i can cross board search it to what it matters for so i discover that very cool and i love i like the tech college let me just leave here [Music] fine um [Music] and yeah and i’m not sure if you guys understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me undo this so i might reveal you guys eliminate due date mode essentially what i wish to do i want to set as deadline i wish to take the status column but i might take any status column i have for example the. How To Manage Resources Project Management Software