This article is focused on answering Is Raisers Edge A 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 3 specific on boards which are usage cases for banner and landing page demands think about it more like creative demands from designers content so on etc copywriters um a social networks planning and design or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i wish to reveal you an in e-mail marketing um stability that we have with mailchimp and after that i wish to reveal you a slip 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 show you guys that too and last but not least i’m going to show you control panels um so let’s begin in a minute i just wish to pull up the um thing that i wished to reveal you people so i have it open and after that we’re going to begin amazing okay let’s start and landing page request i’m assuming
you men i’m just gon na show um discuss the basics truly rapidly however i make certain you men understand that this is a board every one of these are called each row and a group is called a product today we’re going to review 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 clients or jobs and it truly just depends on your workflow and the way we did it here to you can do it any way you desire however a cool way to get a quick before dealing with an imaginative demand is using the form so a type basically takes all your columns and makes it a link that other individuals can complete which they can publish files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll alright let me show you how to produce a form but generally this type comes in here and after that the team lead of the creative design group or any other team can designate a particular designer to deal with it so let me show you guys how to include a kind and create if anything is too quick 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 recommend you guys inspect the view area due to the fact that it’s just another way to show um all your products simply see things on a calendar or in a chart or you desire a file view another way 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 but other columns that you can conceal or make um viewable for the person that is going to be provided the form they can publish this file if you wish to require it you can always do a checkbox and after that they can’t send the kind without filling this details in so you can actually simply develop any column with anything that you people require when a creative demand can be found in make it a form share the type preview the show you men how a kind appears like um the name of the request you want you wish to add a certain short with a specific i understand each business has a particular structure that
gantt charts project management tool monday.com alternatives
they use um when do you need it by the priority and so on and so forth um you can take this link after put one 2nd let me click the type i can share it i can get this link or embed it in a website copy it send it to whoever let’s simply make appearance i’ll simply reveal you people let’s fill it in and you can see um webinar request test i can add a specific declare example right now whatever remains in the planning ideas stage and i need the innovative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest priority i wish to send it and let me show you people how it comes in on the board webinar request test so it’s always going to enter into the first group which is essential to understand and after that it can be called concepts or demands being available in and after that i can simply go on 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 detail your workflow simply to make certain you people 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 write yes so i can get feedback while you men are listening yay yes yes amazing remarkable remarkable i’m glad you people are listening and comprehend everything terrific 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 now i’ll simply provide like a quick summary this is the person column as you people know we have our 7 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 also on the product itself and likewise as a view we’ll get to that um quickly um dale you just ask assuming one type 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 type view and individuals can fill it out and it is available in as a product on the board terrific so this is our column center what we use here is a top priority one we called it concern but it’s generally a score column um we have actually a. Is Raisers Edge A Project Management Software
monday.com, job management, tool, software, prices, asana, apps, trello, kanban, microsoft, automations, solution, crm, user, job management software, gantt charts, basecamp, company, button, api, kanban board, airtable, control panel.
file column and we have a tags column what i love about the tag column is if i click on 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 reveal you people 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 specific task i’m dealing with i can just connect them with tags and then i can cross board search it to what it matters for so i discover that extremely cool and i love i love the tech college let me simply leave here [Music] alright um [Music] and yeah and i’m not exactly sure if you guys understand what this is but this is a status column and this is a date column and the method i linked them together and did deadline mode is let me undo this so i might show you men remove deadline mode essentially what i want to do i want to set as due date i want to take the status column however i might take any status column i have for example the. Is Raisers Edge A Project Management Software