This article is focused on answering Microsoft Crm Project Management Software …I’m a customer success manager 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 use cases for banner and landing page requests think about it more like innovative requests from designers material 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 go over marketing project tracking and i want to reveal you an in email marketing um stability that we have with mailchimp and after that i wish to reveal you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you people that too and last but not least i’m going to reveal you dashboards um so let’s start in a minute i just wish to bring up the um thing that i wanted to reveal you men so i have it open and after that we’re going to start incredible fine let’s begin and landing page request i’m presuming
you guys i’m just gon na show um discuss the basics truly rapidly however i make sure you people 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 combinations automations views and a lot more enjoyable things so the method i divided my board here is between months however you can do this in between clients or tasks and it really simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool method to get a quick before dealing with a creative demand is using the form so a type essentially takes all your columns and makes it a link that other individuals can complete which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll okay let me show you how to create a type but essentially this kind comes in here and then the team lead of the innovative style group or any other team can designate a particular designer to work on it so let me show you people how to create and add a form if anything is too quick 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 suggest you people inspect the view section because it’s simply another method to show um all your products just 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 form view and like i stated it takes certain columns not the individual column obviously but other columns that you can hide or make um viewable for the individual that is going to be provided the type they can upload this file if you want to need it you can constantly do a checkbox and then they can’t send the form without filling this details in so you can actually just develop any column with anything that you guys need when an imaginative request can be found in make it a type share the kind sneak peek the program you men how a kind looks like um the name of the request you desire you want to add a certain brief with a particular i understand each company has a particular structure that
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they utilize um when do you need it by the priority and so on etc um you can take this link after put one 2nd let me click on the type 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 demand test i can include a particular apply for example today everything is in the preparation concepts phase and i require the innovative department to help me it’s right now where i’m working on it i need it by might 23rd and it’s in highest top priority i want to submit it and let me reveal you guys how it is available in on the board webinar request test so it’s constantly going to enter into the first group which is necessary to understand and after that it can be called concepts or demands coming in and after that i can simply go on take it and move it to a certain group that i think it matters 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 describe your workflow just to make sure 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 just compose yes so i can get feedback while you men are listening yay yes yes awesome awesome remarkable i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them just write me in the chat and i’ll discuss them too but now i’ll simply give like a short introduction this is the person column as you men 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 item itself and also as a view we’ll get to that um soon um dale you just ask assuming one type can populate a number of columns on one board yes dell you are right every column that you create can be practically every column you develop can be in a kind 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 top priority one we called it top priority but it’s essentially a ranking column um we have actually a. Microsoft Crm Project Management Software
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Microsoft Crm Project Management Software