This article is focused on answering Primavera Suretrak Project Management Software …I’m a customer success manager here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page demands think of it more like creative requests from designers content so on etc copywriters um a social networks planning and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing campaign tracking and i want to reveal you an in email marketing um integrity that we have with mailchimp and then i wish to reveal you a sneak a sneak peek of how in 2 weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll show you men that as well and finally i’m going to reveal you control panels um so let’s begin in a minute i simply want to pull up the um thing that i wished to show you guys so i have it open and then we’re going to begin amazing all right let’s begin and landing page demand i’m assuming
you men i’m just gon na show um talk about the essentials really quickly but i make sure you men know 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 combinations automations views and a lot more enjoyable things so the method i divided my board here is in between months but you can do this in between jobs or customers and it truly simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool method to get a short prior to dealing with an imaginative demand is using the kind so a type generally takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re searching for the size of uh the banner that they desire the designer to produce and i’ll all right let me reveal you how to produce a type however basically this type can be found in here and then the team lead of the creative style group or any other team can assign a particular designer to deal with it so let me reveal you people how to add a form and develop if anything is too quick or something is unclear please compose it to me in the chat and i’ll try 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 method 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 particular things on your board so close the kind view and like i said it takes specific columns not the person column naturally but other columns that you can hide or make um viewable for the individual that is going to be offered the kind they can upload this file if you wish to need it you can always do a checkbox and after that they can’t send the form without filling this information in so you can truly simply develop any column with anything that you people require when a creative demand can be found in make it a type share the form sneak peek the show you people how a form looks like um the name of the request you desire you wish to include a specific quick with a specific i understand each business has a specific structure that
gantt charts project management tool monday.com alternatives
they use um when do you need it by the top priority and so on and so forth um you can take this link after put one second 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 guys let’s fill it in and you can see um webinar demand test i can include a particular declare example today whatever remains in the preparation ideas stage and i require the innovative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in greatest priority i want to submit it and let me reveal you men how it can be found in on the board webinar demand test so it’s always going to enter into the very first group which is essential to know and after that it can be called requests or ideas can be found in and after that i can just proceed take it and move it to a specific group that i think 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 group or another board depending on how you outline your workflow simply to ensure you guys are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just write yes so i can get feedback while you people are listening yay yes yes incredible incredible remarkable i’m glad you guys are listening and understand whatever great um if any of these columns are you’re not knowledgeable about them simply write me in the chat and i’ll discuss them too now i’ll simply offer like a brief overview this is the individual column as you people know we have our 7 core columns here and then 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 quickly um dale you simply ask presuming one form can populate several columns on one board yes dell you are right every column that you create can be practically every column you create can be in a form view and people can fill it out and it can be found in as an item on the board terrific so this is our column center what we utilize here is a priority one we named it concern however it’s essentially a score column um we have a. Primavera Suretrak Project Management Software
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Primavera Suretrak Project Management Software